Ishares Morningstar SM Cap (ISCB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares201,540 from 198,078

Change+3,462 (+2%)

Value$14.3M (-$608.9K)

Filed 2026-11-06

Goldstein Advisors, LLC

DECREASED

Shares35,770 from 36,131

Change-361 (-1%)

Value$2.5M (-$181.7K)

Filed 2026-10-15

Commonwealth Equity Services, LLC

INCREASED

Shares29,596 from 26,267

Change+3,329 (+13%)

Value$2.1M (+$123.5K)

Filed 2026-11-02

Choreo, LLC

INCREASED

Shares25,093 from 25,010

Change+83 (+0%)

Value$1.8M (-$102.0K)

Filed 2026-10-28

Nations Financial Group Inc,

DECREASED

Shares19,444 from 19,651

Change-207 (-1%)

Value$1.4M (-$99.6K)

Filed 2026-11-05

Perigon Wealth Management, LLC

INCREASED

Shares10,947 from 10,940

Change+7 (+0%)

Value$779.3K (-$46.8K)

Filed 2026-10-22

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares9,256 from 5,833

Change+3,423 (+59%)

Value$659 (-$439.3K)

Filed 2026-11-02

Richwood Investment Advisors, LLC

DECREASED

Shares8,554 from 8,934

Change-380 (-4%)

Value$609.0K (-$65.6K)

Filed 2026-10-30

Legacy Wealth Partners, LLC

DECREASED

Shares8,300 from 8,463

Change-163 (-2%)

Value$590.9K (-$48.1K)

Filed 2026-10-15

PNC Financial Services Group, Inc.

UNCHANGED

Shares8,000 from 8,000

Change0 (0%)

Value$569.5K (-$34.5K)

Filed 2026-11-06

Parsons Capital Management Inc

UNCHANGED

Shares6,180 from 6,180

Change0 (0%)

Value$440.0K (-$26.7K)

Filed 2026-10-28

Opulen Financial Group LLC

DECREASED

Shares6,097 from 6,216

Change-119 (-2%)

Value$434.0K (-$35.4K)

Filed 2026-10-22

Brighton Jones LLC

INCREASED

Shares6,039 from 6,018

Change+21 (+0%)

Value$429.9K (-$24.5K)

Filed 2026-11-03

Lido Advisors, LLC

INCREASED

Shares5,976 from 5,956

Change+20 (+0%)

Value$425.5K (-$24.3K)

Filed 2026-11-04

PPS&V Asset Management Consultants, Inc.

UNCHANGED

Shares5,755 from 5,755

Change0 (0%)

Value$409.7K (-$24.9K)

Filed 2026-10-06

Phillip James Consulting Co.

NEW

Shares5,240

Change+5,240

Value$373.0K

Filed 2026-11-03

Creative Planning

INCREASED

Shares5,127 from 3,923

Change+1,204 (+31%)

Value$365.0K (+$68.8K)

Filed 2026-11-02

Christensen, King & Associates Investment Services, Inc.

INCREASED

Shares4,780 from 4,777

Change+3 (+0%)

Value$340.3K (-$20.4K)

Filed 2026-10-22

Merit Financial Group, LLC

INCREASED

Shares4,699 from 4,692

Change+7 (+0%)

Value$334.5K (-$19.8K)

Filed 2026-11-06

Pathway Financial Advisors LLC

UNCHANGED

Shares4,350 from 4,350

Change0 (0%)

Value$309.7K (-$16.6K)

Filed 2026-10-07

Flagstar Securities, Inc

DECREASED

Shares3,891 from 4,348

Change-457 (-11%)

Value$277.0K (-$51.3K)

Filed 2026-10-15

Wealth Enhancement Advisory Services, LLC

INCREASED

Shares3,701 from 3,541

Change+160 (+5%)

Value$264.6K (+$887)

Filed 2026-10-13

Kestra Advisory Services, LLC

INCREASED

Shares3,410 from 3,226

Change+184 (+6%)

Value$242.8K (-$799)

Filed 2026-11-02

Fifth Third Bancorp

DECREASED

Shares3,406 from 3,645

Change-239 (-7%)

Value$242.5K (-$32.8K)

Filed 2026-11-05

Smith Chas P & Associates PA Cpas

UNCHANGED

Shares3,184 from 3,184

Change0 (0%)

Value$225.0K (-$15.4K)

Filed 2026-10-22

JIM Saulnier & Associates, LLC

DECREASED

Shares3,181 from 4,836

Change-1,655 (-34%)

Value$226.4K (-$138.7K)

Filed 2026-11-04

Schneider Downs Wealth Management Advisors, LP

UNCHANGED

Shares3,040 from 3,040

Change0 (0%)

Value$216.4K (-$13.1K)

Filed 2026-10-27

Compass Ion Advisors, LLC

UNCHANGED

Shares2,936 from 2,936

Change0 (0%)

Value$209.0K (-$12.7K)

Filed 2026-10-23

Investment Partners, Ltd.

NEW

Shares2,822

Change+2,822

Value$200.8K

Filed 2026-10-29

Citigroup Inc

INCREASED

Shares2,672 from 2,111

Change+561 (+27%)

Value$190.2K (+$30.8K)

Filed 2026-11-04

Key FInancial Inc

INCREASED

Shares2,663 from 2,320

Change+343 (+15%)

Value$189.6K (+$14.4K)

Filed 2026-11-02

Lanark Financial, Inc.

DECREASED

Shares2,280 from 2,325

Change-45 (-2%)

Value$162.3K (-$13.2K)

Filed 2026-10-26

John A. Wolfe & Associates, Inc.

UNCHANGED

Shares2,240 from 2,240

Change0 (0%)

Value$159.5K (-$9.7K)

Filed 2026-11-06

Private Trust Co NA

UNCHANGED

Shares2,135 from 2,135

Change0 (0%)

Value$152.0K (-$9.2K)

Filed 2026-10-20

Farther Finance Advisors, LLC

UNCHANGED

Shares1,552 from 1,552

Change0 (0%)

Value$110.5K (-$6.7K)

Filed 2026-10-08

WPG Advisers, LLC

DECREASED

Shares1,551 from 1,616

Change-65 (-4%)

Value$110.4K (-$11.6K)

Filed 2026-10-27

Ashton Thomas Securities, LLC

NEW

Shares900

Change+900

Value$64.1K

Filed 2026-10-26

AlphaCore Capital LLC

NEW

Shares856

Change+856

Value$60.9K

Filed 2026-11-04

Assetmark, Inc

DECREASED

Shares666 from 778

Change-112 (-14%)

Value$47.4K (-$11.3K)

Filed 2026-10-21

Sfam, LLC

UNCHANGED

Shares629 from 629

Change0 (0%)

Value$44.8K (-$2.7K)

Filed 2026-11-03

EverSource Wealth Advisors, LLC

UNCHANGED

Shares574 from 574

Change0 (0%)

Value$40.9K (-$2.5K)

Filed 2026-11-04

Tsfg, LLC

UNCHANGED

Shares420 from 420

Change0 (0%)

Value$30 (-$32.0K)

Filed 2026-10-23

Cape Investment Advisory, Inc.

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$21.4K (-$1.3K)

Filed 2026-10-13

IAG Wealth Partners, LLC

DECREASED

Shares33 from 93

Change-60 (-65%)

Value$2.3K (-$4.7K)

Filed 2026-11-06

Spire Wealth Management

DECREASED

Shares13 from 91

Change-78 (-86%)

Value$925 (-$5.9K)

Filed 2026-10-30

Larson Financial Group LLC

DECREASED

Shares10 from 649

Change-639 (-98%)

Value$739 (-$48.3K)

Filed 2026-11-05

Russell Investments Group, Ltd.

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$240 (-$14)

Filed 2026-11-06

Savant Capital, LLC

CLOSED

Shares0 from 2,858

Change-2,858 (-100%)

Value$0 (-$215.8K)

Filed 2026-11-06

Sage Financial Group Inc

CLOSED

Shares0 from 2,685

Change-2,685 (-100%)

Value$0 (-$202.7K)

Filed 2026-10-27

Asset Dedication, LLC

CLOSED

Shares0 from 518

Change-518 (-100%)

Value$0 (-$39.1K)

Filed 2026-11-03

Morgan Stanley

N/A

Shares— from 349,227

Change-349,227 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 271,969

Change-271,969 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 72,111

Change-72,111 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 63,984

Change-63,984 (-100%)

Value—

Gladstone Institutional Advisory LLC

N/A

Shares— from 34,130

Change-34,130 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 33,640

Change-33,640 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 29,413

Change-29,413 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 26,647

Change-26,647 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 26,509

Change-26,509 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 25,966

Change-25,966 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 22,567

Change-22,567 (-100%)

Value—

UBS Group AG

N/A

Shares— from 21,740

Change-21,740 (-100%)

Value—

Brand Asset Management Group, Inc.

N/A

Shares— from 21,119

Change-21,119 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 20,184

Change-20,184 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 19,907

Change-19,907 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 17,214

Change-17,214 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 12,208

Change-12,208 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 10,299

Change-10,299 (-100%)

Value—

FMR LLC

N/A

Shares— from 7,776

Change-7,776 (-100%)

Value—

United Capital Financial Advisors, LLC

N/A

Shares— from 7,748

Change-7,748 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 6,926

Change-6,926 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 6,477

Change-6,477 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 6,099

Change-6,099 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 5,446

Change-5,446 (-100%)

Value—

New Insight Wealth Advisors

N/A

Shares— from 4,880

Change-4,880 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 4,110

Change-4,110 (-100%)

Value—

Guardian Wealth Advisors, LLC / NC

N/A

Shares— from 4,041

Change-4,041 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 3,840

Change-3,840 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 3,750

Change-3,750 (-100%)

Value—

Bartlett & Co. Wealth Management LLC

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

Strategic Financial Planning, Inc.

N/A

Shares— from 3,580

Change-3,580 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 3,088

Change-3,088 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 2,998

Change-2,998 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 1,378

Change-1,378 (-100%)

Value—

Matrix Private Capital Group LLC

N/A

Shares— from 792

Change-792 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 561

Change-561 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 400

Change-400 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 374

Change-374 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 287

Change-287 (-100%)

Value—

Colonial Trust Advisors

N/A

Shares— from 247

Change-247 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 143

Change-143 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 64

Change-64 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	201,540	198,078	+3,462	+2%	$15.0M	$14.3M	-$608.9K	2026-11-06
Goldstein Advisors, LLC	DECREASED	35,770	36,131	-361	-1%	$2.7M	$2.5M	-$181.7K	2026-10-15
Commonwealth Equity Services, LLC	INCREASED	29,596	26,267	+3,329	+13%	$2.0M	$2.1M	+$123.5K	2026-11-02
Choreo, LLC	INCREASED	25,093	25,010	+83	+0%	$1.9M	$1.8M	-$102.0K	2026-10-28
Nations Financial Group Inc,	DECREASED	19,444	19,651	-207	-1%	$1.5M	$1.4M	-$99.6K	2026-11-05
Perigon Wealth Management, LLC	INCREASED	10,947	10,940	+7	+0%	$826.0K	$779.3K	-$46.8K	2026-10-22
Cambridge Investment Research Advisors, Inc.	INCREASED	9,256	5,833	+3,423	+59%	$440.0K	$659	-$439.3K	2026-11-02
Richwood Investment Advisors, LLC	DECREASED	8,554	8,934	-380	-4%	$674.6K	$609.0K	-$65.6K	2026-10-30
Legacy Wealth Partners, LLC	DECREASED	8,300	8,463	-163	-2%	$639.0K	$590.9K	-$48.1K	2026-10-15
PNC Financial Services Group, Inc.	UNCHANGED	8,000	8,000	0	0%	$604.1K	$569.5K	-$34.5K	2026-11-06
Parsons Capital Management Inc	UNCHANGED	6,180	6,180	0	0%	$466.6K	$440.0K	-$26.7K	2026-10-28
Opulen Financial Group LLC	DECREASED	6,097	6,216	-119	-2%	$469.4K	$434.0K	-$35.4K	2026-10-22
Brighton Jones LLC	INCREASED	6,039	6,018	+21	+0%	$454.4K	$429.9K	-$24.5K	2026-11-03
Lido Advisors, LLC	INCREASED	5,976	5,956	+20	+0%	$449.7K	$425.5K	-$24.3K	2026-11-04
PPS&V Asset Management Consultants, Inc.	UNCHANGED	5,755	5,755	0	0%	$434.6K	$409.7K	-$24.9K	2026-10-06
Phillip James Consulting Co.	NEW	5,240	—	+5,240	—	—	$373.0K	—	2026-11-03
Creative Planning	INCREASED	5,127	3,923	+1,204	+31%	$296.2K	$365.0K	+$68.8K	2026-11-02
Christensen, King & Associates Investment Services, Inc.	INCREASED	4,780	4,777	+3	+0%	$360.7K	$340.3K	-$20.4K	2026-10-22
Merit Financial Group, LLC	INCREASED	4,699	4,692	+7	+0%	$354.3K	$334.5K	-$19.8K	2026-11-06
Pathway Financial Advisors LLC	UNCHANGED	4,350	4,350	0	0%	$326.3K	$309.7K	-$16.6K	2026-10-07
Flagstar Securities, Inc	DECREASED	3,891	4,348	-457	-11%	$328.3K	$277.0K	-$51.3K	2026-10-15
Wealth Enhancement Advisory Services, LLC	INCREASED	3,701	3,541	+160	+5%	$263.7K	$264.6K	+$887	2026-10-13
Kestra Advisory Services, LLC	INCREASED	3,410	3,226	+184	+6%	$243.6K	$242.8K	-$799	2026-11-02
Fifth Third Bancorp	DECREASED	3,406	3,645	-239	-7%	$275.2K	$242.5K	-$32.8K	2026-11-05
Smith Chas P & Associates PA Cpas	UNCHANGED	3,184	3,184	0	0%	$240.4K	$225.0K	-$15.4K	2026-10-22
JIM Saulnier & Associates, LLC	DECREASED	3,181	4,836	-1,655	-34%	$365.1K	$226.4K	-$138.7K	2026-11-04
Schneider Downs Wealth Management Advisors, LP	UNCHANGED	3,040	3,040	0	0%	$229.5K	$216.4K	-$13.1K	2026-10-27
Compass Ion Advisors, LLC	UNCHANGED	2,936	2,936	0	0%	$221.7K	$209.0K	-$12.7K	2026-10-23
Investment Partners, Ltd.	NEW	2,822	—	+2,822	—	—	$200.8K	—	2026-10-29
Citigroup Inc	INCREASED	2,672	2,111	+561	+27%	$159.4K	$190.2K	+$30.8K	2026-11-04
Key FInancial Inc	INCREASED	2,663	2,320	+343	+15%	$175.2K	$189.6K	+$14.4K	2026-11-02
Lanark Financial, Inc.	DECREASED	2,280	2,325	-45	-2%	$175.6K	$162.3K	-$13.2K	2026-10-26
John A. Wolfe & Associates, Inc.	UNCHANGED	2,240	2,240	0	0%	$169.1K	$159.5K	-$9.7K	2026-11-06
Private Trust Co NA	UNCHANGED	2,135	2,135	0	0%	$161.2K	$152.0K	-$9.2K	2026-10-20
Farther Finance Advisors, LLC	UNCHANGED	1,552	1,552	0	0%	$117.2K	$110.5K	-$6.7K	2026-10-08
WPG Advisers, LLC	DECREASED	1,551	1,616	-65	-4%	$122.0K	$110.4K	-$11.6K	2026-10-27
Ashton Thomas Securities, LLC	NEW	900	—	+900	—	—	$64.1K	—	2026-10-26
AlphaCore Capital LLC	NEW	856	—	+856	—	—	$60.9K	—	2026-11-04
Assetmark, Inc	DECREASED	666	778	-112	-14%	$58.7K	$47.4K	-$11.3K	2026-10-21
Sfam, LLC	UNCHANGED	629	629	0	0%	$47.5K	$44.8K	-$2.7K	2026-11-03
EverSource Wealth Advisors, LLC	UNCHANGED	574	574	0	0%	$43.3K	$40.9K	-$2.5K	2026-11-04
Tsfg, LLC	UNCHANGED	420	420	0	0%	$32.0K	$30	-$32.0K	2026-10-23
Cape Investment Advisory, Inc.	UNCHANGED	300	300	0	0%	$22.7K	$21.4K	-$1.3K	2026-10-13
IAG Wealth Partners, LLC	DECREASED	33	93	-60	-65%	$7.0K	$2.3K	-$4.7K	2026-11-06
Spire Wealth Management	DECREASED	13	91	-78	-86%	$6.9K	$925	-$5.9K	2026-10-30
Larson Financial Group LLC	DECREASED	10	649	-639	-98%	$49.0K	$739	-$48.3K	2026-11-05
Russell Investments Group, Ltd.	UNCHANGED	3	3	0	0%	$254	$240	-$14	2026-11-06
Savant Capital, LLC	CLOSED	0	2,858	-2,858	-100%	$215.8K	$0	-$215.8K	2026-11-06
Sage Financial Group Inc	CLOSED	0	2,685	-2,685	-100%	$202.7K	$0	-$202.7K	2026-10-27
Asset Dedication, LLC	CLOSED	0	518	-518	-100%	$39.1K	$0	-$39.1K	2026-11-03
Morgan Stanley	N/A	—	349,227	-349,227	-100%	$26.4M	—	—	—
Cetera Investment Advisers	N/A	—	271,969	-271,969	-100%	$20.5M	—	—	—
Wells Fargo & Company	N/A	—	72,111	-72,111	-100%	$5.4M	—	—	—
Bank of America Corp	N/A	—	63,984	-63,984	-100%	$4.8M	—	—	—
Gladstone Institutional Advisory LLC	N/A	—	34,130	-34,130	-100%	$2.6M	—	—	—
Raymond James Financial Inc	N/A	—	33,640	-33,640	-100%	$2.5M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	29,413	-29,413	-100%	$2.2M	—	—	—
HighTower Advisors, LLC	N/A	—	26,647	-26,647	-100%	$2.0M	—	—	—
Citadel Advisors LLC	N/A	—	26,509	-26,509	-100%	$2.0M	—	—	—
Mercer Global Advisors Inc	N/A	—	25,966	-25,966	-100%	$2.0M	—	—	—
Ameriprise Financial Inc	N/A	—	22,567	-22,567	-100%	$1.7M	—	—	—
UBS Group AG	N/A	—	21,740	-21,740	-100%	$1.6M	—	—	—
Brand Asset Management Group, Inc.	N/A	—	21,119	-21,119	-100%	$1.6M	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	20,184	-20,184	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	19,907	-19,907	-100%	$1.5M	—	—	—
JPMorgan Chase & Co	N/A	—	17,214	-17,214	-100%	$1.3M	—	—	—
Jones Financial Companies Lllp	N/A	—	12,208	-12,208	-100%	$914.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	10,299	-10,299	-100%	$778.0K	—	—	—
FMR LLC	N/A	—	7,776	-7,776	-100%	$587.1K	—	—	—
United Capital Financial Advisors, LLC	N/A	—	7,748	-7,748	-100%	$584.8K	—	—	—
Private Advisor Group, LLC	N/A	—	6,926	-6,926	-100%	$522.9K	—	—	—
Mariner, LLC	N/A	—	6,477	-6,477	-100%	$489.1K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	6,099	-6,099	-100%	$460.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	5,446	-5,446	-100%	$411.2K	—	—	—
New Insight Wealth Advisors	N/A	—	4,880	-4,880	-100%	$368.5K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	4,110	-4,110	-100%	$310.3K	—	—	—
Guardian Wealth Advisors, LLC / NC	N/A	—	4,041	-4,041	-100%	$305.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	3,840	-3,840	-100%	$290.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	3,750	-3,750	-100%	$283.2K	—	—	—
Bartlett & Co. Wealth Management LLC	N/A	—	3,600	-3,600	-100%	$271.8K	—	—	—
Strategic Financial Planning, Inc.	N/A	—	3,580	-3,580	-100%	$270.3K	—	—	—
Janney Montgomery Scott LLC	N/A	—	3,088	-3,088	-100%	$233.0K	—	—	—
Principal Securities, Inc.	N/A	—	2,998	-2,998	-100%	$226.4K	—	—	—
Geneos Wealth Management Inc.	N/A	—	1,378	-1,378	-100%	$104.1K	—	—	—
Matrix Private Capital Group LLC	N/A	—	792	-792	-100%	$59.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	561	-561	-100%	$42.4K	—	—	—
Synergy Investment Management, LLC	N/A	—	400	-400	-100%	$30.2K	—	—	—
Harbour Investments, Inc.	N/A	—	374	-374	-100%	$28.2K	—	—	—
Global Retirement Partners, LLC	N/A	—	287	-287	-100%	$21.7K	—	—	—
Colonial Trust Advisors	N/A	—	247	-247	-100%	$18.7K	—	—	—
Bank of Montreal	N/A	—	143	-143	-100%	$10.8K	—	—	—
Vanguard Advisers Inc	N/A	—	64	-64	-100%	$4.9K	—	—	—

Showing 92 of 92 institutions