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 | 353k | $23M | -2% | Mar 2026 |
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| Cetera Investment Advisers | 272k | $21M | 1% | Jun 2026 |
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| LPL Financial | 198k | $15M | 4% | Jun 2026 |
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| Wells Fargo & Company | 72k | $5.4M | 1% | Jun 2026 |
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| Bank of America Corporation | 64k | $4.8M | 1% | Jun 2026 |
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| Goldstein Advisors | 36k | $2.7M | -2% | Jun 2026 |
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| Gladstone Institutional Advisory | 34k | $2.6M | -6% | Jun 2026 |
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| Raymond James Financial | 34k | $2.5M | 0% | Jun 2026 |
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| Rockefeller Capital Management | 29k | $2.2M | 0% | Jun 2026 |
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| HighTower Advisors | 27k | $2.0M | 0% | Jun 2026 |
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| Citadel Advisors | 27k | $2.0M | -15% | Jun 2026 |
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| Commonwealth Equity Services | 26k | $2.0M | -13% | Jun 2026 |
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| Mercer Global Advisors | 26k | $2.0M | 0% | Jun 2026 |
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| Rsm Us Wealth Management | 25k | $1.9M | 0% | Jun 2026 |
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| Ameriprise Financial | 23k | $1.7M | 2% | Jun 2026 |
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| UBS Group | 22k | $1.6M | -3% | Jun 2026 |
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| Brand Asset Management Group | 21k | $1.6M | -2% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 20k | $1.5M | -6% | Jun 2026 |
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| Royal Bank of Canada | 20k | $1.5M | 71% | Jun 2026 |
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| Nations Financial Group | 20k | $1.5M | -1% | Jun 2026 |
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| Jpmorgan Chase & Co | 17k | $1.3M | 100% | Jun 2026 |
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| Jones Financial Companies, L.L | 12k | $915k | 70% | Jun 2026 |
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| Perigon Wealth Management | 11k | $826k | 17% | Jun 2026 |
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| Advisor Group Holdings | 10k | $778k | 9% | Jun 2026 |
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| Richwood Investment Advisors | 8.9k | $675k | -2% | Jun 2026 |
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| Legacy Wealth Partners | 8.5k | $639k | -2% | Jun 2026 |
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| Pnc Financial Services | 8.0k | $604k | 0% | Jun 2026 |
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| FMR | 7.8k | $587k | 1% | Jun 2026 |
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| United Capital Financial Advisers | 7.7k | $585k | -8% | Jun 2026 |
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| Private Advisor | 6.9k | $523k | 0% | Jun 2026 |
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| Mariner Wealth Advisors | 6.5k | $489k | -3% | Jun 2026 |
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| Opulen Financial Group | 6.2k | $469k | 0% | Jun 2026 |
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| Parsons Capital Management | 6.2k | $467k | 0% | Jun 2026 |
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| Beacon Pointe Advisors | 6.1k | $461k | 0% | Jun 2026 |
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| Brighton Jones | 6.0k | $454k | 100% | Jun 2026 |
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| Lido Advisors | 6.0k | $450k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 5.8k | $440k | -10% | Jun 2026 |
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| Pps&v Asset Management Consultants | 5.8k | $435k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 5.4k | $411k | 0% | Jun 2026 |
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| New Insight Wealth Advisors | 4.9k | $369k | -12% | Jun 2026 |
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| Jim Saulnier & Associates | 4.8k | $365k | -52% | Jun 2026 |
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| Christensen, King & Associates Investment Services | 4.8k | $361k | 0% | Jun 2026 |
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| Merit Financial Group | 4.7k | $354k | 33% | Jun 2026 |
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| Pathway Financial Advisors | 4.4k | $326k | 0% | Jun 2026 |
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| Signature Securities Group Corporation | 4.3k | $328k | 0% | Jun 2026 |
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| Aptus Capital Advisors | 4.1k | $310k | 0% | Jun 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 4.0k | $305k | 0% | Jun 2026 |
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| Creative Planning | 3.9k | $296k | 0% | Jun 2026 |
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| Equitable Holdings | 3.8k | $290k | 0% | Jun 2026 |
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| Susquehanna International | 3.8k | $283k | -65% | Jun 2026 |
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| Fifth Third Bancorp | 3.6k | $275k | 0% | Jun 2026 |
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| Bartlett & Co. Wealth Management | 3.6k | $272k | 0% | Jun 2026 |
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| Strategic Financial Planning | 3.6k | $270k | 212% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 3.5k | $264k | 100% | Jun 2026 |
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| Kestra Advisory Services | 3.2k | $244k | -9% | Jun 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 3.2k | $207k | 0% | Mar 2026 |
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| Janney Montgomery Scott | 3.1k | $233k | 0% | Jun 2026 |
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| Schneider Downs Wealth Management Advisors | 3.0k | $230k | 100% | Jun 2026 |
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| Principal Securities | 3.0k | $226k | 100% | Jun 2026 |
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| Compass Ion Advisors | 2.9k | $222k | 100% | Jun 2026 |
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| Savant Capital Management | 2.9k | $216k | 100% | Jun 2026 |
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| Sage Financial | 2.7k | $203k | 100% | Jun 2026 |
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| Nbc Securities | 2.3k | $176k | 0% | Jun 2026 |
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| Key FInancial | 2.3k | $175k | 28% | Jun 2026 |
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| John A. Wolfe & Associates | 2.2k | $169k | 0% | Jun 2026 |
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| CWM | 2.2k | $140k | 29% | Mar 2026 |
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| Private Trust Co Na | 2.1k | $161k | 0% | Jun 2026 |
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| Citigroup | 2.1k | $137k | 100% | Mar 2026 |
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| WPG Advisers | 1.6k | $122k | 0% | Jun 2026 |
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| Farther Finance Advisors | 1.6k | $117k | 0% | Jun 2026 |
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| Geneos Wealth Management | 1.4k | $104k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 997.00 | $75k | 100% | Jun 2026 |
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| Matrix Private Capital Group | 792.00 | $60k | 0% | Jun 2026 |
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| Assetmark | 778.00 | $59k | -13% | Jun 2026 |
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| Larson Financial Group | 649.00 | $49k | 6390% | Jun 2026 |
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| Sfam | 629.00 | $48k | 0% | Jun 2026 |
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| EverSource Wealth Advisors | 574.00 | $43k | -50% | Jun 2026 |
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| Goss Wealth Management | 561.00 | $42k | 0% | Jun 2026 |
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| Asset Dedication | 518.00 | $39k | 100% | Jun 2026 |
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| TSFG | 420.00 | $32k | 0% | Jun 2026 |
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| Synergy Investment Management | 400.00 | $30k | 0% | Jun 2026 |
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| Harbour Investments | 374.00 | $28k | 0% | Jun 2026 |
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| Cape Investment Advisory | 300.00 | $23k | 100% | Jun 2026 |
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| Global Retirement Partners | 287.00 | $22k | 0% | Jun 2026 |
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| Colonial Asset Management | 247.00 | $19k | 0% | Jun 2026 |
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| Bank Of Montreal | 143.00 | $9.3k | 100% | Mar 2026 |
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| IAG Wealth Partners | 93.00 | $7.0k | 0% | Jun 2026 |
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| Spire Wealth Management | 91.00 | $6.9k | 0% | Jun 2026 |
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| Sunbelt Securities | 80.00 | $5.2k | 0% | Mar 2026 |
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| Vanguard Advisers | 64.00 | $4.9k | 0% | Jun 2026 |
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| Russell Investments | 3.00 | $254.000100 | -97% | Jun 2026 |
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Who sold out of iShares Morningstar Small Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| KFA Private Wealth Group | Mar 2026 | 11k | $702k |
| Level Four Advisory Services | Mar 2026 | 8.3k | $537k |
| TopTier Wealth Management | Mar 2026 | 1.6k | $104k |
| Ashton Thomas Securities | Mar 2026 | 900.00 | $59k |
| Global Wealth Strategies & Associates | Mar 2026 | 500.00 | $33k |