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 | 912k | $60M | -5% | Jun 2026 |
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| Jpmorgan Chase & Co | 842k | $55M | 100% | Jun 2026 |
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| LPL Financial | 691k | $45M | 9% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 560k | $37M | 3% | Jun 2026 |
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| Advisor Group Holdings | 553k | $36M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 410k | $27M | -1% | Jun 2026 |
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| Gallagher Fiduciary Advisors | 318k | $21M | -2% | Jun 2026 |
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| Ameriprise Financial | 316k | $21M | 26% | Jun 2026 |
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| Atria Investments | 316k | $21M | -2% | Jun 2026 |
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| Bank of America Corporation | 277k | $18M | 3% | Jun 2026 |
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| Foundations Investment Advisors | 264k | $17M | 2% | Jun 2026 |
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| Morgan Stanley | 260k | $14M | 20% | Mar 2026 |
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| Black Diamond Financial | 193k | $13M | 9% | Jun 2026 |
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| Matrix Trust | 180k | $12M | 1% | Jun 2026 |
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| Steele Capital Management | 180k | $12M | 1% | Jun 2026 |
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| UBS Group | 167k | $11M | 0% | Jun 2026 |
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| Raymond James Financial | 159k | $10M | 2% | Jun 2026 |
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| Wells Fargo & Company | 154k | $10M | -7% | Jun 2026 |
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| Mariner Wealth Advisors | 133k | $8.7M | -6% | Jun 2026 |
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| EP Wealth Advisors | 129k | $8.4M | 100% | Jun 2026 |
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| Opes Wealth Management | 129k | $7.1M | 0% | Mar 2026 |
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| Ipsen Advisor Group | 116k | $7.6M | 0% | Jun 2026 |
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| NorthStar Asset Management | 112k | $7.3M | 7% | Jun 2026 |
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| Morris Retirement Advisors | 111k | $7.3M | 1% | Jun 2026 |
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| McKinley Carter Wealth Services | 107k | $7.0M | 2% | Jun 2026 |
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| BEAM Asset Management | 101k | $6.6M | -3% | Jun 2026 |
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| Certified Advisory Corp | 98k | $6.4M | 19% | Jun 2026 |
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| Anfield Capital Management | 91k | $5.0M | 100% | Mar 2026 |
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| Three Bearings Fiduciary Advisors | 85k | $5.6M | -2% | Jun 2026 |
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| IAG Wealth Partners | 78k | $5.1M | 0% | Jun 2026 |
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| HighTower Advisors | 66k | $4.3M | -1% | Jun 2026 |
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| Commonwealth Equity Services | 64k | $4.2M | 0% | Jun 2026 |
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| Royal Bank of Canada | 57k | $3.7M | -13% | Jun 2026 |
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| Atlanta Consulting Group Advisors | 51k | $3.3M | 0% | Jun 2026 |
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| Steinberganna Wealth Management | 48k | $3.1M | -7% | Jun 2026 |
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| LRI Investments | 45k | $3.0M | 0% | Jun 2026 |
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| Level Four Advisory Services | 45k | $2.9M | -16% | Jun 2026 |
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| Captrust Financial Advisors | 42k | $2.7M | -24% | Jun 2026 |
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| Van Diest Capital | 39k | $2.6M | -33% | Jun 2026 |
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| Key FInancial | 36k | $2.4M | -1% | Jun 2026 |
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| Ieq Capital | 36k | $2.3M | 0% | Jun 2026 |
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| Perennial Investment Advisors | 34k | $2.2M | 5% | Jun 2026 |
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| Envestnet Asset Management | 34k | $2.2M | 5% | Jun 2026 |
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| Rodgers & Associates | 32k | $1.7M | -3% | Mar 2026 |
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| Pathstone Holdings | 31k | $2.0M | -9% | Jun 2026 |
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| Mml Investors Services | 28k | $1.8M | 11% | Jun 2026 |
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| Creative Financial Designs | 28k | $1.8M | 199% | Jun 2026 |
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| Independent Financial Group | 27k | $1.7M | 21% | Jun 2026 |
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| Vaughan And Company Securities | 24k | $1.5M | -3% | Jun 2026 |
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| Kendall Capital Management | 24k | $1.5M | 0% | Jun 2026 |
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| Creative Planning | 21k | $1.4M | -1% | Jun 2026 |
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| Equitable Holdings | 21k | $1.4M | 0% | Jun 2026 |
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| Gladstone Institutional Advisory | 21k | $1.3M | -1% | Jun 2026 |
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| Phoenix Wealth Advisors | 21k | $1.3M | 3% | Jun 2026 |
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| G&S Capital | 20k | $1.3M | 100% | Jun 2026 |
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| Creekside Partners | 20k | $1.3M | 0% | Jun 2026 |
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| FMR | 19k | $1.3M | 54% | Jun 2026 |
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| Shelton Wealth Management | 18k | $1.2M | -3% | Jun 2026 |
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| Farther Finance Advisors | 16k | $1.1M | 15% | Jun 2026 |
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| Stifel Financial | 16k | $1.1M | 5% | Jun 2026 |
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| D.A. Davidson & Co. | 16k | $1.0M | 16% | Jun 2026 |
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| Goss Wealth Management | 16k | $1.0M | -49% | Jun 2026 |
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| Visionary Wealth Advisors | 16k | $1.0M | 11% | Jun 2026 |
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| Gilliland Jeter Wealth Management | 15k | $995k | 13% | Jun 2026 |
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| Wealth Enhancement Trust Services | 15k | $955k | 3008% | Jun 2026 |
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| Crescent Grove Advisors | 14k | $940k | 0% | Jun 2026 |
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| Arkadios Wealth Advisors | 13k | $854k | -27% | Jun 2026 |
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| Jones Financial Companies, L.L | 13k | $814k | 17% | Jun 2026 |
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| Private Advisor | 13k | $816k | 3% | Jun 2026 |
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| Kestra Advisory Services | 12k | $765k | -6% | Jun 2026 |
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| CWM | 11k | $612k | -95% | Mar 2026 |
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| Fifth Third Securities | 11k | $693k | -1% | Jun 2026 |
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| Principal Securities | 11k | $687k | 3% | Jun 2026 |
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| Northern Trust | 11k | $687k | 0% | Jun 2026 |
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| Gwn Securities | 10k | $664k | 9% | Jun 2026 |
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| Synergy Financial Group | 9.7k | $639k | 21% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 9.6k | $612k | 100% | Jun 2026 |
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| Madison Wealth Partners | 9.2k | $603k | 2% | Jun 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 8.9k | $585k | -3% | Jun 2026 |
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| Courage Miller Partners | 8.8k | $574k | -10% | Jun 2026 |
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| Basepoint Wealth | 8.4k | $549k | 0% | Jun 2026 |
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| Asset Allocation Strategies | 8.0k | $521k | -1% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 7.9k | $520k | 0% | Jun 2026 |
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| MAI Wealth Advisors | 7.9k | $518k | 60% | Jun 2026 |
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| CIBC World Markets | 7.9k | $518k | 0% | Jun 2026 |
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| J.M. Arbour | 7.7k | $504k | -5% | Jun 2026 |
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| Quantinno Capital Management | 7.6k | $496k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 7.3k | $477k | 1% | Jun 2026 |
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| Procyon Private Wealth Partners | 7.1k | $468k | 0% | Jun 2026 |
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| rebel Financial | 7.0k | $381k | -2% | Mar 2026 |
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| SNS Financial | 6.6k | $435k | 100% | Jun 2026 |
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| River's Edge Wealth Management | 6.6k | $419k | -4% | Jun 2026 |
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| Moneta Group Investment Advisors | 6.3k | $410k | 3% | Jun 2026 |
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| Davenport & Co | 6.2k | $406k | 0% | Jun 2026 |
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| Citigroup | 6.0k | $330k | 100% | Mar 2026 |
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| Keating Financial Advisory Services | 5.8k | $378k | 3% | Jun 2026 |
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| Breakwater Capital Group | 5.7k | $373k | -4% | Jun 2026 |
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| Merit Financial Group | 5.5k | $362k | 0% | Jun 2026 |
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| Wealthcare Advisory Partners | 5.5k | $358k | -6% | Jun 2026 |
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| Silver Oak Securities | 5.4k | $354k | 0% | Jun 2026 |
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| Adell, Harriman, & Carpenter | 5.4k | $354k | 0% | Jun 2026 |
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| Ponta Wealth Partners | 5.4k | $352k | 100% | Jun 2026 |
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| TKG Advisors | 5.1k | $332k | 100% | Jun 2026 |
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| Fifth Third Bancorp | 5.0k | $328k | 0% | Jun 2026 |
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| AdvisorNet Financial | 4.9k | $324k | -8% | Jun 2026 |
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| Benjamin Edwards | 4.9k | $320k | 0% | Jun 2026 |
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| Global Retirement Partners | 4.9k | $320k | -1% | Jun 2026 |
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| Steward Partners Investment Advisory | 4.8k | $314k | 2% | Jun 2026 |
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| Independent Advisor Alliance | 4.8k | $313k | -4% | Jun 2026 |
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| Keel Point | 4.4k | $242k | 100% | Mar 2026 |
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| Park Avenue Securities | 4.4k | $285k | 0% | Jun 2026 |
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| Dahring | Cusmano | 4.3k | $285k | 100% | Jun 2026 |
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| Asempa Wealth Advisors | 4.3k | $282k | 0% | Jun 2026 |
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| Vise Technologies | 4.1k | $267k | 100% | Jun 2026 |
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| Opulen Financial Group | 4.0k | $264k | 0% | Jun 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 3.9k | $214k | -9% | Mar 2026 |
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| Private Trust Co Na | 3.8k | $250k | 0% | Jun 2026 |
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| Burke & Herbert Bank & Trust | 3.8k | $250k | 0% | Jun 2026 |
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| Oppenheimer & Co | 3.7k | $243k | 100% | Jun 2026 |
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| Advisory Services Network | 3.6k | $236k | -2% | Jun 2026 |
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| Sanctuary Advisors | 3.5k | $232k | 100% | Jun 2026 |
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| Signature Securities Group Corporation | 3.4k | $226k | -11% | Jun 2026 |
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| Connecticut Wealth Management | 3.4k | $226k | 100% | Jun 2026 |
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| Everhart Financial Group | 3.4k | $223k | 100% | Jun 2026 |
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| Ritter Daniher Financial Advisory LLC / DE | 3.3k | $218k | -8% | Jun 2026 |
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| Towerpoint Wealth | 3.3k | $216k | 100% | Jun 2026 |
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| Pinnacle Financial Partners | 3.3k | $215k | 100% | Jun 2026 |
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| Compass Capital Management | 3.2k | $210k | 100% | Jun 2026 |
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| Opal Wealth Advisors | 3.1k | $206k | 0% | Jun 2026 |
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| Wolff Financial Management | 3.1k | $202k | 100% | Jun 2026 |
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| International Assets Investment Management | 3.0k | $195k | 100% | Jun 2026 |
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| Cape Investment Advisory | 2.9k | $192k | 100% | Jun 2026 |
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| Harbour Investments | 2.8k | $186k | 12% | Jun 2026 |
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| Rockefeller Capital Management | 2.6k | $172k | -7% | Jun 2026 |
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| Smartleaf Asset Management | 2.5k | $161k | 0% | Jun 2026 |
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| SRS Capital Advisors | 2.0k | $129k | 100% | Jun 2026 |
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| Tompkins Financial Corp | 1.9k | $127k | 0% | Jun 2026 |
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| Mercer Global Advisors | 1.8k | $121k | 100% | Jun 2026 |
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| O'shaughnessy Asset Management | 1.7k | $114k | 35% | Jun 2026 |
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| AE Wealth Management | 1.6k | $105k | 100% | Jun 2026 |
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| Td Private Client Wealth | 1.6k | $102k | -21% | Jun 2026 |
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| Archer Investment Corp | 1.4k | $89k | 6% | Jun 2026 |
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| Parallel Advisors | 1.3k | $84k | 634% | Jun 2026 |
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| Glassy Mountain Advisors | 1.3k | $83k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 1.2k | $76k | 100% | Jun 2026 |
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| UMA Financial Services | 1.1k | $70k | 0% | Jun 2026 |
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| William Blair $ Company | 1.1k | $70k | 0% | Jun 2026 |
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| Assetmark | 866.00 | $57k | 0% | Jun 2026 |
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| Mather Group | 852.00 | $56k | 0% | Jun 2026 |
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| IFP Advisors | 572.00 | $38k | 1% | Jun 2026 |
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| WestEnd Capital Management | 310.00 | $20k | -46% | Jun 2026 |
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Who sold out of iShares Morningstar Small Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Systelligence | Mar 2026 | 261k | $14M |
| Change Path | Mar 2026 | 13k | $711k |
| Lido Advisors | Mar 2026 | 11k | $610k |
| Jane Street | Mar 2026 | 6.6k | $360k |
| Susquehanna International | Mar 2026 | 5.5k | $301k |
| Passive Capital Management | Mar 2026 | 5.5k | $301k |
| Jim Saulnier & Associates | Mar 2026 | 5.1k | $281k |
| Wick Capital Partners | Mar 2026 | 5.0k | $267k |
| Kestra Private Wealth Services | Mar 2026 | 4.1k | $224k |
| RWM Asset Management | Mar 2026 | 3.9k | $215k |
| Whipplewood Advisors | Mar 2026 | 3.3k | $181k |
| Merkkuri Wealth Advisors | Mar 2026 | 899.00 | $49k |
| Twin Peaks Wealth Advisors | Mar 2026 | 622.00 | $34k |