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 |
|---|---|---|---|---|---|
| Morgan Stanley | 366k | $20M | -3% | Jun 2024 |
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| LPL Financial | 87k | $5.1M | -4% | Sep 2024 |
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| Wells Fargo & Company | 66k | $3.9M | 2% | Sep 2024 |
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| Atria Wealth Solutions | 65k | $3.8M | 1% | Sep 2024 |
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| Susquehanna International | 59k | $3.5M | -9% | Sep 2024 |
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| Bank of America Corporation | 56k | $3.3M | 1% | Sep 2024 |
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| H D Vest Advisory Services | 49k | $2.6M | 5% | Jun 2024 |
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| Goldman Sachs Group | 44k | $2.4M | 0% | Jun 2024 |
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| CacheTech | 43k | $2.5M | 0% | Sep 2024 |
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| Adams Wealth Management | 43k | $2.5M | 0% | Sep 2024 |
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| Goldstein Advisors | 42k | $2.4M | 1% | Sep 2024 |
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| Gladstone Institutional Advisory | 40k | $2.3M | -2% | Sep 2024 |
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| Commonwealth Equity Services | 32k | $1.9M | -8% | Sep 2024 |
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| Brand Asset Management Group | 29k | $1.7M | -4% | Sep 2024 |
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| Rockefeller Capital Management | 29k | $1.6M | 2% | Jun 2024 |
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| Advisor Group Holdings | 28k | $1.7M | -20% | Sep 2024 |
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| HighTower Advisors | 27k | $1.5M | 0% | Jun 2024 |
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| Mercer Global Advisors | 25k | $1.4M | -1% | Jun 2024 |
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| Perigon Wealth Management | 24k | $1.4M | 78% | Sep 2024 |
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| Rsm Us Wealth Management | 24k | $1.4M | 0% | Sep 2024 |
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| Nations Financial Group | 22k | $1.3M | -1% | Sep 2024 |
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| Aveo Capital Partners | 20k | $1.2M | 0% | Sep 2024 |
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| Raymond James Financial Services Advisors | 15k | $891k | 0% | Sep 2024 |
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| Raymond James & Associates | 14k | $791k | 22% | Sep 2024 |
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| Richwood Investment Advisors | 12k | $716k | 0% | Sep 2024 |
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| Jpmorgan Chase & Co | 11k | $627k | 1358% | Sep 2024 |
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| Mml Investors Services | 9.5k | $555k | 26% | Sep 2024 |
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| Citigroup | 8.9k | $522k | -8% | Sep 2024 |
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| Level Four Advisory Services | 8.7k | $470k | 0% | Jun 2024 |
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| Private Advisor | 8.7k | $510k | 0% | Sep 2024 |
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| Mariner Wealth Advisors | 8.7k | $508k | -4% | Sep 2024 |
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| Cambridge Investment Research Advisors | 8.6k | $505k | 0% | Sep 2024 |
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| Cetera Investment Advisers | 8.6k | $461k | 0% | Jun 2024 |
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| Parsons Capital Management | 8.4k | $493k | 0% | Sep 2024 |
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| Jim Saulnier & Associates | 8.1k | $473k | 100% | Sep 2024 |
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| New Insight Wealth Advisors | 8.0k | $470k | 1% | Sep 2024 |
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| Pnc Financial Services | 8.0k | $470k | 0% | Sep 2024 |
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| Royal Bank of Canada | 6.6k | $387k | -84% | Sep 2024 |
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| Signature Securities Group Corporation | 6.6k | $387k | 0% | Sep 2024 |
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| Pps&v Asset Management Consultants | 5.8k | $338k | 0% | Sep 2024 |
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| Christensen, King & Associates Investment Services | 5.7k | $337k | 0% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 5.1k | $297k | -15% | Sep 2024 |
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| Savant Capital Management | 4.3k | $251k | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 4.1k | $222k | 17% | Jun 2024 |
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| Continuum Wealth Advisors | 4.1k | $242k | 0% | Sep 2024 |
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| Aptus Capital Advisors | 4.0k | $232k | -41% | Sep 2024 |
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| Kestra Advisory Services | 4.0k | $232k | -2% | Sep 2024 |
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| Raymond James Trust | 3.9k | $230k | 0% | Sep 2024 |
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| Merit Financial Group | 3.8k | $221k | 0% | Sep 2024 |
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| Creative Planning | 3.7k | $218k | 0% | Sep 2024 |
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| Bartlett & Co. Wealth Management | 3.6k | $211k | 0% | Sep 2024 |
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| Strategic Financial Planning | 3.6k | $210k | 100% | Sep 2024 |
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| Citadel Advisors | 3.4k | $201k | -41% | Sep 2024 |
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| Janney Montgomery Scott | 3.4k | $201k | -11% | Sep 2024 |
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| Franklin Resources | 2.5k | $148k | 0% | Sep 2024 |
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| Nbc Securities | 2.2k | $127k | 0% | Sep 2024 |
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| FinTrust Capital Advisors | 2.1k | $126k | 0% | Sep 2024 |
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| Farther Finance Advisors | 1.6k | $91k | 0% | Sep 2024 |
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| Trifecta Capital Advisors | 1.3k | $75k | 0% | Sep 2024 |
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| Ashton Thomas Securities | 1.1k | $65k | 100% | Sep 2024 |
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| Jones Financial Companies, L.L | 1.1k | $64k | 100% | Sep 2024 |
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| Brian McDonald | 999.00 | $59k | 0% | Sep 2024 |
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| Key FInancial | 617.00 | $36k | 75% | Sep 2024 |
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| EverSource Wealth Advisors | 574.00 | $34k | 0% | Sep 2024 |
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| TSFG | 420.00 | $25k | 0% | Sep 2024 |
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| Principal Securities | 416.00 | $24k | 0% | Sep 2024 |
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| Cape Investment Advisory | 300.00 | $16k | 0% | Jun 2024 |
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| Global Retirement Partners | 287.00 | $17k | 0% | Sep 2024 |
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| Colonial Asset Management | 247.00 | $15k | 0% | Sep 2024 |
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| Huntington National Bank | 224.00 | $13k | 0% | Sep 2024 |
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| Archer Investment Corp | 208.00 | $12k | 0% | Sep 2024 |
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| Russell Investments | 89.00 | $4.8k | 0% | Jun 2024 |
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| Sunbelt Securities | 80.00 | $4.7k | 0% | Sep 2024 |
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| IAG Wealth Partners | 47.00 | $2.8k | 0% | Sep 2024 |
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| Larson Financial Group | 10.00 | $592.000000 | 0% | Sep 2024 |
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Who sold out of iShares Morningstar Small Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mittelman Wealth Management | Jun 2024 | 45k | $2.4M |
| CI Private Wealth | Jun 2024 | 20k | $1.1M |