Who owns iShares Morningstar Small Growth?
- Ticker: ISCG
- CUSIP Number: 464288604
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Small Growth with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Small Growth stock
Who bought or sold iShares Morningstar Small Growth this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Colony | 974k | $54M | -2% | Dec 2025 |
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| Jpmorgan Chase & Co | 823k | $45M | 100% | Sep 2025 |
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| LPL Financial | 677k | $38M | 31% | Dec 2025 |
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| Advisor Group Holdings | 617k | $34M | 810% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 520k | $29M | 6% | Dec 2025 |
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| Cetera Investment Advisers | 404k | $22M | 2% | Dec 2025 |
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| Gallagher Fiduciary Advisors | 307k | $17M | 2% | Dec 2025 |
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| Atria Investments | 305k | $17M | 2% | Dec 2025 |
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| CWM | 226k | $13M | -7% | Dec 2025 |
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| Black Diamond Financial | 210k | $12M | 10% | Dec 2025 |
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| Matrix Trust | 178k | $9.9M | 1% | Dec 2025 |
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| Steele Capital Management | 178k | $9.9M | 1% | Dec 2025 |
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| UBS Group | 169k | $9.3M | 4% | Dec 2025 |
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| Raymond James Financial | 167k | $9.3M | 40% | Dec 2025 |
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| Wells Fargo & Company | 160k | $8.9M | 4% | Dec 2025 |
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| Ameriprise Financial | 148k | $8.4M | 29% | Dec 2025 |
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| Opes Wealth Management | 128k | $7.1M | 0% | Dec 2025 |
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| Mariner Wealth Advisors | 127k | $7.0M | 101% | Dec 2025 |
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| Ipsen Advisor Group | 114k | $6.3M | 0% | Dec 2025 |
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| McKinley Carter Wealth Services | 107k | $5.9M | -15% | Dec 2025 |
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| NorthStar Asset Management | 100k | $5.5M | 7% | Dec 2025 |
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| BEAM Asset Management | 78k | $4.3M | 10% | Dec 2025 |
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| Certified Advisory Corp | 77k | $4.3M | 3% | Dec 2025 |
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| IAG Wealth Partners | 76k | $4.2M | 5% | Dec 2025 |
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| Level Four Advisory Services | 72k | $4.0M | 55% | Dec 2025 |
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| Commonwealth Equity Services | 67k | $3.7M | -20% | Dec 2025 |
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| HighTower Advisors | 66k | $3.6M | 0% | Dec 2025 |
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| Atlanta Consulting Group Advisors | 58k | $3.2M | 4% | Dec 2025 |
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| Steinberganna Wealth Management | 50k | $2.8M | -2% | Dec 2025 |
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| LRI Investments | 47k | $2.6M | 0% | Dec 2025 |
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| Captrust Financial Advisors | 42k | $2.3M | 645% | Dec 2025 |
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| Royal Bank of Canada | 42k | $2.3M | -4% | Sep 2025 |
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| Pathstone Holdings | 38k | $2.1M | -3% | Dec 2025 |
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| Ieq Capital | 36k | $2.0M | 0% | Dec 2025 |
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| Goldman Sachs Group | 35k | $2.0M | 0% | Dec 2025 |
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| Key FInancial | 33k | $1.9M | 13% | Dec 2025 |
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| Rodgers & Associates | 33k | $1.8M | 4% | Dec 2025 |
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| Perennial Investment Advisors | 32k | $1.8M | 4% | Dec 2025 |
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| Goss Wealth Management | 29k | $1.6M | 28% | Dec 2025 |
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| Farther Finance Advisors | 28k | $1.6M | 368% | Dec 2025 |
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| Envestnet Asset Management | 26k | $1.4M | 10% | Dec 2025 |
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| Vaughan And Company Securities | 25k | $1.4M | -1% | Dec 2025 |
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| Kendall Capital Management | 24k | $1.3M | 0% | Dec 2025 |
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| Mml Investors Services | 24k | $1.3M | -65% | Dec 2025 |
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| Creative Planning | 21k | $1.2M | -9% | Dec 2025 |
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| Equitable Holdings | 21k | $1.1M | 59% | Dec 2025 |
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| Shelton Wealth Management | 20k | $1.1M | -2% | Dec 2025 |
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| Creekside Partners | 20k | $1.1M | 0% | Dec 2025 |
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| Phoenix Wealth Advisors | 20k | $1.1M | 0% | Dec 2025 |
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| Arkadios Wealth Advisors | 19k | $1.0M | 100% | Dec 2025 |
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| Citadel Advisors | 18k | $993k | -2% | Sep 2025 |
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| Jacksonville Wealth Management | 15k | $834k | 100% | Dec 2025 |
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| Crescent Grove Advisors | 14k | $795k | 0% | Dec 2025 |
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| Stifel Financial | 14k | $783k | 5% | Dec 2025 |
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| Visionary Wealth Advisors | 14k | $761k | -8% | Dec 2025 |
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| Change Path | 13k | $718k | -1% | Dec 2025 |
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| Gilliland Jeter Wealth Management | 12k | $678k | 11% | Dec 2025 |
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| Private Advisor | 11k | $619k | -1% | Dec 2025 |
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| Lido Advisors | 11k | $602k | 0% | Dec 2025 |
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| MGB Wealth Management | 11k | $605k | 5286% | Dec 2025 |
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| Northern Trust | 11k | $582k | 0% | Dec 2025 |
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| Fifth Third Securities | 10k | $572k | 2% | Dec 2025 |
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| Creative Financial Designs | 10k | $561k | 7% | Dec 2025 |
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| Courage Miller Partners | 9.8k | $541k | -12% | Dec 2025 |
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| Cambridge Investment Research Advisors | 9.5k | $528k | -5% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 9.4k | $522k | -2% | Dec 2025 |
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| Principal Securities | 9.1k | $504k | 5% | Dec 2025 |
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| Gwn Securities | 8.7k | $484k | 11% | Dec 2025 |
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| Kestra Advisory Services | 8.7k | $480k | 9% | Dec 2025 |
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| Asset Allocation Strategies | 8.6k | $479k | -9% | Dec 2025 |
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| Jones Financial Companies, L.L | 8.6k | $478k | 13% | Dec 2025 |
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| Basepoint Wealth | 8.4k | $464k | 0% | Dec 2025 |
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| FMR | 8.3k | $452k | 5% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 8.2k | $455k | -12% | Dec 2025 |
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| Madison Wealth Partners | 8.0k | $445k | 0% | Dec 2025 |
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| CIBC World Markets | 7.9k | $438k | 0% | Dec 2025 |
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| Synergy Financial Group | 7.9k | $438k | 4% | Dec 2025 |
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| D.A. Davidson & Co. | 7.9k | $436k | 30% | Dec 2025 |
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| Van Diest Capital | 7.6k | $422k | 100% | Dec 2025 |
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| Adell, Harriman, & Carpenter | 7.4k | $410k | -16% | Dec 2025 |
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| Private Trust Co Na | 6.5k | $361k | 135% | Dec 2025 |
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| Davenport & Co | 6.2k | $344k | 0% | Dec 2025 |
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| Breakwater Capital Group | 5.9k | $329k | -3% | Dec 2025 |
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| Merit Financial Group | 5.5k | $307k | 0% | Dec 2025 |
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| Moneta Group Investment Advisors | 5.4k | $302k | 100% | Dec 2025 |
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| Caprock | 5.4k | $301k | -5% | Dec 2025 |
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| Silver Oak Securities | 5.4k | $303k | 0% | Dec 2025 |
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| Jim Saulnier & Associates | 5.1k | $283k | 7% | Dec 2025 |
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| Brian McDonald | 5.1k | $281k | 0% | Dec 2025 |
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| Global Retirement Partners | 4.9k | $273k | -52% | Dec 2025 |
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| Benjamin Edwards | 4.9k | $270k | 0% | Dec 2025 |
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| Wealthcare Advisory Partners | 4.8k | $264k | 0% | Dec 2025 |
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| MAI Wealth Advisors | 4.7k | $261k | 946% | Dec 2025 |
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| Steward Partners Investment Advisory | 4.7k | $260k | 0% | Dec 2025 |
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| Towerpoint Wealth | 4.6k | $256k | 6% | Dec 2025 |
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| TFB Advisors | 4.6k | $253k | 0% | Dec 2025 |
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| Edge Financial Advisors | 4.5k | $251k | -6% | Dec 2025 |
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| Park Avenue Securities | 4.4k | $242k | 0% | Dec 2025 |
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| Asempa Wealth Advisors | 4.3k | $240k | 100% | Dec 2025 |
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| BlueChip Wealth Advisors | 4.3k | $228k | 100% | Dec 2025 |
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| Chas. P. Smith & Associates, PA, CPA's | 4.3k | $238k | 100% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 4.2k | $245k | -4% | Dec 2025 |
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| Opulen Financial Group | 4.0k | $223k | 0% | Dec 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 4.0k | $222k | 0% | Dec 2025 |
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| RWM Asset Management | 3.9k | $231k | 0% | Dec 2025 |
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| Kestra Private Wealth Services | 3.9k | $214k | 0% | Dec 2025 |
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| Advisory Services Network | 3.8k | $213k | 1% | Dec 2025 |
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| Burke & Herbert Bank & Trust | 3.8k | $212k | 0% | Dec 2025 |
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| Susquehanna International | 3.8k | $210k | -71% | Dec 2025 |
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| Signature Securities Group Corporation | 3.7k | $207k | -17% | Dec 2025 |
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| AdvisorNet Financial | 3.7k | $206k | 0% | Dec 2025 |
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| Summit Financial | 3.7k | $204k | 100% | Dec 2025 |
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| Whipplewood Advisors | 3.3k | $183k | 0% | Dec 2025 |
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| Cape Investment Advisory | 2.9k | $162k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 2.8k | $156k | 0% | Dec 2025 |
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| Garton & Associates Financial Advisors | 2.6k | $142k | 100% | Dec 2025 |
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| Smartleaf Asset Management | 2.4k | $133k | -10% | Dec 2025 |
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| Td Private Client Wealth | 2.2k | $119k | 0% | Dec 2025 |
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| Tompkins Financial Corp | 1.9k | $108k | 0% | Dec 2025 |
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| Laurel Wealth Advisors | 1.4k | $78k | 100% | Dec 2025 |
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| O'shaughnessy Asset Management | 1.3k | $72k | 0% | Dec 2025 |
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| Archer Investment Corp | 1.3k | $70k | -16% | Dec 2025 |
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| Glassy Mountain Advisors | 1.3k | $70k | 0% | Dec 2025 |
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| UMA Financial Services | 1.1k | $59k | 0% | Dec 2025 |
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| William Blair $ Company | 1.1k | $58k | 0% | Sep 2025 |
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| SRS Capital Advisors | 930.00 | $52k | 100% | Dec 2025 |
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| Assetmark | 871.00 | $48k | 0% | Dec 2025 |
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| Harbour Investments | 714.00 | $40k | -28% | Dec 2025 |
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| IFP Advisors | 569.00 | $32k | 0% | Dec 2025 |
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| CoreCap Advisors | 499.00 | $28k | -62% | Dec 2025 |
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| Millstone Evans Group | 442.00 | $25k | 0% | Dec 2025 |
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| Geneos Wealth Management | 435.00 | $24k | -6% | Dec 2025 |
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| Manchester Capital Management | 390.00 | $22k | 0% | Dec 2025 |
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| Qube Research & Technologies | 361.00 | $20k | 0% | Dec 2025 |
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| MCF Advisors | 343.00 | $19k | 0% | Dec 2025 |
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| SageView Advisory Group | 275.00 | $15k | 100% | Dec 2025 |
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| Nbc Securities | 258.00 | $14k | 0% | Dec 2025 |
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| North Star Investment Management | 234.00 | $13k | 0% | Dec 2025 |
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| Lowe fs | 210.00 | $11k | 0% | Sep 2025 |
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| Gleason Group | 128.00 | $7.1k | 0% | Dec 2025 |
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| WPG Advisers | 112.00 | $6.2k | 0% | Dec 2025 |
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| Concord Wealth Partners | 112.00 | $6.2k | 100% | Dec 2025 |
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| Integrity Financial Corp | 76.00 | $4.2k | 0% | Dec 2025 |
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| Cherry Tree Wealth Management | 76.00 | $4.2k | 0% | Dec 2025 |
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| Flagship Harbor Advisors | 75.00 | $4.2k | 100% | Dec 2025 |
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| Russell Investments | 51.00 | $2.8k | -9% | Dec 2025 |
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| Central Pacific Bank - Trust Division | 48.00 | $2.7k | 0% | Dec 2025 |
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| Copia Wealth Management | 25.00 | $1.4k | 0% | Dec 2025 |
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| Huntington National Bank | 1.00 | $55.000000 | 0% | Dec 2025 |
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Who sold out of iShares Morningstar Small Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Rockport Wealth | Sep 2025 | 325k | $18M |
| CI Private Wealth | Sep 2025 | 12k | $672k |
| Savant Capital Management | Sep 2025 | 5.3k | $287k |
| Prospera Financial Services | Sep 2025 | 4.5k | $247k |
| Ellis Investment Partners | Sep 2025 | 4.0k | $218k |
| Tortoise Investment Management | Sep 2025 | 2.9k | $159k |
| Strategic Wealth Partners | Jun 2025 | 2.0k | $100k |
| Chilton Capital Management | Sep 2025 | 1.7k | $90k |
| Mather Group | Sep 2025 | 852.00 | $46k |
| Cornerstone Planning Group | Sep 2025 | 150.00 | $8.3k |
| Investors Research Corp | Sep 2025 | 72.00 | $3.9k |
| Larson Financial Group | Sep 2025 | 25.00 | $1.4k |