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QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.00 (+0.53%)
F   12.14 (-0.90%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.07 (+0.30%)
DIS   107.67 (-1.62%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.85 (+2.04%)
S&P 500   4,981.80 (+0.13%)
DOW   38,612.24 (+0.13%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.00 (+0.53%)
F   12.14 (-0.90%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.07 (+0.30%)
DIS   107.67 (-1.62%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.85 (+2.04%)
S&P 500   4,981.80 (+0.13%)
DOW   38,612.24 (+0.13%)
QQQ   425.61 (-0.40%)
AAPL   182.32 (+0.42%)
MSFT   402.18 (-0.15%)
META   468.03 (-0.68%)
GOOGL   142.55 (+1.01%)
AMZN   168.59 (+0.90%)
TSLA   194.77 (+0.52%)
NVDA   674.72 (-2.85%)
NIO   5.97 (+0.17%)
AMD   164.29 (-0.84%)
BABA   75.58 (+3.34%)
T   17.00 (+0.53%)
F   12.14 (-0.90%)
MU   81.49 (+0.97%)
CGC   3.44 (-2.82%)
GE   149.07 (+0.30%)
DIS   107.67 (-1.62%)
AMC   4.57 (-1.93%)
PFE   27.67 (+0.29%)
PYPL   57.48 (-1.96%)
XOM   104.85 (+2.04%)

iShares Morningstar Small-Cap Value ETF (ISCV) Institutional Ownership

$57.39
-0.01 (-0.02%)
(As of 04:10 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$30.92 M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$18.21 M
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ISCV Institutional Buying and Selling by Quarter


iShares Morningstar Small-Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2024Madison Wealth Partners Inc5,532$0.33M0.1%+6.0%0.078%
2/16/2024Harbour Investments Inc.2,700$0.16M0.0%-10.0%0.038%
2/15/2024Mercer Global Advisors Inc. ADV10,746$0.64M0.0%-8.7%0.151%
2/15/2024Comerica Bank17,283$1.02M0.0%-3.0%0.243%
2/14/2024Royal Bank of Canada111,891$6.63M0.0%-16.8%1.576%
2/14/2024Kestra Advisory Services LLC34,858$2.06M0.0%+8.8%0.491%
2/13/2024Envestnet Asset Management Inc.5,803$0.34M0.0%-16.5%0.082%
2/13/2024Tower Research Capital LLC TRC 683$40K0.0%-95.1%0.010%
2/9/2024Cambridge Investment Research Advisors Inc.34,610$2.05M0.0%+4.9%0.487%
2/9/2024Corient Private Wealth LLC21,919$1.30M0.0%+1.6%0.309%
2/9/2024Wells Fargo & Company MN116,846$6.92M0.0%-15.9%1.646%
2/9/2024UBS Group AG97,234$5.76M0.0%-3.3%1.369%
2/8/2024Janney Montgomery Scott LLC14,888$0.88M0.0%-6.9%0.210%
2/8/2024MB Generational Wealth LLC23,415$1.39M1.3%N/A0.330%
2/8/2024Pacific Sun Financial Corp12,112$0.72M0.5%-2.7%0.171%
2/7/2024Avantax Advisory Services Inc.70,907$4.20M0.0%+5.6%0.999%
2/7/2024NBC Securities Inc.4,669$0.28M0.0%-13.2%0.066%
2/7/2024Principal Securities Inc.500$30K0.0%N/A0.007%
2/7/2024Concourse Financial Group Securities Inc.2,029$0.12M0.0%-46.7%0.029%
2/6/2024Lincoln National Corp6,026$0.36M0.0%-21.7%0.085%
2/6/2024Merit Financial Group LLC17,350$1.03M0.0%+115.5%0.244%
2/6/2024Essex Financial Services Inc.4,657$0.28M0.0%N/A0.066%
2/5/2024Jackson Creek Investment Advisors LLC22,512$1.33M0.5%+4.8%0.317%
2/5/2024Steele Capital Management Inc.195,420$11.57M0.8%N/A2.752%
2/5/2024Transcend Capital Advisors LLC5,913$0.35M0.0%+39.4%0.083%
2/5/2024Matrix Trust Co194,223$11.50M2.7%+0.6%2.736%
2/2/2024Rodgers & Associates LTD31,519$1.87M0.3%+0.8%0.444%
1/26/2024Harbor Investment Advisory LLC1,155$68K0.0%N/A0.016%
1/26/2024VAUGHAN & Co SECURITIES INC.251,515$14.89M10.0%+4.4%3.542%
1/24/2024Barrett & Company Inc.3,093$0.18M0.1%-27.1%0.044%
1/23/2024Panoramic Investment Advisors LLC13,523$0.80M0.7%-5.5%0.190%
1/19/2024Courage Miller Partners LLC10,536$0.62M0.2%-10.4%0.148%
1/18/2024Sage Financial Group Inc.3,413$0.20M0.0%N/A0.048%
1/16/2024Raymond James Financial Services Advisors Inc.131,184$7.77M0.0%-2.5%1.848%
1/11/2024Dynamic Advisor Solutions LLC8,817$0.51M0.0%N/A0.124%
1/10/2024Dfpg Investments LLC4,621$0.27M0.0%-4.5%0.065%
1/8/2024Bartlett & CO. Wealth Management LLC882$53K0.0%N/A0.012%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC51,460$3.05M1.1%-7.7%0.725%
12/6/2023Citigroup Inc.5,683$0.29M0.0%+37.0%0.080%
11/21/2023Comerica Bank17,817$0.92M0.0%N/A0.251%
11/16/2023Panoramic Investment Advisors LLC14,304$0.74M0.7%N/A0.201%
11/16/2023Morgan Stanley465,665$24.11M0.0%-8.9%6.559%
11/15/2023Mercer Global Advisors Inc. ADV11,769$0.61M0.0%+4.9%0.166%
11/15/2023Royal Bank of Canada134,470$6.96M0.0%+3.8%1.894%
11/15/2023Ameriprise Financial Inc.20,568$1.07M0.0%-2.0%0.290%
11/14/2023Tower Research Capital LLC TRC 13,912$0.72M0.0%+18.5%0.196%
11/13/2023Mariner LLC12,457$0.65M0.0%+3.7%0.175%
11/13/2023LPL Financial LLC89,454$4.63M0.0%+1.3%1.260%
11/13/2023FMR LLC1,919$99K0.0%+165.8%0.027%
11/13/2023Envestnet Asset Management Inc.6,952$0.36M0.0%+8.1%0.098%
11/13/2023Kestra Advisory Services LLC32,030$1.66M0.0%+5.2%0.451%
11/9/2023Citigroup Inc.5,683$0.29M0.0%+37.0%0.080%
11/9/2023UBS Group AG100,570$5.21M0.0%+2.0%1.416%
11/8/2023D.A. Davidson & CO.15,901$0.82M0.0%-13.4%0.224%
11/8/2023Janney Montgomery Scott LLC15,990$0.83M0.0%-9.5%0.225%
11/8/2023Avantax Advisory Services Inc.67,155$3.48M0.0%+0.9%0.946%
11/4/2023NBC Securities Inc.5,381$0.28M0.0%N/A0.076%
11/4/2023Jackson Creek Investment Advisors LLC21,485$1.11M0.5%+1.4%0.303%
11/3/2023Black Diamond Financial LLC10,300$0.53M0.2%+4.8%0.145%
10/30/2023Matrix Trust Co193,110$10M2.6%+2.5%2.720%
10/25/2023Concourse Financial Group Securities Inc.3,809$0.20M0.0%-6.6%0.054%
10/24/2023Raymond James Financial Services Advisors Inc.134,488$6.96M0.0%+2.9%1.894%
10/24/2023Raymond James & Associates6,970$0.36M0.0%-53.1%0.098%
10/24/2023Cambridge Investment Research Advisors Inc.32,995$1.71M0.0%-2.9%0.465%
10/23/2023Commonwealth Equity Services LLC24,804$1.28M0.0%-1.7%0.349%
10/19/2023VAUGHAN & Co SECURITIES INC.241,028$12.48M9.3%+3.5%3.395%
10/17/2023Rodgers & Associates LTD31,284$1.62M0.2%-1.5%0.441%
10/11/2023CWM LLC3,695$0.19M0.0%+13.6%0.052%
10/11/2023Towerpoint Wealth LLC5,674$0.29M0.2%-33.6%0.080%
9/26/2023Intrepid Capital Management Inc.1,224$66K0.0%N/A0.017%
9/26/2023M Holdings Securities Inc.16,680$0.90M0.2%-16.4%0.235%
8/21/2023Osaic Holdings Inc.11,139$0.60M0.0%+6.2%0.157%
8/15/2023Wells Fargo & Company MN176,198$9.52M0.0%-32.6%2.482%
8/15/2023IHT Wealth Management LLC20,585$1.11M0.1%N/A0.290%
8/15/2023Harbour Investments Inc.3,000$0.16M0.0%-20.0%0.042%
8/15/2023Royal Bank of Canada129,565$7M0.0%+4.8%1.825%
8/14/2023Mercer Global Advisors Inc. ADV11,217$0.61M0.0%-27.6%0.158%
8/14/2023Tower Research Capital LLC TRC 11,738$0.63M0.0%+38.7%0.165%
8/14/2023Perennial Investment Advisors LLC10,935$0.59M0.1%-27.8%0.154%
8/11/2023Kestra Advisory Services LLC30,436$1.64M0.0%+2.1%0.429%
8/11/2023JPMorgan Chase & Co.8,342$0.45M0.0%-50.8%0.117%
8/10/2023Osaic Holdings Inc.11,139$0.60M0.0%+6.2%0.157%
8/10/2023Viewpoint Capital Management LLC46,098$2.49M1.9%-0.5%0.649%
8/10/2023Cetera Advisors LLC20,313$1.10M0.0%-2.5%0.286%
8/10/2023Cetera Advisor Networks LLC6,702$0.36M0.0%-21.2%0.094%
8/10/2023Citigroup Inc.4,148$0.22M0.0%+41.9%0.058%
8/8/2023Chicago Partners Investment Group LLC52,570$2.99M0.2%-1.6%0.740%
8/7/2023Lincoln National Corp7,697$0.42M0.0%-6.6%0.108%
8/3/2023MONECO Advisors LLC10,899$0.59M0.2%-23.0%0.154%
8/2/2023Sigma Planning Corp4,452$0.24M0.0%-26.6%0.063%
8/1/2023Merit Financial Group LLC7,908$0.43M0.0%+2.6%0.111%
7/31/2023LPL Financial LLC88,271$4.77M0.0%-5.8%1.243%
7/28/2023Private Trust Co. NA1,410$76K0.0%-24.7%0.020%
7/27/2023Barrett & Company Inc.4,241$0.23M0.1%+10.0%0.060%
7/26/2023Janney Montgomery Scott LLC17,672$0.96M0.0%-19.0%0.249%
7/25/2023Raymond James Financial Services Advisors Inc.130,708$7.06M0.0%-2.2%1.841%
7/25/2023Raymond James & Associates14,846$0.80M0.0%-6.7%0.209%
7/24/2023Dfpg Investments LLC3,868$0.22M0.0%N/A0.054%
7/21/2023Richwood Investment Advisors LLC3,810$0.21M0.2%N/A0.054%
7/20/2023VAUGHAN & Co SECURITIES INC.232,930$12.58M8.9%+10.8%3.281%
(Data available from 1/1/2016 forward)













ISCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCV shares?

During the previous two years, 100 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were Bank of America Corp DE ($26.82M), Morgan Stanley ($24.11M), VAUGHAN & Co SECURITIES INC. ($14.89M), Steele Capital Management Inc. ($11.57M), Matrix Trust Co ($11.50M), Raymond James Financial Services Advisors Inc. ($7.77M), and Wells Fargo & Company MN ($6.92M).Learn more on ISCV's institutional investors.

Which institutional investors have been buying iShares Morningstar Small-Cap Value ETF stock?

Of the 85 institutional investors that purchased iShares Morningstar Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($0.44M), VAUGHAN & Co SECURITIES INC. ($0.25M), Steele Capital Management Inc. ($0.20M), Merriman Wealth Management LLC ($0.16M), Wells Fargo & Company MN ($82.22K), UBS Group AG ($75.54K), and Cornercap Investment Counsel Inc. ($72.82K).

How much institutional buying is happening at iShares Morningstar Small-Cap Value ETF?

Institutional investors have bought a total of 2,091,309 shares in the last 24 months. This purchase volume represents approximately $109.74M in transactions.

Which iShares Morningstar Small-Cap Value ETF major shareholders have been selling company stock?

Of the 53 institutional investors that sold iShares Morningstar Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of America Corp DE ($0.15M), Avantax Advisory Services Inc. ($0.15M), Wells Fargo & Company MN ($0.12M), Merriman Wealth Management LLC ($0.10M), Morgan Stanley ($45.53K), OLD Mission Capital LLC ($45.07K), and Royal Bank of Canada ($25.08K).

How much institutional selling is happening at iShares Morningstar Small-Cap Value ETF?

Institutional investors have sold a total of 839,862 shares in the last 24 months. This volume of shares sold represents approximately $46.27M in transactions.


This page (NYSEARCA:ISCV) was last updated on 2/21/2024 by MarketBeat.com Staff