Who owns iShares Morningstar Small Core Idx?
- Ticker: ISCB
- CUSIP Number: 464288505
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Small Core Idx with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Small Core Idx stock
Who bought or sold iShares Morningstar Small Core Idx this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 270k | $18M | 2% | Dec 2025 |
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| LPL Financial | 178k | $12M | 5% | Dec 2025 |
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| Wells Fargo & Company | 71k | $4.6M | 0% | Dec 2025 |
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| Goldman Sachs Group | 44k | $2.8M | 0% | Dec 2025 |
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| Goldstein Advisors | 38k | $2.5M | -3% | Dec 2025 |
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| Gladstone Institutional Advisory | 37k | $2.4M | -2% | Dec 2025 |
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| Commonwealth Equity Services | 35k | $2.2M | -3% | Dec 2025 |
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| Raymond James Financial | 33k | $2.1M | -1% | Sep 2025 |
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| Citadel Advisors | 32k | $2.0M | 193% | Sep 2025 |
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| Rockefeller Capital Management | 29k | $1.9M | 0% | Dec 2025 |
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| Mercer Global Advisors | 26k | $1.7M | 0% | Dec 2025 |
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| Rsm Us Wealth Management | 25k | $1.6M | 0% | Dec 2025 |
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| HighTower Advisors | 25k | $1.6M | 2% | Dec 2025 |
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| Brand Asset Management Group | 23k | $1.5M | -6% | Dec 2025 |
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| Ameriprise Financial | 23k | $1.4M | 1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 22k | $1.5M | 26% | Dec 2025 |
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| UBS Group | 22k | $1.4M | -4% | Dec 2025 |
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| Nations Financial Group | 20k | $1.3M | -3% | Dec 2025 |
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| Jpmorgan Chase & Co | 16k | $1.0M | 100% | Sep 2025 |
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| Royal Bank of Canada | 14k | $849k | 113% | Sep 2025 |
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| Advisor Group Holdings | 13k | $826k | 2% | Dec 2025 |
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| KFA Private Wealth Group | 11k | $694k | 0% | Dec 2025 |
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| Jim Saulnier & Associates | 10k | $660k | 1% | Dec 2025 |
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| Richwood Investment Advisors | 9.6k | $668k | -4% | Dec 2025 |
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| Apexium Financial | 8.3k | $527k | 0% | Sep 2025 |
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| Level Four Advisory Services | 8.3k | $537k | -5% | Dec 2025 |
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| Pnc Financial Services | 8.0k | $520k | 0% | Dec 2025 |
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| Perigon Wealth Management | 7.6k | $494k | 0% | Dec 2025 |
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| FMR | 7.4k | $470k | 2% | Sep 2025 |
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| Private Advisor | 7.0k | $452k | 0% | Dec 2025 |
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| New Insight Wealth Advisors | 6.6k | $419k | -7% | Sep 2025 |
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| Mariner Wealth Advisors | 6.5k | $423k | 0% | Dec 2025 |
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| Cambridge Investment Research Advisors | 6.2k | $403k | -24% | Dec 2025 |
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| Opulen Financial Group | 6.2k | $402k | -8% | Dec 2025 |
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| Parsons Capital Management | 6.2k | $402k | -5% | Dec 2025 |
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| Lido Advisors | 5.9k | $374k | 0% | Dec 2025 |
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| Pps&v Asset Management Consultants | 5.8k | $374k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 5.7k | $373k | 0% | Dec 2025 |
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| Signature Securities Group Corporation | 5.7k | $371k | 1% | Dec 2025 |
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| Susquehanna International | 5.5k | $358k | -47% | Dec 2025 |
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| Christensen, King & Associates Investment Services | 4.8k | $310k | -16% | Dec 2025 |
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| Pathway Financial Advisors | 4.4k | $294k | 0% | Dec 2025 |
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| Aptus Capital Advisors | 4.1k | $266k | 0% | Dec 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 4.0k | $254k | 0% | Sep 2025 |
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| Creative Planning | 3.9k | $255k | 0% | Dec 2025 |
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| Equitable Holdings | 3.9k | $250k | 1% | Dec 2025 |
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| Brian McDonald | 3.8k | $247k | 243% | Dec 2025 |
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| Bartlett & Co. Wealth Management | 3.6k | $234k | 0% | Dec 2025 |
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| Strategic Financial Planning | 3.6k | $233k | 0% | Dec 2025 |
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| Merit Financial Group | 3.5k | $229k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 3.4k | $223k | 0% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 3.2k | $217k | 0% | Dec 2025 |
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| Chas. P. Smith & Associates, PA, CPA's | 3.2k | $207k | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 2.9k | $183k | 77% | Sep 2025 |
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| Fountainhead AM | 2.3k | $210k | 100% | Dec 2025 |
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| Kestra Advisory Services | 2.3k | $149k | 100% | Dec 2025 |
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| Litman Gregory Asset Management | 2.2k | $146k | 100% | Dec 2025 |
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| CWM | 1.7k | $109k | 0% | Dec 2025 |
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| WPG Advisers | 1.6k | $105k | 0% | Dec 2025 |
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| Farther Finance Advisors | 1.6k | $101k | 0% | Dec 2025 |
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| Key FInancial | 1.5k | $98k | 30% | Dec 2025 |
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| Geneos Wealth Management | 1.3k | $83k | 576% | Dec 2025 |
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| Principal Securities | 1.2k | $78k | 1% | Sep 2025 |
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| Assetmark | 1.1k | $75k | -5% | Dec 2025 |
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| Matrix Private Capital Group | 792.00 | $52k | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 574.00 | $37k | 0% | Dec 2025 |
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| Goss Wealth Management | 560.00 | $36k | 0% | Dec 2025 |
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| Global Wealth Strategies & Associates | 500.00 | $33k | -17% | Dec 2025 |
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| TSFG | 420.00 | $27k | 0% | Dec 2025 |
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| ORG Partners | 360.00 | $23k | 0% | Dec 2025 |
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| Global Retirement Partners | 287.00 | $19k | 0% | Dec 2025 |
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| Spire Wealth Management | 281.00 | $18k | 209% | Dec 2025 |
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| Colonial Asset Management | 247.00 | $16k | 0% | Dec 2025 |
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| Wealth Watch Advisors | 188.00 | $12k | 100% | Sep 2025 |
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| IAG Wealth Partners | 115.00 | $7.5k | 0% | Dec 2025 |
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| Archer Investment Corp | 92.00 | $6.0k | -56% | Dec 2025 |
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| Russell Investments | 91.00 | $5.9k | 0% | Dec 2025 |
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| Sunbelt Securities | 80.00 | $5.2k | 100% | Dec 2025 |
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| Larson Financial Group | 10.00 | $669.000000 | 0% | Dec 2025 |
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Who sold out of iShares Morningstar Small Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CacheTech | Jun 2025 | 17k | $994k |
| Schneider Downs Wealth Management Advisors | Sep 2025 | 3.6k | $227k |
| Nbc Securities | Sep 2025 | 2.2k | $138k |
| Ashton Thomas Securities | Sep 2025 | 1.1k | $70k |
| Cape Investment Advisory | Jun 2025 | 300.00 | $18k |