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 | 998k | $54M | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 823k | $45M | -22% | Sep 2025 |
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| LPL Financial | 515k | $28M | 18% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 491k | $27M | 0% | Sep 2025 |
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| Cetera Investment Advisers | 397k | $22M | 852% | Sep 2025 |
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| H D Vest Advisory Services | 378k | $19M | -5% | Jun 2025 |
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| Rockport Wealth | 325k | $18M | 0% | Sep 2025 |
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| Gallagher Fiduciary Advisors | 302k | $16M | 1% | Sep 2025 |
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| Atria Investments | 298k | $16M | 1% | Sep 2025 |
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| Morgan Stanley | 254k | $13M | 100% | Jun 2025 |
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| CWM | 242k | $13M | -8% | Sep 2025 |
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| Black Diamond Financial | 190k | $10M | 78% | Sep 2025 |
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| Matrix Trust | 177k | $9.6M | 6% | Sep 2025 |
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| Steele Capital Management | 177k | $9.6M | 6% | Sep 2025 |
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| UBS Group | 162k | $8.8M | 51% | Sep 2025 |
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| Wells Fargo & Company | 154k | $8.4M | 2% | Sep 2025 |
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| Opes Wealth Management | 128k | $7.0M | 1% | Sep 2025 |
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| McKinley Carter Wealth Services | 126k | $6.8M | 100% | Sep 2025 |
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| Raymond James Financial | 119k | $6.5M | 1% | Sep 2025 |
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| Ameriprise Financial | 114k | $6.2M | 6% | Sep 2025 |
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| Ipsen Advisor Group | 113k | $6.1M | 1% | Sep 2025 |
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| NorthStar Asset Management | 94k | $5.1M | 3% | Sep 2025 |
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| Commonwealth Equity Services | 84k | $4.5M | 0% | Sep 2025 |
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| Certified Advisory Corp | 75k | $4.1M | 2% | Sep 2025 |
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| IAG Wealth Partners | 73k | $4.0M | 5% | Sep 2025 |
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| BEAM Asset Management | 71k | $3.8M | 19% | Sep 2025 |
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| Advisor Group Holdings | 68k | $3.7M | 7% | Sep 2025 |
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| Mml Investors Services | 67k | $3.7M | 3% | Sep 2025 |
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| HighTower Advisors | 66k | $3.6M | -1% | Sep 2025 |
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| Mariner Wealth Advisors | 63k | $3.4M | -5% | Sep 2025 |
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| Atlanta Consulting Group Advisors | 56k | $3.0M | 100% | Sep 2025 |
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| Steinberganna Wealth Management | 51k | $2.8M | 100% | Sep 2025 |
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| LRI Investments | 47k | $2.5M | 0% | Sep 2025 |
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| Level Four Advisory Services | 47k | $2.5M | -2% | Sep 2025 |
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| Royal Bank of Canada | 42k | $2.3M | -4% | Sep 2025 |
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| Pathstone Holdings | 39k | $2.1M | 0% | Sep 2025 |
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| Ieq Capital | 36k | $1.9M | 11% | Sep 2025 |
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| Goldman Sachs Group | 35k | $1.9M | 0% | Sep 2025 |
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| Rodgers & Associates | 31k | $1.7M | -1% | Sep 2025 |
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| Perennial Investment Advisors | 31k | $1.7M | 3% | Sep 2025 |
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| Key FInancial | 29k | $1.6M | 22% | Sep 2025 |
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| Vaughan And Company Securities | 25k | $1.4M | 0% | Sep 2025 |
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| Envestnet Asset Management | 24k | $1.3M | 12% | Sep 2025 |
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| Kendall Capital Management | 24k | $1.3M | 0% | Sep 2025 |
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| Creative Planning | 23k | $1.3M | -18% | Sep 2025 |
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| Goss Wealth Management | 22k | $1.2M | 44% | Sep 2025 |
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| Shelton Wealth Management | 21k | $1.1M | -4% | Sep 2025 |
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| Creekside Partners | 20k | $1.1M | 0% | Sep 2025 |
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| Phoenix Wealth Advisors | 20k | $1.1M | -2% | Sep 2025 |
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| Citadel Advisors | 18k | $993k | -2% | Sep 2025 |
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| Visionary Wealth Advisors | 15k | $814k | 52% | Sep 2025 |
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| Crescent Grove Advisors | 14k | $779k | 0% | Sep 2025 |
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| Atria Wealth Solutions | 14k | $694k | 106% | Jun 2025 |
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| Stifel Financial | 14k | $733k | 100% | Sep 2025 |
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| Change Path | 13k | $709k | -11% | Sep 2025 |
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| Susquehanna International | 13k | $705k | 3% | Sep 2025 |
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| Equitable Holdings | 13k | $703k | 47% | Sep 2025 |
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| CI Private Wealth | 12k | $672k | 1% | Sep 2025 |
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| Private Advisor | 11k | $611k | 1% | Sep 2025 |
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| Lido Advisors | 11k | $602k | 0% | Sep 2025 |
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| Courage Miller Partners | 11k | $600k | -19% | Sep 2025 |
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| Gilliland Jeter Wealth Management | 11k | $597k | 0% | Sep 2025 |
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| Northern Trust | 11k | $570k | 0% | Sep 2025 |
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| Global Retirement Partners | 10k | $561k | -2% | Sep 2025 |
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| Fifth Third Securities | 10k | $549k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 10k | $547k | -10% | Sep 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 9.6k | $519k | -1% | Sep 2025 |
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| Asset Allocation Strategies | 9.4k | $513k | -28% | Sep 2025 |
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| Creative Financial Designs | 9.4k | $512k | 5% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 9.3k | $507k | -6% | Sep 2025 |
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| Adell, Harriman, & Carpenter | 8.8k | $478k | 0% | Sep 2025 |
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| Principal Securities | 8.7k | $470k | -16% | Sep 2025 |
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| Basepoint Wealth | 8.4k | $454k | 0% | Sep 2025 |
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| FMR | 8.3k | $452k | 5% | Sep 2025 |
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| Madison Wealth Partners | 8.0k | $435k | 9% | Sep 2025 |
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| CIBC World Markets | 7.9k | $431k | 0% | Sep 2025 |
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| Kestra Advisory Services | 7.9k | $431k | 0% | Sep 2025 |
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| Gwn Securities | 7.9k | $427k | 3% | Sep 2025 |
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| Jones Financial Companies, L.L | 7.6k | $412k | 12% | Sep 2025 |
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| Synergy Financial Group | 7.6k | $410k | 5% | Sep 2025 |
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| Davenport & Co | 6.2k | $337k | 0% | Sep 2025 |
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| Breakwater Capital Group | 6.1k | $332k | -15% | Sep 2025 |
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| Farther Finance Advisors | 6.1k | $329k | -84% | Sep 2025 |
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| D.A. Davidson & Co. | 6.1k | $329k | 34% | Sep 2025 |
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| Caprock | 5.7k | $304k | 0% | Sep 2025 |
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| Captrust Financial Advisors | 5.6k | $305k | -1% | Sep 2025 |
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| Merit Financial Group | 5.5k | $300k | 14% | Sep 2025 |
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| Silver Oak Securities | 5.4k | $293k | 0% | Sep 2025 |
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| Savant Capital Management | 5.3k | $287k | -4% | Sep 2025 |
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| Brian McDonald | 5.1k | $276k | 0% | Sep 2025 |
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| Benjamin Edwards | 4.9k | $265k | 1% | Sep 2025 |
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| Edge Financial Advisors | 4.8k | $263k | 100% | Sep 2025 |
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| Wealthcare Advisory Partners | 4.8k | $259k | -1% | Sep 2025 |
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| Jim Saulnier & Associates | 4.8k | $258k | 5% | Sep 2025 |
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| Steward Partners Investment Advisory | 4.7k | $255k | 0% | Sep 2025 |
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| TFB Advisors | 4.6k | $252k | -5% | Sep 2025 |
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| Prospera Financial Services | 4.5k | $247k | 5% | Sep 2025 |
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| Signature Securities Group Corporation | 4.5k | $244k | -5% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 4.4k | $241k | -25% | Sep 2025 |
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| Towerpoint Wealth | 4.4k | $238k | 0% | Sep 2025 |
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| Park Avenue Securities | 4.4k | $237k | 100% | Sep 2025 |
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| Ellis Investment Partners | 4.0k | $218k | 100% | Sep 2025 |
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| Opulen Financial Group | 4.0k | $218k | 100% | Sep 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 4.0k | $218k | -6% | Sep 2025 |
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| RWM Asset Management | 3.9k | $213k | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 3.9k | $209k | 100% | Sep 2025 |
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| Burke & Herbert Bank & Trust | 3.8k | $208k | 100% | Sep 2025 |
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| Advisory Services Network | 3.8k | $206k | 100% | Sep 2025 |
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| AdvisorNet Financial | 3.7k | $202k | 0% | Sep 2025 |
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| Whipplewood Advisors | 3.3k | $179k | 0% | Sep 2025 |
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| Cape Investment Advisory | 2.9k | $146k | 0% | Jun 2025 |
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| Tortoise Investment Management | 2.9k | $159k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 2.8k | $152k | 100% | Sep 2025 |
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| Private Trust Co Na | 2.8k | $151k | 0% | Sep 2025 |
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| Smartleaf Asset Management | 2.7k | $144k | -2% | Sep 2025 |
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| Td Private Client Wealth | 2.2k | $117k | -48% | Sep 2025 |
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| Tompkins Financial Corp | 1.9k | $106k | 0% | Sep 2025 |
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| Chilton Capital Management | 1.7k | $90k | 100% | Sep 2025 |
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| Archer Investment Corp | 1.5k | $82k | 0% | Sep 2025 |
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| CoreCap Advisors | 1.3k | $72k | -25% | Sep 2025 |
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| O'shaughnessy Asset Management | 1.3k | $70k | 0% | Sep 2025 |
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| Glassy Mountain Advisors | 1.3k | $68k | 100% | Sep 2025 |
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| UMA Financial Services | 1.1k | $58k | 0% | Sep 2025 |
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| William Blair $ Company | 1.1k | $58k | 0% | Sep 2025 |
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| Harbour Investments | 986.00 | $54k | 4% | Sep 2025 |
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| Assetmark | 871.00 | $47k | -3% | Sep 2025 |
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| Mather Group | 852.00 | $46k | 100% | Sep 2025 |
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| IFP Advisors | 569.00 | $31k | 0% | Sep 2025 |
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| Geneos Wealth Management | 464.00 | $25k | -81% | Sep 2025 |
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| MAI Wealth Advisors | 450.00 | $24k | 0% | Sep 2025 |
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| Millstone Evans Group | 442.00 | $24k | 0% | Sep 2025 |
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| Manchester Capital Management | 390.00 | $21k | 0% | Sep 2025 |
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| Qube Research & Technologies | 361.00 | $20k | 0% | Sep 2025 |
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| MCF Advisors | 343.00 | $19k | 0% | Sep 2025 |
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| Nbc Securities | 257.00 | $14k | -24% | Sep 2025 |
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| North Star Investment Management | 234.00 | $13k | 0% | Sep 2025 |
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| Lowe fs | 210.00 | $11k | 0% | Sep 2025 |
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| MGB Wealth Management | 201.00 | $11k | 0% | Sep 2025 |
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| Cornerstone Planning Group | 150.00 | $8.3k | 100% | Sep 2025 |
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| Gleason Group | 128.00 | $6.9k | 1% | Sep 2025 |
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| WPG Advisers | 112.00 | $6.1k | 100% | Sep 2025 |
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| Integrity Financial Corp | 76.00 | $4.1k | 0% | Sep 2025 |
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| Cherry Tree Wealth Management | 76.00 | $4.1k | 0% | Sep 2025 |
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| Investors Research Corp | 72.00 | $3.9k | 0% | Sep 2025 |
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| Russell Investments | 56.00 | $3.0k | 0% | Sep 2025 |
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| Central Pacific Bank - Trust Division | 48.00 | $2.6k | 0% | Sep 2025 |
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| Copia Wealth Management | 25.00 | $1.4k | 0% | Sep 2025 |
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| Larson Financial Group | 25.00 | $1.4k | 100% | Sep 2025 |
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| Huntington National Bank | 1.00 | $54.000000 | -97% | Sep 2025 |
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Who sold out of iShares Morningstar Small Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 12k | $605k |
| Chas. P. Smith & Associates, PA, CPA's | Jun 2025 | 5.0k | $250k |
| Congress Wealth Management LLC / DE / | Mar 2025 | 4.9k | $219k |
| Monograph Wealth Advisors | Jun 2025 | 4.1k | $205k |
| Opal Wealth Advisors | Jun 2025 | 3.1k | $157k |
| Strategic Wealth Partners | Jun 2025 | 2.0k | $100k |
| SRS Capital Advisors | Jun 2025 | 2.0k | $99k |
| Twin Peaks Wealth Advisors | Jun 2025 | 760.00 | $39k |
| Spire Wealth Management | Jun 2025 | 384.00 | $19k |
| Ameritas Advisory Services | Jun 2025 | 293.00 | $15k |
| Legend Financial Advisors | Jun 2025 | 135.00 | $6.7k |
| Concord Wealth Partners | Jun 2025 | 112.00 | $5.6k |
| Ameriflex Group | Jun 2025 | 50.00 | $2.5k |
| AlphaCore Capital | Jun 2025 | 20.00 | $995.000000 |