Who owns iShares Morningstar Small Growth?
- Ticker: ISCG
- CUSIP Number: 464288604
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Small Growth with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Small Growth stock
Who bought or sold iShares Morningstar Small Growth this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.3M | $59M | 420% | Dec 2023 |
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| Gallagher Fiduciary Advisors | 338k | $15M | 8% | Dec 2023 |
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| H D Vest Advisory Services | 329k | $15M | 8% | Dec 2023 |
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| Atria Investments | 327k | $14M | 100% | Dec 2023 |
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| Colony | 276k | $12M | 100% | Dec 2023 |
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| Wells Fargo & Company | 224k | $9.9M | 21% | Dec 2023 |
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| Matrix Trust | 150k | $6.6M | 0% | Dec 2023 |
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| CWM | 149k | $6.9M | 5% | Mar 2024 |
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| Steele Capital Management | 146k | $6.8M | -3% | Mar 2024 |
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| Opes Wealth Management | 108k | $4.7M | 1% | Dec 2023 |
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| Creative Financial Designs | 91k | $4.0M | 9% | Dec 2023 |
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| Royal Bank of Canada | 91k | $4.0M | 108% | Dec 2023 |
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| Black Diamond Financial | 85k | $3.7M | 3% | Dec 2023 |
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| Commonwealth Equity Services | 82k | $3.6M | 16% | Dec 2023 |
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| Raymond James Financial Services Advisors | 82k | $3.8M | -4% | Mar 2024 |
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| Advisor Group Holdings | 72k | $3.1M | -28% | Dec 2023 |
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| UBS Group | 67k | $3.0M | -1% | Dec 2023 |
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| NorthStar Asset Management | 66k | $2.9M | 100% | Dec 2023 |
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| IAG Wealth Partners | 66k | $3.1M | 5% | Mar 2024 |
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| Atria Wealth Solutions | 63k | $2.8M | 0% | Dec 2023 |
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| Certified Advisory Corp | 62k | $2.7M | -17% | Dec 2023 |
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| Members Advisory Group | 59k | $2.6M | 100% | Dec 2023 |
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| Mariner Wealth Advisors | 52k | $2.3M | 31% | Dec 2023 |
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| Frank. Day | 50k | $2.2M | 0% | Dec 2023 |
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| Level Four Advisory Services | 47k | $2.1M | 0% | Dec 2023 |
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| HighTower Advisors | 42k | $1.8M | 3% | Dec 2023 |
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| Raymond James & Associates | 39k | $1.8M | -4% | Mar 2024 |
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| Goldman Sachs Group | 35k | $1.6M | 0% | Dec 2023 |
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| Rodgers & Associates | 33k | $1.4M | 2% | Dec 2023 |
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| Ieq Capital | 32k | $1.4M | 0% | Dec 2023 |
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| CI Private Wealth | 29k | $1.3M | 73% | Dec 2023 |
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| Stifel Financial | 27k | $1.2M | 3% | Dec 2023 |
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| Global Retirement Partners | 27k | $1.2M | -7% | Mar 2024 |
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| BEAM Asset Management | 26k | $1.2M | 8% | Dec 2023 |
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| Vaughan And Company Securities | 25k | $1.1M | 0% | Dec 2023 |
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| Cambridge Investment Research Advisors | 23k | $1.1M | 176% | Mar 2024 |
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| Flagship Harbor Advisors | 22k | $1.0M | 21% | Mar 2024 |
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| Merit Financial Group | 21k | $926k | 100% | Dec 2023 |
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| Captrust Financial Advisors | 20k | $864k | 100% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 19k | $840k | -22% | Dec 2023 |
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| Citadel Advisors | 19k | $833k | 100% | Dec 2023 |
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| Private Advisor | 19k | $815k | 13% | Dec 2023 |
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| Visionary Wealth Advisors | 17k | $761k | -33% | Dec 2023 |
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| Phoenix Wealth Advisors | 16k | $682k | 60% | Dec 2023 |
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| Courage Miller Partners | 15k | $717k | -1% | Mar 2024 |
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| Crescent Grove Advisors | 14k | $631k | 0% | Dec 2023 |
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| Creative Planning | 14k | $600k | 1% | Dec 2023 |
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| Private Wealth Strategies | 13k | $587k | 0% | Dec 2023 |
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| Summit Global Investments | 13k | $563k | 100% | Dec 2023 |
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| Transamerica Financial Advisors | 13k | $555k | 100% | Dec 2023 |
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| Silver Oak Securities | 12k | $528k | 0% | Dec 2023 |
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| Change Path | 11k | $480k | -2% | Dec 2023 |
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| Chas. P. Smith & Associates, PA, CPA's | 11k | $478k | -1% | Dec 2023 |
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| GUNN & Co INVESTMENT MANAGEMENT | 11k | $478k | 100% | Dec 2023 |
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| Adell, Harriman, & Carpenter | 8.8k | $387k | 0% | Dec 2023 |
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| Breakwater Capital Group | 8.1k | $376k | -2% | Mar 2024 |
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| Madison Wealth Partners | 7.7k | $341k | 6% | Dec 2023 |
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| Aspire Wealth Management Corp | 6.5k | $284k | 0% | Dec 2023 |
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| AE Wealth Management | 6.3k | $271k | -3% | Dec 2023 |
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| Davenport & Co | 6.2k | $273k | 0% | Dec 2023 |
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| Kestra Advisory Services | 5.9k | $258k | 100% | Dec 2023 |
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| Pathstone Holdings | 5.7k | $251k | 100% | Dec 2023 |
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| Signature Securities Group Corporation | 5.4k | $250k | -12% | Mar 2024 |
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| Citigroup | 5.3k | $235k | -4% | Dec 2023 |
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| Key FInancial | 5.2k | $229k | 0% | Dec 2023 |
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| Raymond James Trust | 5.1k | $238k | 0% | Mar 2024 |
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| Towerpoint Wealth | 5.0k | $233k | 0% | Mar 2024 |
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| LexAurum Advisors | 4.9k | $215k | -62% | Dec 2023 |
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| MAI Wealth Advisors | 4.8k | $211k | 100% | Dec 2023 |
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| Arkadios Wealth Advisors | 4.7k | $209k | -11% | Dec 2023 |
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| Prospera Financial Services | 4.7k | $207k | -72% | Dec 2023 |
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| Ellis Investment Partners | 4.5k | $207k | 100% | Mar 2024 |
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| AdvisorNet Financial | 4.1k | $190k | -5% | Mar 2024 |
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| Cape Investment Advisory | 3.4k | $150k | 0% | Dec 2023 |
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| IFP Advisors | 3.3k | $146k | 0% | Dec 2023 |
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| Lisa Snider | 3.3k | $152k | 0% | Mar 2024 |
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| Ritter Daniher Financial Advisory LLC / DE | 3.2k | $140k | 100% | Dec 2023 |
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| Principal Securities | 2.9k | $126k | 100% | Dec 2023 |
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| Harbour Investments | 2.4k | $107k | 0% | Dec 2023 |
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| Advisory Services Network | 2.4k | $105k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 2.0k | $88k | -67% | Dec 2023 |
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| Private Trust Co Na | 2.0k | $91k | -37% | Mar 2024 |
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| Tompkins Financial Corp | 1.9k | $91k | 0% | Mar 2024 |
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| Smartleaf Asset Management | 1.8k | $82k | 100% | Dec 2023 |
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| Us Bancorp | 1.4k | $60k | 0% | Dec 2023 |
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| Archer Investment Corp | 1.1k | $48k | 114% | Dec 2023 |
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| Benjamin F. Edwards & Company | 910.00 | $40k | -9% | Dec 2023 |
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| Assetmark | 753.00 | $33k | 0% | Dec 2023 |
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| Asset Dedication | 695.00 | $32k | 0% | Mar 2024 |
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| William Blair $ Company | 660.00 | $29k | 0% | Dec 2023 |
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| Nbc Securities | 486.00 | $22k | -7% | Mar 2024 |
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| McClarren Financial Advisors | 475.00 | $21k | 1% | Dec 2023 |
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| Steward Partners Investment Advisory | 468.00 | $21k | 0% | Dec 2023 |
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| Manchester Capital Management | 390.00 | $17k | 0% | Dec 2023 |
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| MCF Advisors | 343.00 | $16k | 0% | Mar 2024 |
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| Tyler-Stone Wealth Management | 300.00 | $13k | 0% | Dec 2023 |
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| Lowe fs | 210.00 | $9.8k | 0% | Mar 2024 |
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| Webster Bank, N. A. | 150.00 | $7.0k | 0% | Mar 2024 |
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| Gleason Group | 126.00 | $5.9k | 0% | Mar 2024 |
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| Geneos Wealth Management | 86.00 | $3.8k | -39% | Dec 2023 |
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| Cherry Tree Wealth Management | 76.00 | $3.3k | 100% | Dec 2023 |
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| Investors Research Corp | 72.00 | $3.2k | 0% | Dec 2023 |
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| Farther Finance Advisors | 54.00 | $2.4k | 100% | Dec 2023 |
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| TSFG | 30.00 | $999.999000 | 0% | Mar 2024 |
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| Wetzel Investment Advisors | 30.00 | $1.3k | 0% | Mar 2024 |
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| Mendota Financial Group | 11.00 | $484.000000 | 0% | Dec 2023 |
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| Huntington National Bank | 1.00 | $44.000000 | 0% | Dec 2023 |
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Who sold out of iShares Morningstar Small Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tempus Wealth Planning | Dec 2023 | 33k | $1.4M |
| Clarus Wealth Advisors | Dec 2023 | 31k | $1.3M |
| Flow Traders US | Sep 2023 | 14k | $550k |
| Emerald Investment Partners | Sep 2023 | 2.5k | $97k |
| Concord Wealth Partners | Sep 2023 | 1.5k | $58k |
| Integrity Financial Corp | Sep 2023 | 1.3k | $49k |
| Milestone Group | Sep 2023 | 414.00 | $16k |
| Baker Avenue Asset Management | Sep 2023 | 188.00 | $7.3k |
| FNY Investment Advisers | Sep 2023 | 100.00 | $3.0k |