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Ishares Morningstar Small-Ca (ISCG)

CUSIP: 464288604 | NYSE | 418 institutional holders

Quarters

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

Atria Investments, Inc324,771
0.2% of portfolio›$19.9M
Black Diamond Financial, LLC205,513
1.1% of portfolio›$12.6M
Matrix Trust Co179,901
0.0% of portfolio›$11.0K
Steele Capital Management, Inc.179,901
0.4% of portfolio›$11.0M
Certified Advisory Corp124,018
0.6% of portfolio›$7.6M
Ipsen Advisor Group LLC111,948
4.6% of portfolio›$6.8M
McKinley Carter Wealth Services, Inc.106,840
0.3% of portfolio›$6.5M
Beam Wealth Advisors, Inc.102,383
1.4% of portfolio›$6.3M
MRA Advisory Group84,769
1.9% of portfolio›$5.2M
Commonwealth Equity Services, LLC56,470
0.0% of portfolio›$3.5M
Steinberganna Wealth Management46,548
1.2% of portfolio›$2.8M
Key FInancial Inc38,442
0.4% of portfolio›$2.4M
Independent Financial Group, LLC29,742
0.0% of portfolio›$1.8M
Rodgers & Associates, LTD29,540
0.2% of portfolio›$1.8M
Creative Financial Designs Inc28,650
0.1% of portfolio›$1.8M
Wealth Enhancement Trust Services, Inc.28,540
0.2% of portfolio›$1.7M
Kendall Capital Management23,496
0.2% of portfolio›$1.4M
Vaughan & Co Securities, Inc.23,298
0.7% of portfolio›$1.4M
Creative Planning22,585
0.0% of portfolio›$1.4M
Phoenix Wealth Advisors20,841
0.4% of portfolio›$1.3M
Creekside Partners19,664
0.4% of portfolio›$1.2M
G&S Capital LLC18,878
0.3% of portfolio›$1.2M
Shelton Wealth Management, LLC18,379
0.4% of portfolio›$1.1M
Gilliland Jeter Wealth Management LLC16,952
0.3% of portfolio›$1.0M
Visionary Wealth Advisors16,696
0.0% of portfolio›$1.0M
D.A. Davidson & Co.16,667
0.0% of portfolio›$1.0M
Crescent Grove Advisors, LLC14,337
0.1% of portfolio›$877.1K
Cambridge Investment Research Advisors, Inc.14,334
0.0% of portfolio›$877
Kestra Advisory Services, LLC11,317
0.0% of portfolio›$692.4K
Fifth Third Securities, Inc.10,442
0.0% of portfolio›$638.8K
Farther Finance Advisors, LLC10,006
0.0% of portfolio›$612.2K
Wealth Enhancement Advisory Services, LLC9,520
0.0% of portfolio›$585.4K
Avior Wealth Management, LLC8,873
0.0% of portfolio›$542.8K
Courage Miller Partners, LLC8,447
0.1% of portfolio›$516.8K
Asset Allocation Strategies LLC7,430
0.1% of portfolio›$454.6K
Procyon Advisors, LLC7,139
0.0% of portfolio›$436.7K
River's Edge Wealth Management, LLC6,420
0.3% of portfolio›$383.8K
Wealthcare Advisory Partners LLC6,260
0.0% of portfolio›$383.0K
Citigroup Inc5,941
0.0% of portfolio›$363.5K
Breakwater Capital Group5,693
0.0% of portfolio›$348.3K
Adell Harriman & Carpenter Inc5,396
0.0% of portfolio›$330.1K
TKG Advisors, LLC5,299
0.1% of portfolio›$324.2K
Park Avenue Securities LLC5,129
0.0% of portfolio›$314
AdvisorNet Financial, Inc4,945
0.0% of portfolio›$297.4K
Asempa Wealth Advisors4,305
0.2% of portfolio›$265.3K
Dahring | Cusmano LLC4,176
0.1% of portfolio›$255.5K
Vise Technologies, Inc.4,172
0.0% of portfolio›$255.2K
Opulen Financial Group LLC4,034
0.2% of portfolio›$246.8K
Davenport & Co LLC4,000
0.0% of portfolio›$244.7K
Burke & Herbert Bank & Trust Co3,820
0.1% of portfolio›$233.7K
Private Trust Co NA3,820
0.0% of portfolio›$233.7K
Connecticut Wealth Management, LLC3,440
0.0% of portfolio›$210.5K
StoneX Group Inc.3,428
0.0% of portfolio›$210.7K
Everhart Financial Group, Inc.3,409
0.0% of portfolio›$208.6K
Towerpoint Wealth, LLC3,298
0.1% of portfolio›$201.8K
Cape Investment Advisory, Inc.2,927
0.0% of portfolio›$179.1K
Tompkins Financial Corp1,944
0.0% of portfolio›$118.9K
Laurel Wealth Advisors LLC1,410
0.0% of portfolio›$86.3K
Parallel Advisors, LLC1,103
0.0% of portfolio›$67.5K
Physician Wealth Advisors, Inc.1,063
0.0% of portfolio›$65.1K
TD Private Client Wealth LLC1,028
0.0% of portfolio›$62.9K
Asset Dedication, LLC884
0.0% of portfolio›$54.1K
Assetmark, Inc879
0.0% of portfolio›$53.8K
Mather Group, Llc.852
0.0% of portfolio›$52.1K
Lanark Financial, Inc.681
0.0% of portfolio›$41.7K
IFP Advisors, Inc572
0.0% of portfolio›$35.0K
AlphaCore Capital LLC414
0.0% of portfolio›$25.3K
Manchester Capital Management LLC390
0.0% of portfolio›$23.9K
North Star Investment Management Corp.344
0.0% of portfolio›$21.0K
IFS Advisors, LLC313
0.0% of portfolio›$19.2K
WPG Advisers, LLC113
0.0% of portfolio›$6.9K
Root Financial Partners, LLC100
0.0% of portfolio›$6.1K
Cherry Tree Wealth Management, LLC76
0.0% of portfolio›$4.7K
Central Pacific Bank - Trust Division48
0.0% of portfolio›$2.9K
CoreCap Advisors, LLC30
0.0% of portfolio›$1.8K
StyleTurnoverLocationFiled
Atria Investments, Inc
324,771$19.9M0.2%CoreMediumCharlotte, NC2026-10-15
Black Diamond Financial, LLC
205,513$12.6M1.1%ETFVery LowTowson, MD2026-10-26
Matrix Trust Co
179,901$11.0K0.0%ETFLowDenver, CO2026-10-07
Steele Capital Management, Inc.
179,901$11.0M0.4%ETFVery LowDubuque, IA2026-11-02
Certified Advisory Corp
124,018$7.6M0.6%ETFLowAltamonte Springs, FL2026-10-29
Ipsen Advisor Group LLC
111,948$6.8M4.6%ETFLowLittle Rock, AR2026-10-29
McKinley Carter Wealth Services, Inc.
106,840$6.5M0.3%ETFMediumWheeling, WV2026-10-16
Beam Wealth Advisors, Inc.
102,383$6.3M1.4%ETFMediumCovington, LA2026-11-03
MRA Advisory Group
84,769$5.2M1.9%ETFMediumParsippany, NJ2026-10-07
Commonwealth Equity Services, LLC
56,470$3.5M0.0%ETFLowWaltham, MA2026-11-02
Steinberganna Wealth Management
46,548$2.8M1.2%ETFLowHuntington, NY2026-10-23
Key FInancial Inc
38,442$2.4M0.4%ETFLowWest Chester, PA2026-11-02
Independent Financial Group, LLC
29,742$1.8M0.0%GrowthLowSan Diego, CA2026-10-13
Rodgers & Associates, LTD
29,540$1.8M0.2%ETFVery LowLancaster, PA2026-10-20
Creative Financial Designs Inc
28,650$1.8M0.1%ETFMediumKokomo, IN2026-11-04
Wealth Enhancement Trust Services, Inc.
28,540$1.7M0.2%GrowthMediumSioux Falls, SD2026-10-07
Kendall Capital Management
23,496$1.4M0.2%GARPLowRockville, MD2026-10-23
Vaughan & Co Securities, Inc.
23,298$1.4M0.7%ETFVery LowRidgewood, NJ2026-10-23
Creative Planning
22,585$1.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Phoenix Wealth Advisors
20,841$1.3M0.4%CoreLowChapel Hill, NC2026-11-03
Creekside Partners
19,664$1.2M0.4%ETFVery LowPetaluma, CA2026-11-04
G&S Capital LLC
18,878$1.2M0.3%CoreMediumDenver, CO2026-10-23
Shelton Wealth Management, LLC
18,379$1.1M0.4%GrowthMediumFort Worth, TX2026-10-16
Gilliland Jeter Wealth Management LLC
16,952$1.0M0.3%GrowthVery LowLittle Rock, AR2026-10-28
Visionary Wealth Advisors
16,696$1.0M0.0%ETFLowO'Fallon, IL2026-11-04
D.A. Davidson & Co.
16,667$1.0M0.0%CoreLowGreat Falls, MT2026-10-28
Crescent Grove Advisors, LLC
14,337$877.1K0.1%ETFLowLake Forest, IL2026-10-21
Cambridge Investment Research Advisors, Inc.
14,334$8770.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
11,317$692.4K0.0%CoreLowAustin, TX2026-11-02
Fifth Third Securities, Inc.
10,442$638.8K0.0%ETFLowCincinnati, OH2026-10-21
Farther Finance Advisors, LLC
10,006$612.2K0.0%IndexLowSan Francisco, CA2026-10-08
Wealth Enhancement Advisory Services, LLC
9,520$585.4K0.0%CoreLowPlymouth, MN2026-10-13
Avior Wealth Management, LLC
8,873$542.8K0.0%ETFMediumOmaha, NE2026-10-13
Courage Miller Partners, LLC
8,447$516.8K0.1%ETFVery LowNorfolk, VA2026-10-21
Asset Allocation Strategies LLC
7,430$454.6K0.1%ETFMediumFarmington, MI2026-10-20
Procyon Advisors, LLC
7,139$436.7K0.0%CoreVery LowShelton, CT2026-10-21
River's Edge Wealth Management, LLC
6,420$383.8K0.3%ETFVery LowBeaver, PA2026-10-19
Wealthcare Advisory Partners LLC
6,260$383.0K0.0%ETFLowWest Chester, PA2026-10-21
Citigroup Inc
5,941$363.5K0.0%CoreMediumNew York, NY2026-11-04
Breakwater Capital Group
5,693$348.3K0.0%ETFLowParamus, NJ2026-10-09
Adell Harriman & Carpenter Inc
5,396$330.1K0.0%GrowthVery LowHouston, TX2026-11-02
TKG Advisors, LLC
5,299$324.2K0.1%MomentumMediumValparaiso, IN2026-11-02
Park Avenue Securities LLC
5,129$3140.0%ETFMediumNew York, NY2026-10-26
AdvisorNet Financial, Inc
4,945$297.4K0.0%ETFLowMinnetonka, MN2026-10-15
Asempa Wealth Advisors
4,305$265.3K0.2%ETFLowBaton Rouge, LA2026-10-07
Dahring | Cusmano LLC
4,176$255.5K0.1%ETFLowNovi, MI2026-11-03
Vise Technologies, Inc.
4,172$255.2K0.0%IndexLowNew York, NY2026-10-29
Opulen Financial Group LLC
4,034$246.8K0.2%ETFVery LowArlington, VA2026-10-22
Davenport & Co LLC
4,000$244.7K0.0%CoreMediumRichmond, VA2026-10-14
Burke & Herbert Bank & Trust Co
3,820$233.7K0.1%CoreVery LowAlexandria, VA2026-11-02
Private Trust Co NA
3,820$233.7K0.0%CoreLowCleveland, OH2026-10-20
Connecticut Wealth Management, LLC
3,440$210.5K0.0%ETFLowFarmington, CT2026-10-13
StoneX Group Inc.
3,428$210.7K0.0%ETFMediumNew York, NY2026-11-03
Everhart Financial Group, Inc.
3,409$208.6K0.0%ETFLowDublin, OH2026-10-08
Towerpoint Wealth, LLC
3,298$201.8K0.1%ETFLowSacramento, CA2026-10-13
Cape Investment Advisory, Inc.
2,927$179.1K0.0%ETFLowMcdonough, GA2026-10-13
Tompkins Financial Corp
1,944$118.9K0.0%CoreLowIthaca, NY2026-10-05
Laurel Wealth Advisors LLC
1,410$86.3K0.0%CoreVery LowCharlotte, NC2026-10-27
Parallel Advisors, LLC
1,103$67.5K0.0%IndexLowSan Francisco, CA2026-11-03
Physician Wealth Advisors, Inc.
1,063$65.1K0.0%ETFMediumMidvale, UT2026-10-20
TD Private Client Wealth LLC
1,028$62.9K0.0%ETFLowNew York, NY2026-10-28
Asset Dedication, LLC
884$54.1K0.0%ETFLowSan Francisco, CA2026-11-03
Assetmark, Inc
879$53.8K0.0%ETFLowConcord, CA2026-10-21
Mather Group, Llc.
852$52.1K0.0%ETFMediumChicago, IL2026-10-14
Lanark Financial, Inc.
681$41.7K0.0%CoreMediumBirmingham, AL2026-10-26
IFP Advisors, Inc
572$35.0K0.0%GrowthLowTampa, FL2026-10-16
AlphaCore Capital LLC
414$25.3K0.0%ETFLowLa Jolla, CA2026-11-04
Manchester Capital Management LLC
390$23.9K0.0%CoreLowManchester, VT2026-10-22
North Star Investment Management Corp.
344$21.0K0.0%CoreLowChicago, IL2026-10-27
IFS Advisors, LLC
313$19.2K0.0%ETFLowOverland Park, KS2026-10-14
WPG Advisers, LLC
113$6.9K0.0%CoreLowBaltimore, MD2026-10-27
Root Financial Partners, LLC
100$6.1K0.0%ETFMediumEncinitas, CA2026-10-21
Cherry Tree Wealth Management, LLC
76$4.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Central Pacific Bank - Trust Division
48$2.9K0.0%CoreMediumHonolulu, HI2026-10-06
CoreCap Advisors, LLC
30$1.8K0.0%ETFMediumSouthfield, MI2026-10-08