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 |
|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 1.1M | $53M | 163% | Sep 2024 |
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| Colony | 445k | $22M | 5% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 423k | $21M | 1% | Sep 2024 |
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| Bank of America Corporation | 388k | $19M | -63% | Sep 2024 |
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| LPL Financial | 355k | $17M | 10% | Sep 2024 |
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| H D Vest Advisory Services | 352k | $16M | 11% | Jun 2024 |
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| Gallagher Fiduciary Advisors | 319k | $16M | 2% | Sep 2024 |
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| Atria Investments | 318k | $16M | 2% | Sep 2024 |
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| Morgan Stanley | 256k | $12M | -27% | Jun 2024 |
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| Wells Fargo & Company | 168k | $8.2M | -5% | Sep 2024 |
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| Matrix Trust | 167k | $8.2M | 15% | Sep 2024 |
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| Steele Capital Management | 167k | $8.2M | 15% | Sep 2024 |
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| CWM | 166k | $8.1M | 5% | Sep 2024 |
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| Black Diamond Financial | 143k | $7.0M | 40% | Sep 2024 |
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| Opes Wealth Management | 104k | $5.1M | 1% | Sep 2024 |
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| Mml Investors Services | 82k | $4.0M | -10% | Sep 2024 |
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| NorthStar Asset Management | 78k | $3.8M | 6% | Sep 2024 |
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| Commonwealth Equity Services | 77k | $3.8M | 2% | Sep 2024 |
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| IAG Wealth Partners | 72k | $3.5M | 3% | Sep 2024 |
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| Certified Advisory Corp | 69k | $3.4M | 4% | Sep 2024 |
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| Raymond James Financial Services Advisors | 65k | $3.2M | -10% | Sep 2024 |
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| Advisor Group Holdings | 63k | $3.1M | -18% | Sep 2024 |
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| Members Advisory Group | 61k | $3.0M | -10% | Sep 2024 |
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| Mariner Wealth Advisors | 60k | $2.9M | 3% | Sep 2024 |
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| Royal Bank of Canada | 51k | $2.5M | 8% | Sep 2024 |
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| LRI Investments | 49k | $2.5M | 0% | Sep 2024 |
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| Level Four Advisory Services | 47k | $2.2M | 0% | Jun 2024 |
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| HighTower Advisors | 44k | $2.0M | 0% | Jun 2024 |
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| Raymond James & Associates | 39k | $1.9M | 1% | Sep 2024 |
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| Goldman Sachs Group | 35k | $1.6M | 0% | Jun 2024 |
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| Envestnet Asset Management | 34k | $1.6M | -8% | Sep 2024 |
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| Ieq Capital | 32k | $1.5M | 0% | Jun 2024 |
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| Rodgers & Associates | 31k | $1.5M | -5% | Sep 2024 |
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| Phoenix Wealth Advisors | 29k | $1.4M | 16% | Sep 2024 |
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| BEAM Asset Management | 29k | $1.4M | 3% | Sep 2024 |
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| Cambridge Investment Research Advisors | 28k | $1.4M | -7% | Sep 2024 |
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| Asset Allocation Strategies | 27k | $1.3M | -29% | Sep 2024 |
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| Flagship Harbor Advisors | 26k | $1.3M | 20% | Sep 2024 |
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| Shelton Wealth Management | 26k | $1.3M | -10% | Sep 2024 |
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| Vaughan And Company Securities | 25k | $1.2M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 24k | $1.1M | -22% | Jun 2024 |
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| Stifel Financial | 23k | $1.1M | 1% | Jun 2024 |
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| Creekside Partners | 22k | $1.1M | -3% | Sep 2024 |
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| Private Advisor | 21k | $1.0M | 7% | Sep 2024 |
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| CI Private Wealth | 21k | $1.0M | -28% | Sep 2024 |
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| ValMark Advisers | 16k | $799k | 100% | Sep 2024 |
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| Merit Financial Group | 15k | $720k | -22% | Sep 2024 |
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| Td Private Client Wealth | 15k | $715k | 2% | Sep 2024 |
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| Courage Miller Partners | 15k | $712k | -6% | Sep 2024 |
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| Raymond James Trust | 14k | $659k | 163% | Sep 2024 |
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| Key FInancial | 13k | $656k | 4% | Sep 2024 |
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| Private Wealth Strategies | 13k | $608k | 0% | Jun 2024 |
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| City Center Advisors | 13k | $652k | 0% | Sep 2024 |
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| Change Path | 13k | $643k | 7% | Sep 2024 |
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| Global Retirement Partners | 13k | $639k | -25% | Sep 2024 |
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| Susquehanna International | 13k | $628k | 169% | Sep 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 13k | $625k | -7% | Sep 2024 |
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| Savant Capital Management | 12k | $609k | 100% | Sep 2024 |
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| Creative Planning | 12k | $592k | -14% | Sep 2024 |
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| Northern Trust | 11k | $553k | 6% | Sep 2024 |
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| Pathstone Holdings | 11k | $532k | 5% | Sep 2024 |
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| Goss Wealth Management | 11k | $488k | 38% | Jun 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 10k | $489k | -1% | Sep 2024 |
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| Gilliland Jeter Wealth Management | 9.3k | $453k | 409% | Sep 2024 |
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| Adell, Harriman, & Carpenter | 8.8k | $431k | 0% | Sep 2024 |
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| Breakwater Capital Group | 8.7k | $424k | 12% | Sep 2024 |
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| CIBC World Markets | 7.9k | $389k | 0% | Sep 2024 |
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| Madison Wealth Partners | 7.8k | $383k | 0% | Sep 2024 |
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| Kestra Advisory Services | 7.2k | $353k | 14% | Sep 2024 |
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| Principal Securities | 6.5k | $319k | 14% | Sep 2024 |
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| Davenport & Co | 6.2k | $304k | 0% | Sep 2024 |
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| Creative Financial Designs | 5.9k | $288k | -70% | Sep 2024 |
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| Citigroup | 5.5k | $268k | 7% | Sep 2024 |
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| Visionary Wealth Advisors | 5.5k | $267k | -4% | Sep 2024 |
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| Silver Oak Securities | 5.3k | $261k | 0% | Sep 2024 |
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| Captrust Financial Advisors | 5.3k | $260k | -12% | Sep 2024 |
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| Old Mission Capital | 5.2k | $237k | 100% | Jun 2024 |
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| Equitable Holdings | 5.1k | $233k | -40% | Jun 2024 |
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| TFB Advisors | 5.0k | $245k | 0% | Sep 2024 |
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| Aspire Wealth Management Corp | 4.9k | $239k | -13% | Sep 2024 |
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| Signature Securities Group Corporation | 4.8k | $235k | -4% | Sep 2024 |
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| Ellis Investment Partners | 4.5k | $219k | 0% | Sep 2024 |
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| Towerpoint Wealth | 4.4k | $216k | 0% | Sep 2024 |
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| National Asset Management | 4.4k | $213k | 100% | Sep 2024 |
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| Prospera Financial Services | 4.3k | $211k | 100% | Sep 2024 |
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| Brian McDonald | 4.2k | $206k | -33% | Sep 2024 |
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| Pnc Financial Services | 4.2k | $204k | 10% | Sep 2024 |
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| AdvisorNet Financial | 3.9k | $191k | 0% | Sep 2024 |
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| Cape Investment Advisory | 3.4k | $155k | 0% | Jun 2024 |
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| IFP Advisors | 3.3k | $151k | 0% | Jun 2024 |
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| Ritter Daniher Financial Advisory LLC / DE | 3.3k | $162k | 0% | Sep 2024 |
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| Jones Financial Companies, L.L | 3.0k | $149k | 100% | Sep 2024 |
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| Tortoise Investment Management | 2.9k | $143k | 0% | Sep 2024 |
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| Harbour Investments | 2.3k | $111k | -3% | Sep 2024 |
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| Private Trust Co Na | 2.0k | $89k | 0% | Jun 2024 |
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| Tompkins Financial Corp | 1.9k | $95k | 0% | Sep 2024 |
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| Smartleaf Asset Management | 1.9k | $92k | 26% | Sep 2024 |
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| Archer Investment Corp | 1.5k | $74k | 0% | Sep 2024 |
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| Laurel Wealth Advisors | 1.4k | $69k | 0% | Sep 2024 |
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| William Blair $ Company | 1.1k | $52k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 1.0k | $47k | -35% | Jun 2024 |
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| Benjamin F. Edwards & Company | 910.00 | $41k | 0% | Jun 2024 |
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| Nbc Securities | 403.00 | $19k | -17% | Sep 2024 |
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| Manchester Capital Management | 390.00 | $19k | 0% | Sep 2024 |
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| Qube Research & Technologies | 352.00 | $16k | -71% | Jun 2024 |
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| MCF Advisors | 343.00 | $17k | 0% | Sep 2024 |
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| Assetmark | 314.00 | $15k | -58% | Sep 2024 |
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| North Star Investment Management | 232.00 | $11k | 0% | Sep 2024 |
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| Lowe fs | 210.00 | $10k | 0% | Sep 2024 |
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| MGB Wealth Management | 200.00 | $9.8k | 0% | Sep 2024 |
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| Atlantic Trust | 180.00 | $8.8k | 0% | Sep 2024 |
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| Gleason Group | 127.00 | $6.2k | 1% | Sep 2024 |
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| Concord Wealth Partners | 112.00 | $5.5k | 100% | Sep 2024 |
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| Geneos Wealth Management | 86.00 | $3.9k | 0% | Jun 2024 |
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| Cherry Tree Wealth Management | 76.00 | $3.7k | 0% | Sep 2024 |
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| Investors Research Corp | 72.00 | $3.5k | 0% | Sep 2024 |
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| Central Pacific Bank - Trust Division | 48.00 | $2.3k | 0% | Sep 2024 |
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| TSFG | 30.00 | $999.999000 | 0% | Sep 2024 |
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| Farther Finance Advisors | 7.00 | $350.000000 | -98% | Sep 2024 |
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| Huntington National Bank | 1.00 | $49.000000 | 0% | Sep 2024 |
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Who sold out of iShares Morningstar Small Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Jun 2024 | 73k | $3.3M |
| Citadel Advisors | Jun 2024 | 38k | $1.7M |
| Mittelman Wealth Management | Jun 2024 | 15k | $683k |
| Crescent Grove Advisors | Jun 2024 | 14k | $652k |
| MAI Wealth Advisors | Jun 2024 | 5.3k | $239k |
| Lisa Snider | Jun 2024 | 3.3k | $149k |
| Opal Wealth Advisors | Jun 2024 | 3.1k | $143k |
| Ronald Blue Trust | Jun 2024 | 1.1k | $52k |
| Asset Dedication | Jun 2024 | 695.00 | $32k |
| Tyler-Stone Wealth Management | Jun 2024 | 300.00 | $14k |
| Transamerica Financial Advisors | Jun 2024 | 228.00 | $11k |
| International Assets Investment Management | Jun 2024 | 98.00 | $4.5k |
| Wetzel Investment Advisors | Jun 2024 | 30.00 | $1.4k |