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 | 270k | $18M | 0% | Mar 2026 |
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| LPL Financial | 190k | $12M | 6% | Mar 2026 |
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| Wells Fargo & Company | 72k | $4.7M | 0% | Mar 2026 |
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| Bank of America Corporation | 64k | $4.1M | 100% | Mar 2026 |
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| Goldstein Advisors | 37k | $2.4M | -3% | Mar 2026 |
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| Gladstone Institutional Advisory | 36k | $2.4M | -1% | Mar 2026 |
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| Raymond James Financial | 33k | $2.2M | 0% | Dec 2025 |
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| Citadel Advisors | 31k | $2.0M | -9% | Mar 2026 |
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| Commonwealth Equity Services | 30k | $2.0M | -12% | Mar 2026 |
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| Rockefeller Capital Management | 29k | $1.9M | 1% | Mar 2026 |
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| HighTower Advisors | 27k | $1.7M | 9% | Mar 2026 |
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| Mercer Global Advisors | 26k | $1.7M | 0% | Mar 2026 |
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| Rsm Us Wealth Management | 25k | $1.6M | 0% | Mar 2026 |
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| UBS Group | 22k | $1.5M | 4% | Mar 2026 |
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| Ameriprise Financial | 22k | $1.4M | 2% | Mar 2026 |
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| Brand Asset Management Group | 22k | $1.4M | -6% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 21k | $1.4M | -4% | Mar 2026 |
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| Nations Financial Group | 20k | $1.3M | -1% | Mar 2026 |
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| Advisor Group Holdings | 13k | $826k | 2% | Dec 2025 |
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| Royal Bank of Canada | 12k | $761k | -14% | Mar 2026 |
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| KFA Private Wealth Group | 11k | $702k | 1% | Mar 2026 |
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| Jim Saulnier & Associates | 10k | $661k | 0% | Mar 2026 |
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| Perigon Wealth Management | 9.3k | $607k | 23% | Mar 2026 |
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| Richwood Investment Advisors | 9.2k | $596k | -4% | Mar 2026 |
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| Legacy Wealth Partners | 8.6k | $562k | 100% | Mar 2026 |
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| United Capital Financial Advisers | 8.4k | $546k | 1% | Mar 2026 |
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| Level Four Advisory Services | 8.3k | $537k | -5% | Dec 2025 |
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| Pnc Financial Services | 8.0k | $521k | 0% | Mar 2026 |
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| FMR | 7.6k | $495k | 3% | Dec 2025 |
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| Private Advisor | 7.0k | $453k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 6.7k | $435k | 3% | Mar 2026 |
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| Cambridge Investment Research Advisors | 6.5k | $422k | 4% | Mar 2026 |
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| Opulen Financial Group | 6.2k | $403k | 0% | Mar 2026 |
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| Parsons Capital Management | 6.2k | $402k | 0% | Mar 2026 |
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| Lido Advisors | 5.9k | $387k | 1% | Mar 2026 |
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| Pps&v Asset Management Consultants | 5.8k | $375k | 0% | Mar 2026 |
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| New Insight Wealth Advisors | 5.5k | $361k | -4% | Mar 2026 |
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| Susquehanna International | 5.5k | $358k | -47% | Dec 2025 |
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| Steward Partners Investment Advisory | 5.4k | $353k | -5% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 4.8k | $311k | 0% | Mar 2026 |
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| Pathway Financial Advisors | 4.4k | $286k | 0% | Mar 2026 |
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| Signature Securities Group Corporation | 4.3k | $283k | -24% | Mar 2026 |
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| Aptus Capital Advisors | 4.1k | $267k | 0% | Mar 2026 |
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| Guardian Wealth Advisors, Llc / Nc | 4.0k | $261k | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 4.0k | $259k | 38% | Dec 2025 |
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| Creative Planning | 3.9k | $255k | 0% | Mar 2026 |
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| Equitable Holdings | 3.9k | $251k | 0% | Mar 2026 |
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| Brian McDonald | 3.8k | $247k | 243% | Dec 2025 |
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| Fifth Third Bancorp | 3.6k | $237k | 100% | Mar 2026 |
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| Bartlett & Co. Wealth Management | 3.6k | $253k | 0% | Mar 2026 |
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| Strategic Financial Planning | 3.6k | $233k | 0% | Dec 2025 |
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| Kestra Advisory Services | 3.5k | $231k | 55% | Mar 2026 |
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| Merit Financial Group | 3.5k | $230k | 0% | Mar 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 | $201k | -10% | Mar 2026 |
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| Nbc Securities | 2.3k | $151k | 0% | Mar 2026 |
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| John A. Wolfe & Associates | 2.2k | $146k | 100% | Mar 2026 |
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| Litman Gregory Asset Management | 2.2k | $146k | 100% | Dec 2025 |
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| Private Trust Co Na | 2.1k | $139k | 100% | Mar 2026 |
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| Citigroup | 2.1k | $137k | 100% | Mar 2026 |
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| Key FInancial | 1.8k | $118k | 20% | Mar 2026 |
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| CWM | 1.7k | $109k | 0% | Dec 2025 |
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| WPG Advisers | 1.6k | $105k | 0% | Mar 2026 |
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| TopTier Wealth Management | 1.6k | $104k | 100% | Mar 2026 |
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| Farther Finance Advisors | 1.6k | $102k | 0% | Mar 2026 |
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| Geneos Wealth Management | 1.4k | $90k | 8% | Mar 2026 |
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| EverSource Wealth Advisors | 1.1k | $75k | 100% | Mar 2026 |
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| Ashton Thomas Securities | 900.00 | $59k | 100% | Mar 2026 |
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| Assetmark | 892.00 | $58k | -22% | Mar 2026 |
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| Matrix Private Capital Group | 792.00 | $52k | 0% | Dec 2025 |
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| Sfam | 629.00 | $41k | 100% | Mar 2026 |
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| Global Wealth Strategies & Associates | 500.00 | $33k | 0% | Mar 2026 |
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| TSFG | 420.00 | $27k | 0% | Mar 2026 |
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| Western Wealth Management | 392.00 | $26k | 100% | Mar 2026 |
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| Harbour Investments | 374.00 | $24k | 100% | Mar 2026 |
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| ORG Partners | 360.00 | $23k | 0% | Dec 2025 |
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| Cape Investment Advisory | 300.00 | $20k | 100% | Dec 2025 |
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| Global Retirement Partners | 287.00 | $19k | 0% | Dec 2025 |
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| Colonial Asset Management | 247.00 | $16k | 0% | Mar 2026 |
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| Bank Of Montreal | 143.00 | $9.3k | 100% | Mar 2026 |
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| IAG Wealth Partners | 93.00 | $6.1k | -19% | Mar 2026 |
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| Spire Wealth Management | 91.00 | $5.9k | -68% | Mar 2026 |
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| Russell Investments | 91.00 | $5.9k | 0% | Mar 2026 |
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| Sunbelt Securities | 80.00 | $5.2k | 0% | Mar 2026 |
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| Vanguard Advisers | 64.00 | $4.2k | 100% | Mar 2026 |
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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 |
|---|---|---|---|
| Goldman Sachs Group | Dec 2025 | 44k | $2.8M |
| Jpmorgan Chase & Co | Sep 2025 | 16k | $1.0M |
| Schneider Downs Wealth Management Advisors | Sep 2025 | 3.6k | $227k |
| Wealth Enhancement Advisory Services | Dec 2025 | 3.2k | $217k |
| Fountainhead AM | Dec 2025 | 2.3k | $210k |
| Goss Wealth Management | Dec 2025 | 560.00 | $36k |
| Wealth Watch Advisors | Dec 2025 | 188.00 | $12k |
| Archer Investment Corp | Dec 2025 | 92.00 | $6.0k |