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 |
|---|---|---|---|---|---|
| H D Vest Advisory Services | 189k | $10M | 3% | Dec 2023 |
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| Atria Wealth Solutions | 63k | $3.4M | -1% | Dec 2023 |
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| Wells Fargo & Company | 61k | $3.3M | 202% | Dec 2023 |
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| Bank of America Corporation | 52k | $2.8M | 4% | Dec 2023 |
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| Goldman Sachs Group | 44k | $2.3M | 0% | Dec 2023 |
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| Gladstone Institutional Advisory | 43k | $2.3M | 2% | Dec 2023 |
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| Goldstein Advisors | 40k | $2.2M | -3% | Dec 2023 |
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| Commonwealth Equity Services | 35k | $1.9M | 45% | Dec 2023 |
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| Brand Asset Management Group | 34k | $1.8M | 6% | Dec 2023 |
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| Advisor Group Holdings | 31k | $1.7M | -19% | Dec 2023 |
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| UBS Group | 31k | $1.7M | 0% | Dec 2023 |
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| Rockefeller Capital Management | 29k | $1.6M | 100% | Dec 2023 |
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| HighTower Advisors | 27k | $1.4M | 0% | Dec 2023 |
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| Rsm Us Wealth Management | 24k | $1.3M | 1% | Dec 2023 |
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| Mercer Global Advisors | 23k | $1.2M | -2% | Dec 2023 |
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| Nations Financial Group | 22k | $1.2M | -1% | Mar 2024 |
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| Aveo Capital Partners | 20k | $1.1M | 0% | Dec 2023 |
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| CI Private Wealth | 19k | $1.0M | 2% | Dec 2023 |
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| Richwood Investment Advisors | 13k | $721k | 0% | Dec 2023 |
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| Raymond James Financial Services Advisors | 12k | $657k | -14% | Mar 2024 |
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| Raymond James & Associates | 11k | $610k | 2% | Mar 2024 |
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| Perigon Wealth Management | 11k | $578k | 1% | Dec 2023 |
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| Level Four Advisory Services | 8.7k | $468k | 0% | Dec 2023 |
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| Private Advisor | 8.7k | $465k | -5% | Dec 2023 |
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| Cambridge Investment Research Advisors | 8.4k | $474k | -7% | Mar 2024 |
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| Parsons Capital Management | 8.4k | $472k | 0% | Mar 2024 |
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| Citigroup | 8.2k | $441k | 15% | Dec 2023 |
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| Pnc Financial Services | 8.0k | $429k | 0% | Dec 2023 |
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| Kestra Advisory Services | 7.9k | $426k | 2% | Dec 2023 |
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| Mariner Wealth Advisors | 7.5k | $402k | 24% | Dec 2023 |
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| Signature Securities Group Corporation | 6.6k | $370k | -9% | Mar 2024 |
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| Royal Bank of Canada | 6.0k | $321k | -76% | Dec 2023 |
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| Pps&v Asset Management Consultants | 6.0k | $337k | 0% | Mar 2024 |
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| Continuum Wealth Advisors | 4.1k | $221k | 100% | Dec 2023 |
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| Janney Montgomery Scott | 4.0k | $215k | 100% | Dec 2023 |
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| Raymond James Trust | 3.9k | $220k | 100% | Mar 2024 |
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| Beacon Pointe Advisors | 3.9k | $207k | 100% | Dec 2023 |
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| Merit Financial Group | 3.8k | $201k | 100% | Dec 2023 |
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| Bartlett & Co. | 3.6k | $195k | 0% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 3.6k | $195k | 0% | Dec 2023 |
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| Strategic Financial Planning | 3.6k | $201k | 100% | Mar 2024 |
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| Franklin Resources | 3.5k | $188k | 0% | Dec 2023 |
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| Nbc Securities | 2.3k | $128k | 0% | Mar 2024 |
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| Farther Finance Advisors | 1.6k | $83k | 0% | Dec 2023 |
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| Trifecta Capital Advisors | 1.3k | $72k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.1k | $61k | 0% | Dec 2023 |
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| Highlander Capital Management | 608.00 | $33k | 0% | Dec 2023 |
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| EverSource Wealth Advisors | 574.00 | $31k | 0% | Dec 2023 |
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| TSFG | 420.00 | $24k | 0% | Mar 2024 |
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| Principal Securities | 416.00 | $22k | 100% | Dec 2023 |
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| Washington Trust Company | 300.00 | $17k | 0% | Mar 2024 |
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| Cape Investment Advisory | 300.00 | $16k | 0% | Dec 2023 |
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| Global Retirement Partners | 287.00 | $16k | 0% | Mar 2024 |
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| Key FInancial | 265.00 | $14k | 100% | Dec 2023 |
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| Creative Financial Designs | 230.00 | $12k | 100% | Dec 2023 |
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| Huntington National Bank | 224.00 | $12k | 0% | Dec 2023 |
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| Archer Investment Corp | 208.00 | $11k | 0% | Dec 2023 |
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| Focused Wealth Management | 193.00 | $10k | 1% | Dec 2023 |
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| Security National Bank | 125.00 | $7.0k | 100% | Mar 2024 |
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| Russell Investments | 119.00 | $6.4k | 1% | Dec 2023 |
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| Sunbelt Securities | 80.00 | $4.5k | 0% | Mar 2024 |
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| IAG Wealth Partners | 47.00 | $2.6k | 100% | Mar 2024 |
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| Jpmorgan Chase & Co | 36.00 | $1.9k | 0% | Dec 2023 |
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Who sold out of iShares Morningstar Small Core Idx?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 64k | $3.0M |
| Milestone Group | Sep 2023 | 856.00 | $41k |
| Cary Street Partner Investment Advisory | Sep 2023 | 120.00 | $5.6k |