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iShares Morningstar Small Core Idx shares owned by Private Advisor

Quarter-by-quarter ownership of iShares Morningstar Small Core Idx (ISCB) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor investment in iShares Morningstar Small Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Core Idx held by Private Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Core Idx by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $510k 8.7k 58.68
2024-06-30 $468k 8.7k 53.87
2024-03-31 $488k 8.7k 56.21
2023-12-31 $465k 8.7k 53.60
2023-09-30 $430k 9.1k 47.08
2023-06-30 $475k 9.6k 49.72
2023-03-31 $453k 9.6k 47.40
2022-09-30 $498k 12k 42.67
2022-06-30 $635k 14k 44.24
2022-03-31 $846k 16k 53.52
2021-12-31 $904k 16k 57.19
2021-09-30 $887k 16k 56.11
2021-06-30 $927k 16k 58.64
2021-03-31 $882k 3.9k 225.52
2020-12-31 $772k 3.9k 197.39
2020-09-30 $613k 3.9k 156.74
2020-06-30 $640k 4.2k 151.48
2020-03-31 $712k 5.7k 125.29
2019-12-31 $1.4M 7.2k 188.76
2019-09-30 $1.3M 7.6k 175.05
2019-06-30 $1.9M 11k 174.62
2019-03-31 $4.9M 29k 169.32
2018-12-31 $4.8M 32k 147.85
2018-09-30 $6.8M 38k 180.23
2018-06-30 $2.6M 14k 178.93
2018-03-31 $2.7M 16k 168.78
2017-12-31 $2.3M 13k 176.91
2017-09-30 $4.3M 26k 168.08
2017-06-30 $4.0M 25k 160.39
2017-03-31 $3.8M 25k 155.60
2016-12-31 $3.2M 20k 157.48
2016-09-30 $2.1M 15k 143.12
2015-06-30 $242k 1.7k 143.53
2015-03-31 $377k 2.6k 143.84
2014-12-31 $540k 3.9k 138.71
2014-09-30 $532k 4.1k 129.35
2014-06-30 $299k 2.2k 137.22

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View all positions for Private Advisor

Top funds holding iShares Morningstar Small Core Idx

Morgan Stanley
LPL Financial
Wells Fargo & Company
Atria Wealth Solutions
Susquehanna International
Bank of America Corporation
H D Vest Advisory Services
Goldman Sachs Group
CacheTech
Adams Wealth Management
Goldstein Advisors
Gladstone Institutional Advisory
Commonwealth Equity Services
Brand Asset Management Group
Rockefeller Capital Management

View all funds holding iShares Morningstar Small Core Idx