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Ishares Morningstar SM Cap (ISCB)

CUSIP: 464288505 | NYSE | 261 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC201,540
0.0% of portfolio›$14.3M
Goldstein Advisors, LLC35,770
0.2% of portfolio›$2.5M
Commonwealth Equity Services, LLC29,596
0.0% of portfolio›$2.1M
Choreo, LLC25,093
0.0% of portfolio›$1.8M
Nations Financial Group Inc,19,444
0.1% of portfolio›$1.4M
Perigon Wealth Management, LLC10,947
0.0% of portfolio›$779.3K
Cambridge Investment Research Advisors, Inc.9,256
0.0% of portfolio›$659
Richwood Investment Advisors, LLC8,554
0.4% of portfolio›$609.0K
Legacy Wealth Partners, LLC8,300
0.1% of portfolio›$590.9K
PNC Financial Services Group, Inc.8,000
0.0% of portfolio›$569.5K
Parsons Capital Management Inc6,180
0.0% of portfolio›$440.0K
Opulen Financial Group LLC6,097
0.3% of portfolio›$434.0K
Brighton Jones LLC6,039
0.0% of portfolio›$429.9K
Lido Advisors, LLC5,976
0.0% of portfolio›$425.5K
PPS&V Asset Management Consultants, Inc.5,755
0.2% of portfolio›$409.7K
Phillip James Consulting Co.5,240
0.3% of portfolio›$373.0K
Creative Planning5,127
0.0% of portfolio›$365.0K
Christensen, King & Associates Investment Services, Inc.4,780
0.1% of portfolio›$340.3K
Merit Financial Group, LLC4,699
0.0% of portfolio›$334.5K
Pathway Financial Advisors LLC4,350
0.0% of portfolio›$309.7K
Flagstar Securities, Inc3,891
0.1% of portfolio›$277.0K
Wealth Enhancement Advisory Services, LLC3,701
0.0% of portfolio›$264.6K
Kestra Advisory Services, LLC3,410
0.0% of portfolio›$242.8K
Fifth Third Bancorp3,406
0.0% of portfolio›$242.5K
Smith Chas P & Associates PA Cpas3,184
0.0% of portfolio›$225.0K
JIM Saulnier & Associates, LLC3,181
0.1% of portfolio›$226.4K
Schneider Downs Wealth Management Advisors, LP3,040
0.0% of portfolio›$216.4K
Compass Ion Advisors, LLC2,936
0.0% of portfolio›$209.0K
Investment Partners, Ltd.2,822
0.0% of portfolio›$200.8K
Citigroup Inc2,672
0.0% of portfolio›$190.2K
Key FInancial Inc2,663
0.0% of portfolio›$189.6K
Lanark Financial, Inc.2,280
0.0% of portfolio›$162.3K
John A. Wolfe & Associates, Inc.2,240
0.2% of portfolio›$159.5K
Private Trust Co NA2,135
0.0% of portfolio›$152.0K
Farther Finance Advisors, LLC1,552
0.0% of portfolio›$110.5K
WPG Advisers, LLC1,551
0.1% of portfolio›$110.4K
Ashton Thomas Securities, LLC900
0.0% of portfolio›$64.1K
AlphaCore Capital LLC856
0.0% of portfolio›$60.9K
Assetmark, Inc666
0.0% of portfolio›$47.4K
Sfam, LLC629
0.0% of portfolio›$44.8K
EverSource Wealth Advisors, LLC574
0.0% of portfolio›$40.9K
Tsfg, LLC420
0.0% of portfolio›$30
Cape Investment Advisory, Inc.300
0.0% of portfolio›$21.4K
IAG Wealth Partners, LLC33
0.0% of portfolio›$2.3K
Spire Wealth Management13
0.0% of portfolio›$925
Larson Financial Group LLC10
0.0% of portfolio›$739
Russell Investments Group, Ltd.3
0.0% of portfolio›$240
StyleTurnoverLocationFiled
LPL Financial LLC
201,540$14.3M0.0%IndexVery LowFort Mill, SC2026-11-06
Goldstein Advisors, LLC
35,770$2.5M0.2%ETFMediumMadison, WI2026-10-15
Commonwealth Equity Services, LLC
29,596$2.1M0.0%ETFLowWaltham, MA2026-11-02
Choreo, LLC
25,093$1.8M0.0%IndexLowRockford, IL2026-10-28
Nations Financial Group Inc,
19,444$1.4M0.1%CoreLowCedar Rapids, IA2026-11-05
Perigon Wealth Management, LLC
10,947$779.3K0.0%GrowthLowSan Francisco, CA2026-10-22
Cambridge Investment Research Advisors, Inc.
9,256$6590.0%ETFLowFairfield, IA2026-11-02
Richwood Investment Advisors, LLC
8,554$609.0K0.4%CoreLowCincinnati, OH2026-10-30
Legacy Wealth Partners, LLC
8,300$590.9K0.1%ETFHighLakewood, CO2026-10-15
PNC Financial Services Group, Inc.
8,000$569.5K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Parsons Capital Management Inc
6,180$440.0K0.0%CoreLowProvidence, RI2026-10-28
Opulen Financial Group LLC
6,097$434.0K0.3%ETFVery LowArlington, VA2026-10-22
Brighton Jones LLC
6,039$429.9K0.0%CoreVery LowSeattle, WA2026-11-03
Lido Advisors, LLC
5,976$425.5K0.0%GrowthLowLos Angeles, CA2026-11-04
PPS&V Asset Management Consultants, Inc.
5,755$409.7K0.2%ETFVery LowPortage, MI2026-10-06
Phillip James Consulting Co.
5,240$373.0K0.3%ETFVery HighPlymouth, MN2026-11-03
Creative Planning
5,127$365.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Christensen, King & Associates Investment Services, Inc.
4,780$340.3K0.1%ETFVery LowRichland, WA2026-10-22
Merit Financial Group, LLC
4,699$334.5K0.0%ETFLowAlpharetta, GA2026-11-06
Pathway Financial Advisors LLC
4,350$309.7K0.0%ETFLowSouth Burlington, VT2026-10-07
Flagstar Securities, Inc
3,891$277.0K0.1%ETFVery LowNew York, NY2026-10-15
Wealth Enhancement Advisory Services, LLC
3,701$264.6K0.0%CoreLowPlymouth, MN2026-10-13
Kestra Advisory Services, LLC
3,410$242.8K0.0%CoreLowAustin, TX2026-11-02
Fifth Third Bancorp
3,406$242.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Smith Chas P & Associates PA Cpas
3,184$225.0K0.0%CoreVery LowLakeland, FL2026-10-22
JIM Saulnier & Associates, LLC
3,181$226.4K0.1%ETFLowFort Collins, CO2026-11-04
Schneider Downs Wealth Management Advisors, LP
3,040$216.4K0.0%ETFVery LowPittsburgh, PA2026-10-27
Compass Ion Advisors, LLC
2,936$209.0K0.0%ETFVery LowConshohocken, PA2026-10-23
Investment Partners, Ltd.
2,822$200.8K0.0%ETFVery LowNew Philadelphia, OH2026-10-29
Citigroup Inc
2,672$190.2K0.0%CoreMediumNew York, NY2026-11-04
Key FInancial Inc
2,663$189.6K0.0%ETFLowWest Chester, PA2026-11-02
Lanark Financial, Inc.
2,280$162.3K0.0%CoreMediumBirmingham, AL2026-10-26
John A. Wolfe & Associates, Inc.
2,240$159.5K0.2%ETFLowPortage, MI2026-11-06
Private Trust Co NA
2,135$152.0K0.0%CoreLowCleveland, OH2026-10-20
Farther Finance Advisors, LLC
1,552$110.5K0.0%IndexLowSan Francisco, CA2026-10-08
WPG Advisers, LLC
1,551$110.4K0.1%CoreLowBaltimore, MD2026-10-27
Ashton Thomas Securities, LLC
900$64.1K0.0%ETFMediumRochester, NY2026-10-26
AlphaCore Capital LLC
856$60.9K0.0%ETFLowLa Jolla, CA2026-11-04
Assetmark, Inc
666$47.4K0.0%ETFLowConcord, CA2026-10-21
Sfam, LLC
629$44.8K0.0%ETFVery LowElmhurst, IL2026-11-03
EverSource Wealth Advisors, LLC
574$40.9K0.0%CoreMediumBirmingham, AL2026-11-04
Tsfg, LLC
420$300.0%ETFLowLake Forest, IL2026-10-23
Cape Investment Advisory, Inc.
300$21.4K0.0%ETFLowMcdonough, GA2026-10-13
IAG Wealth Partners, LLC
33$2.3K0.0%ETFLowWaukesha, WI2026-11-06
Spire Wealth Management
13$9250.0%GrowthMediumMclean, VA2026-10-30
Larson Financial Group LLC
10$7390.0%GrowthLowSt Louis, MO2026-11-05
Russell Investments Group, Ltd.
3$2400.0%CoreLowSeattle, WA2026-11-06