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 | 364k | $21M | 100% | Jun 2025 |
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| Cetera Investment Advisers | 265k | $17M | 35% | Sep 2025 |
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| LPL Financial | 170k | $11M | 10% | Sep 2025 |
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| Wells Fargo & Company | 71k | $4.5M | -1% | Sep 2025 |
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| H D Vest Advisory Services | 59k | $3.4M | 12% | Jun 2025 |
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| Goldman Sachs Group | 44k | $2.8M | 0% | Sep 2025 |
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| Goldstein Advisors | 39k | $2.5M | -6% | Sep 2025 |
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| Gladstone Institutional Advisory | 38k | $2.4M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 36k | $2.3M | -3% | Sep 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 | $1.8M | 0% | Sep 2025 |
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| Mercer Global Advisors | 26k | $1.7M | 0% | Sep 2025 |
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| Rsm Us Wealth Management | 25k | $1.6M | 0% | Sep 2025 |
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| Brand Asset Management Group | 24k | $1.5M | -2% | Sep 2025 |
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| HighTower Advisors | 24k | $1.5M | 0% | Sep 2025 |
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| Ameriprise Financial | 23k | $1.4M | 1% | Sep 2025 |
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| UBS Group | 23k | $1.4M | -23% | Sep 2025 |
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| Nations Financial Group | 21k | $1.3M | 0% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 18k | $1.1M | 4% | Sep 2025 |
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| Jpmorgan Chase & Co | 16k | $1.0M | -18% | Sep 2025 |
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| Royal Bank of Canada | 14k | $849k | 113% | Sep 2025 |
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| Advisor Group Holdings | 12k | $785k | 2% | Sep 2025 |
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| KFA Private Wealth Group | 11k | $677k | 0% | Sep 2025 |
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| Susquehanna International | 10k | $658k | -74% | Sep 2025 |
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| Jim Saulnier & Associates | 10k | $640k | -3% | Sep 2025 |
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| Richwood Investment Advisors | 10k | $636k | 0% | Sep 2025 |
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| Level Four Advisory Services | 8.7k | $554k | 0% | Sep 2025 |
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| Apexium Financial | 8.3k | $527k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 8.1k | $514k | -7% | Sep 2025 |
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| Pnc Financial Services | 8.0k | $507k | 0% | Sep 2025 |
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| Perigon Wealth Management | 7.6k | $481k | 0% | Sep 2025 |
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| FMR | 7.4k | $470k | 2% | Sep 2025 |
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| Private Advisor | 7.0k | $443k | -7% | Sep 2025 |
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| Opulen Financial Group | 6.7k | $426k | -11% | Sep 2025 |
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| New Insight Wealth Advisors | 6.6k | $419k | -7% | Sep 2025 |
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| Parsons Capital Management | 6.5k | $411k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 6.5k | $411k | 4% | Sep 2025 |
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| Lido Advisors | 5.9k | $374k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 5.8k | $365k | 6% | Sep 2025 |
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| Pps&v Asset Management Consultants | 5.8k | $365k | 0% | Sep 2025 |
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| Christensen, King & Associates Investment Services | 5.7k | $361k | 0% | Sep 2025 |
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| Signature Securities Group Corporation | 5.7k | $359k | 0% | Sep 2025 |
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| Pathway Financial Advisors | 4.4k | $276k | 0% | Sep 2025 |
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| Aptus Capital Advisors | 4.1k | $258k | 0% | Sep 2025 |
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| Guardian Wealth Advisors, Llc / Nc | 4.0k | $254k | 0% | Sep 2025 |
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| Creative Planning | 3.9k | $249k | 0% | Sep 2025 |
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| Equitable Holdings | 3.8k | $241k | 0% | Sep 2025 |
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| Bartlett & Co. Wealth Management | 3.6k | $228k | 0% | Sep 2025 |
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| Strategic Financial Planning | 3.6k | $227k | 0% | Sep 2025 |
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| Schneider Downs Wealth Management Advisors | 3.6k | $227k | 0% | Sep 2025 |
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| Merit Financial Group | 3.5k | $224k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 3.4k | $217k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 3.2k | $205k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 2.9k | $183k | 77% | Sep 2025 |
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| Nbc Securities | 2.2k | $138k | 0% | Sep 2025 |
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| CWM | 1.7k | $106k | 0% | Sep 2025 |
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| WPG Advisers | 1.6k | $103k | 100% | Sep 2025 |
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| Farther Finance Advisors | 1.6k | $98k | 0% | Sep 2025 |
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| Principal Securities | 1.2k | $78k | 1% | Sep 2025 |
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| Assetmark | 1.2k | $77k | 100% | Sep 2025 |
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| Key FInancial | 1.2k | $74k | 50% | Sep 2025 |
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| Brian McDonald | 1.1k | $70k | -11% | Sep 2025 |
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| Ashton Thomas Securities | 1.1k | $70k | 100% | Sep 2025 |
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| Matrix Private Capital Group | 792.00 | $50k | 0% | Sep 2025 |
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| Global Wealth Strategies & Associates | 601.00 | $38k | 0% | Sep 2025 |
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| EverSource Wealth Advisors | 574.00 | $36k | 0% | Sep 2025 |
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| Goss Wealth Management | 559.00 | $36k | 0% | Sep 2025 |
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| TSFG | 420.00 | $27k | 0% | Sep 2025 |
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| ORG Partners | 360.00 | $23k | 0% | Sep 2025 |
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| Cape Investment Advisory | 300.00 | $18k | 0% | Jun 2025 |
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| Global Retirement Partners | 287.00 | $18k | 0% | Sep 2025 |
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| Colonial Asset Management | 247.00 | $16k | 0% | Sep 2025 |
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| Archer Investment Corp | 208.00 | $13k | 0% | Sep 2025 |
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| Geneos Wealth Management | 189.00 | $12k | 0% | Sep 2025 |
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| Wealth Watch Advisors | 188.00 | $12k | 100% | Sep 2025 |
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| IAG Wealth Partners | 115.00 | $7.3k | 0% | Sep 2025 |
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| Spire Wealth Management | 91.00 | $5.8k | 0% | Sep 2025 |
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| Russell Investments | 91.00 | $5.7k | 1% | Sep 2025 |
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| Larson Financial Group | 10.00 | $649.000000 | 0% | Sep 2025 |
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Who sold out of iShares Morningstar Small Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Mar 2025 | 70k | $3.8M |
| Adams Wealth Management | Jun 2025 | 17k | $994k |
| CacheTech | Jun 2025 | 17k | $994k |
| Beacon Pointe Advisors | Jun 2025 | 3.9k | $225k |
| Franklin Resources | Jun 2025 | 2.5k | $146k |
| Trifecta Capital Advisors | Jun 2025 | 1.3k | $74k |
| NorthRock Partners | Mar 2025 | 768.00 | $42k |
| Huntington National Bank | Jun 2025 | 224.00 | $13k |
| Sunbelt Securities | Jun 2025 | 80.00 | $4.7k |