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Ishares Morningstar Small-Ca (ISCV)

CUSIP: 464288703 | NYSE | 383 institutional holders

Quarters

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

Exchange Traded Concepts, LLC1,188,953
0.4% of portfolio›$88.9M
Vaughan & Co Securities, Inc.292,318
10.3% of portfolio›$21.9M
Matrix Trust Co189,541
0.0% of portfolio›$14.2K
Steele Capital Management, Inc.189,541
0.5% of portfolio›$14.2M
Ipsen Advisor Group LLC54,004
2.7% of portfolio›$4.0M
Chicago Partners Investment Group LLC49,614
0.1% of portfolio›$3.8M
Kestra Advisory Services, LLC47,188
0.0% of portfolio›$3.5M
Viewpoint Capital Management LLC44,614
1.6% of portfolio›$3.3M
Rodgers & Associates, LTD39,999
0.3% of portfolio›$3.0M
Commonwealth Equity Services, LLC38,475
0.0% of portfolio›$2.9M
HUB Investment Partners, LLC30,000
0.0% of portfolio›$2.2M
Twin Cities Retirement Group LLC27,125
1.7% of portfolio›$2.0M
Black Diamond Financial, LLC21,169
0.1% of portfolio›$1.6M
D.A. Davidson & Co.20,970
0.0% of portfolio›$1.6M
Key FInancial Inc10,886
0.1% of portfolio›$814.3K
Cambridge Investment Research Advisors, Inc.10,668
0.0% of portfolio›$798
Abel Hall, LLC9,799
0.1% of portfolio›$733.0K
Kelly Financial Group LLC8,921
0.2% of portfolio›$667.3K
Wealth Enhancement Advisory Services, LLC7,454
0.0% of portfolio›$562.3K
Courage Miller Partners, LLC6,727
0.1% of portfolio›$503.2K
Northwest Wealth Advisors, LLC6,475
0.2% of portfolio›$484.4K
Asset Dedication, LLC5,889
0.0% of portfolio›$440.5K
Sensible Money, LLC5,787
0.1% of portfolio›$432.9K
Towerpoint Wealth, LLC4,999
0.1% of portfolio›$374.0K
Farther Finance Advisors, LLC4,642
0.0% of portfolio›$347.3K
Creative Planning4,520
0.0% of portfolio›$338.1K
Lanark Financial, Inc.4,399
0.0% of portfolio›$329.1K
Unified Investment Management3,931
0.3% of portfolio›$294.1K
Park Avenue Securities LLC3,764
0.0% of portfolio›$282
Citigroup Inc3,741
0.0% of portfolio›$279.9K
Vise Technologies, Inc.3,713
0.0% of portfolio›$277.7K
Kohmann Bosshard Financial Services, LLC3,691
0.0% of portfolio›$276.1K
JIM Saulnier & Associates, LLC3,510
0.1% of portfolio›$262.5K
Independent Financial Group, LLC3,500
0.0% of portfolio›$261.8K
Barrett & Company, Inc.3,154
0.1% of portfolio›$236.0K
Ashton Thomas Securities, LLC3,150
0.0% of portfolio›$235.6K
RMR Capital Management, LLC3,032
0.2% of portfolio›$226.8K
Richwood Investment Advisors, LLC2,775
0.1% of portfolio›$207.6K
Sage Financial Group Inc2,758
0.0% of portfolio›$206.3K
Perigon Wealth Management, LLC2,697
0.0% of portfolio›$201.8K
City State Bank2,196
0.0% of portfolio›$164.3K
Harbor Investment Advisory, LLC1,978
0.0% of portfolio›$148.0K
Laurel Wealth Advisors LLC840
0.0% of portfolio›$62.8K
Capital Investment Advisory Services, LLC800
0.0% of portfolio›$59.8K
Cedar Mountain Advisors, LLC727
0.0% of portfolio›$54.4K
Daytona Street Capital LLC700
0.0% of portfolio›$53.1K
Mather Group, Llc.540
0.0% of portfolio›$40.4K
Private Trust Co NA467
0.0% of portfolio›$34.9K
Root Financial Partners, LLC391
0.0% of portfolio›$29.2K
Eukles Asset Management117
0.0% of portfolio›$8.8K
Cape Investment Advisory, Inc.101
0.0% of portfolio›$7.5K
Assetmark, Inc76
0.0% of portfolio›$5.7K
Olistico Wealth, LLC75
0.0% of portfolio›$5.6K
Parkside Financial Bank & Trust73
0.0% of portfolio›$5.5K
Fortitude Family Office, LLC61
0.0% of portfolio›$4.6K
Rydar Equities, Inc.55
0.0% of portfolio›$4.1K
Buck Wealth Strategies, LLC54
0.0% of portfolio›$4.0K
Signature Equity Partners, LLC33
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Exchange Traded Concepts, LLC
1,188,953$88.9M0.4%GrowthMediumOklahoma City, OK2026-10-28
Vaughan & Co Securities, Inc.
292,318$21.9M10.3%ETFVery LowRidgewood, NJ2026-10-23
Matrix Trust Co
189,541$14.2K0.0%ETFLowDenver, CO2026-10-07
Steele Capital Management, Inc.
189,541$14.2M0.5%ETFVery LowDubuque, IA2026-11-02
Ipsen Advisor Group LLC
54,004$4.0M2.7%ETFLowLittle Rock, AR2026-10-29
Chicago Partners Investment Group LLC
49,614$3.8M0.1%GARPLowChicago, IL2026-10-27
Kestra Advisory Services, LLC
47,188$3.5M0.0%CoreLowAustin, TX2026-11-02
Viewpoint Capital Management LLC
44,614$3.3M1.6%CoreVery LowSeattle, WA2026-10-27
Rodgers & Associates, LTD
39,999$3.0M0.3%ETFVery LowLancaster, PA2026-10-20
Commonwealth Equity Services, LLC
38,475$2.9M0.0%ETFLowWaltham, MA2026-11-02
HUB Investment Partners, LLC
30,000$2.2M0.0%GrowthLowAustin, TX2026-11-03
Twin Cities Retirement Group LLC
27,125$2.0M1.7%ETFVery LowPlymouth, MN2026-10-16
Black Diamond Financial, LLC
21,169$1.6M0.1%ETFVery LowTowson, MD2026-10-26
D.A. Davidson & Co.
20,970$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Key FInancial Inc
10,886$814.3K0.1%ETFLowWest Chester, PA2026-11-02
Cambridge Investment Research Advisors, Inc.
10,668$7980.0%ETFLowFairfield, IA2026-11-02
Abel Hall, LLC
9,799$733.0K0.1%CoreMediumBaton Rouge, LA2026-10-19
Kelly Financial Group LLC
8,921$667.3K0.2%ETFLowWethersfield, CT2026-10-16
Wealth Enhancement Advisory Services, LLC
7,454$562.3K0.0%CoreLowPlymouth, MN2026-10-13
Courage Miller Partners, LLC
6,727$503.2K0.1%ETFVery LowNorfolk, VA2026-10-21
Northwest Wealth Advisors, LLC
6,475$484.4K0.2%ETFVery LowBellingham, WA2026-11-02
Asset Dedication, LLC
5,889$440.5K0.0%ETFLowSan Francisco, CA2026-11-03
Sensible Money, LLC
5,787$432.9K0.1%ETFVery LowScottsdale, AZ2026-10-20
Towerpoint Wealth, LLC
4,999$374.0K0.1%ETFLowSacramento, CA2026-10-13
Farther Finance Advisors, LLC
4,642$347.3K0.0%IndexLowSan Francisco, CA2026-10-08
Creative Planning
4,520$338.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Lanark Financial, Inc.
4,399$329.1K0.0%CoreMediumBirmingham, AL2026-10-26
Unified Investment Management
3,931$294.1K0.3%CoreLowAtlanta, GA2026-10-14
Park Avenue Securities LLC
3,764$2820.0%ETFMediumNew York, NY2026-10-26
Citigroup Inc
3,741$279.9K0.0%CoreMediumNew York, NY2026-11-04
Vise Technologies, Inc.
3,713$277.7K0.0%IndexLowNew York, NY2026-10-29
Kohmann Bosshard Financial Services, LLC
3,691$276.1K0.0%ETFLowFairlawn, OH2026-11-04
JIM Saulnier & Associates, LLC
3,510$262.5K0.1%ETFLowFort Collins, CO2026-11-04
Independent Financial Group, LLC
3,500$261.8K0.0%GrowthLowSan Diego, CA2026-10-13
Barrett & Company, Inc.
3,154$236.0K0.1%ETFLowProvidence, RI2026-10-22
Ashton Thomas Securities, LLC
3,150$235.6K0.0%ETFMediumRochester, NY2026-10-26
RMR Capital Management, LLC
3,032$226.8K0.2%ValueVery LowTustin, CA2026-10-23
Richwood Investment Advisors, LLC
2,775$207.6K0.1%CoreLowCincinnati, OH2026-10-30
Sage Financial Group Inc
2,758$206.3K0.0%ETFVery LowW. Conshohocken, PA2026-10-27
Perigon Wealth Management, LLC
2,697$201.8K0.0%GrowthLowSan Francisco, CA2026-10-22
City State Bank
2,196$164.3K0.0%GrowthVery LowNorwalk, IA2026-10-20
Harbor Investment Advisory, LLC
1,978$148.0K0.0%GrowthLowLutherville, MD2026-10-13
Laurel Wealth Advisors LLC
840$62.8K0.0%CoreVery LowCharlotte, NC2026-10-27
Capital Investment Advisory Services, LLC
800$59.8K0.0%CoreMediumRaleigh, NC2026-10-30
Cedar Mountain Advisors, LLC
727$54.4K0.0%ETFVery LowLake Oswego, OR2026-10-15
Daytona Street Capital LLC
700$53.1K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Mather Group, Llc.
540$40.4K0.0%ETFMediumChicago, IL2026-10-14
Private Trust Co NA
467$34.9K0.0%CoreLowCleveland, OH2026-10-20
Root Financial Partners, LLC
391$29.2K0.0%ETFMediumEncinitas, CA2026-10-21
Eukles Asset Management
117$8.8K0.0%CoreLowCincinnati, OH2026-11-04
Cape Investment Advisory, Inc.
101$7.5K0.0%ETFLowMcdonough, GA2026-10-13
Assetmark, Inc
76$5.7K0.0%ETFLowConcord, CA2026-10-21
Olistico Wealth, LLC
75$5.6K0.0%GrowthVery LowTulsa, OK2026-10-05
Parkside Financial Bank & Trust
73$5.5K0.0%CoreVery LowSaint Louis, MO2026-10-27
Fortitude Family Office, LLC
61$4.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Rydar Equities, Inc.
55$4.1K0.0%CoreVery LowWeatherford, TX2026-10-13
Buck Wealth Strategies, LLC
54$4.0K0.0%ValueMediumDenver, CO2026-10-28
Signature Equity Partners, LLC
33$2.5K0.0%GrowthMediumColumbus, OH2026-10-29