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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| LPL Financial | 633k | $35M | -6% | Mar 2026 |
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| Advisor Group Holdings | 617k | $34M | 810% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 541k | $30M | 4% | Mar 2026 |
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| Cetera Investment Advisers | 413k | $23M | 2% | Mar 2026 |
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| Gallagher Fiduciary Advisors | 326k | $18M | 6% | Mar 2026 |
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| Atria Investments | 324k | $18M | 6% | Mar 2026 |
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| Bank of America Corporation | 269k | $15M | 100% | Mar 2026 |
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| Systelligence | 261k | $14M | 100% | Mar 2026 |
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| Morgan Stanley | 260k | $14M | 20% | Mar 2026 |
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| Foundations Investment Advisors | 260k | $14M | 100% | Mar 2026 |
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| Ameriprise Financial | 251k | $14M | 70% | Mar 2026 |
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| CWM | 226k | $13M | -7% | Dec 2025 |
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| Matrix Trust | 179k | $9.8M | 0% | Mar 2026 |
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| Steele Capital Management | 179k | $9.8M | 0% | Mar 2026 |
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| Black Diamond Financial | 176k | $9.7M | -16% | Mar 2026 |
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| Raymond James Financial | 167k | $9.3M | 40% | Dec 2025 |
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| UBS Group | 167k | $9.1M | -1% | Mar 2026 |
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| Wells Fargo & Company | 165k | $9.1M | 3% | Mar 2026 |
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| Mariner Wealth Advisors | 141k | $7.7M | 11% | Mar 2026 |
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| Opes Wealth Management | 129k | $7.1M | 0% | Mar 2026 |
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| Ipsen Advisor Group | 116k | $6.3M | 2% | Mar 2026 |
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| Morris Retirement Advisors | 110k | $6.0M | 100% | Mar 2026 |
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| McKinley Carter Wealth Services | 106k | $5.8M | -1% | Mar 2026 |
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| NorthStar Asset Management | 104k | $5.7M | 4% | Mar 2026 |
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| BEAM Asset Management | 104k | $5.7M | 34% | Mar 2026 |
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| Anfield Capital Management | 91k | $5.0M | 100% | Mar 2026 |
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| Certified Advisory Corp | 83k | $4.5M | 8% | Mar 2026 |
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| IAG Wealth Partners | 78k | $4.3M | 2% | Mar 2026 |
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| Level Four Advisory Services | 72k | $4.0M | 55% | Dec 2025 |
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| HighTower Advisors | 67k | $3.6M | 1% | Mar 2026 |
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| Royal Bank of Canada | 65k | $3.6M | 55% | Mar 2026 |
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| Commonwealth Equity Services | 64k | $3.5M | -4% | Mar 2026 |
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| Steinberganna Wealth Management | 51k | $2.8M | 3% | Mar 2026 |
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| Atlanta Consulting Group Advisors | 51k | $2.8M | -13% | Mar 2026 |
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| LRI Investments | 45k | $2.5M | -2% | Mar 2026 |
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| Captrust Financial Advisors | 42k | $2.3M | 645% | Dec 2025 |
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| Key FInancial | 37k | $2.0M | 9% | Mar 2026 |
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| Ieq Capital | 36k | $2.0M | 0% | Dec 2025 |
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| Pathstone Holdings | 34k | $1.9M | -10% | Mar 2026 |
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| Perennial Investment Advisors | 32k | $1.8M | 0% | Mar 2026 |
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| Envestnet Asset Management | 32k | $1.8M | 22% | Mar 2026 |
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| Rodgers & Associates | 32k | $1.7M | -3% | Mar 2026 |
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| Goss Wealth Management | 31k | $1.7M | 7% | Mar 2026 |
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| Mml Investors Services | 25k | $1.4M | 8% | Mar 2026 |
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| Vaughan And Company Securities | 24k | $1.3M | 0% | Mar 2026 |
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| Kendall Capital Management | 24k | $1.3M | 0% | Mar 2026 |
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| Independent Financial Group | 22k | $1.2M | 47% | Mar 2026 |
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| Creative Planning | 22k | $1.2M | 1% | Mar 2026 |
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| Equitable Holdings | 21k | $1.2M | 3% | Mar 2026 |
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| Gladstone Institutional Advisory | 21k | $1.1M | 100% | Mar 2026 |
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| Phoenix Wealth Advisors | 20k | $1.1M | 1% | Mar 2026 |
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| Creekside Partners | 20k | $1.1M | -2% | Mar 2026 |
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| Shelton Wealth Management | 19k | $1.0M | -7% | Mar 2026 |
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| Arkadios Wealth Advisors | 18k | $981k | -3% | Mar 2026 |
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| Stifel Financial | 16k | $847k | 10% | Mar 2026 |
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| Crescent Grove Advisors | 14k | $786k | 0% | Mar 2026 |
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| Farther Finance Advisors | 14k | $785k | -50% | Mar 2026 |
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| Visionary Wealth Advisors | 14k | $764k | 2% | Mar 2026 |
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| D.A. Davidson & Co. | 14k | $739k | 72% | Mar 2026 |
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| Gilliland Jeter Wealth Management | 13k | $734k | 10% | Mar 2026 |
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| Change Path | 13k | $711k | 0% | Mar 2026 |
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| Kestra Advisory Services | 12k | $679k | 43% | Mar 2026 |
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| Private Advisor | 12k | $665k | 9% | Mar 2026 |
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| Lido Advisors | 11k | $610k | 0% | Mar 2026 |
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| MGB Wealth Management | 11k | $605k | 5286% | Dec 2025 |
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| Fifth Third Securities | 11k | $585k | 3% | Mar 2026 |
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| Northern Trust | 11k | $582k | 0% | Dec 2025 |
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| Principal Securities | 10k | $560k | 12% | Mar 2026 |
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| Courage Miller Partners | 9.7k | $532k | 0% | Mar 2026 |
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| Creative Financial Designs | 9.2k | $506k | -9% | Mar 2026 |
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| Nelson, Van Denburg & Campbell Wealth Management | 9.2k | $505k | -2% | Mar 2026 |
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| Madison Wealth Partners | 9.0k | $493k | 12% | Mar 2026 |
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| Gwn Securities | 8.7k | $484k | 11% | Dec 2025 |
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| Jones Financial Companies, L.L | 8.6k | $478k | 13% | Dec 2025 |
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| FMR | 8.6k | $478k | 3% | Dec 2025 |
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| Basepoint Wealth | 8.4k | $458k | 0% | Mar 2026 |
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| Financial Engines Advisors L.L.C | 8.2k | $455k | -12% | Dec 2025 |
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| J.M. Arbour | 8.1k | $444k | 100% | Mar 2026 |
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| Asset Allocation Strategies | 8.1k | $441k | -7% | Mar 2026 |
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| CIBC World Markets | 7.9k | $433k | 0% | Mar 2026 |
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| Synergy Financial Group | 7.9k | $438k | 4% | Dec 2025 |
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| Van Diest Capital | 7.6k | $422k | 100% | Dec 2025 |
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| Cambridge Investment Research Advisors | 7.2k | $394k | -25% | Mar 2026 |
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| Procyon Private Wealth Partners | 7.1k | $391k | 100% | Mar 2026 |
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| rebel Financial | 7.0k | $381k | -2% | Mar 2026 |
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| River's Edge Wealth Management | 6.9k | $415k | 100% | Mar 2026 |
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| Jane Street | 6.6k | $360k | 100% | Mar 2026 |
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| Davenport & Co | 6.2k | $340k | 0% | Mar 2026 |
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| Moneta Group Investment Advisors | 6.1k | $332k | 11% | Mar 2026 |
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| Citigroup | 6.0k | $330k | 100% | Mar 2026 |
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| Breakwater Capital Group | 5.9k | $325k | 0% | Mar 2026 |
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| Wealthcare Advisory Partners | 5.8k | $318k | 22% | Mar 2026 |
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| Keating Financial Advisory Services | 5.6k | $308k | 100% | Mar 2026 |
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| Merit Financial Group | 5.5k | $303k | 0% | Mar 2026 |
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| Passive Capital Management | 5.5k | $301k | 100% | Mar 2026 |
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| Silver Oak Securities | 5.4k | $296k | 0% | Mar 2026 |
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| Adell, Harriman, & Carpenter | 5.4k | $296k | -27% | Mar 2026 |
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| AdvisorNet Financial | 5.4k | $294k | 44% | Mar 2026 |
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| Jim Saulnier & Associates | 5.1k | $281k | 0% | Mar 2026 |
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| Brian McDonald | 5.1k | $281k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 5.0k | $274k | 100% | Mar 2026 |
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| Wick Capital Partners | 5.0k | $267k | 100% | Mar 2026 |
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| Independent Advisor Alliance | 5.0k | $272k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 4.9k | $271k | 5% | Mar 2026 |
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| Global Retirement Partners | 4.9k | $273k | -52% | Dec 2025 |
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| Benjamin Edwards | 4.9k | $268k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 4.7k | $257k | 0% | Mar 2026 |
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| Edge Financial Advisors | 4.5k | $251k | -6% | Dec 2025 |
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| Keel Point | 4.4k | $242k | 100% | Mar 2026 |
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| Park Avenue Securities | 4.4k | $239k | 0% | Mar 2026 |
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| Asempa Wealth Advisors | 4.3k | $239k | 0% | Mar 2026 |
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| Kestra Private Wealth Services | 4.1k | $224k | 6% | Mar 2026 |
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| Opulen Financial Group | 4.0k | $220k | 0% | Mar 2026 |
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| RWM Asset Management | 3.9k | $215k | 0% | Mar 2026 |
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| Chas. P. Smith & Associates, PA, CPA's | 3.9k | $214k | -9% | Mar 2026 |
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| Signature Securities Group Corporation | 3.9k | $212k | 4% | Mar 2026 |
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| Advisory Services Network | 3.8k | $213k | 1% | Dec 2025 |
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| Private Trust Co Na | 3.8k | $209k | -41% | Mar 2026 |
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| Burke & Herbert Bank & Trust | 3.8k | $209k | 0% | Mar 2026 |
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| Susquehanna International | 3.8k | $210k | -71% | Dec 2025 |
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| Ritter Daniher Financial Advisory LLC / DE | 3.6k | $198k | -10% | Mar 2026 |
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| Whipplewood Advisors | 3.3k | $181k | 0% | Mar 2026 |
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| Opal Wealth Advisors | 3.1k | $172k | 100% | Mar 2026 |
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| Cape Investment Advisory | 2.9k | $162k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 2.8k | $154k | 0% | Mar 2026 |
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| Harbour Investments | 2.5k | $138k | 253% | Mar 2026 |
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| Smartleaf Asset Management | 2.5k | $132k | 5% | Mar 2026 |
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| Td Private Client Wealth | 2.0k | $108k | -9% | Mar 2026 |
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| Tompkins Financial Corp | 1.9k | $107k | 0% | Mar 2026 |
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| Western Wealth Management | 1.4k | $76k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 1.3k | $71k | 0% | Mar 2026 |
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| Archer Investment Corp | 1.3k | $70k | 0% | Mar 2026 |
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| Glassy Mountain Advisors | 1.3k | $69k | 0% | Mar 2026 |
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| UMA Financial Services | 1.1k | $58k | 0% | Mar 2026 |
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| William Blair $ Company | 1.1k | $58k | 0% | Mar 2026 |
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| SRS Capital Advisors | 982.00 | $54k | 6% | Mar 2026 |
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| Merkkuri Wealth Advisors | 899.00 | $49k | 100% | Mar 2026 |
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| Assetmark | 866.00 | $48k | -1% | Mar 2026 |
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| Mather Group | 852.00 | $47k | 100% | Mar 2026 |
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| Twin Peaks Wealth Advisors | 622.00 | $34k | 100% | Mar 2026 |
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| WestEnd Capital Management | 579.00 | $32k | 100% | Mar 2026 |
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| IFP Advisors | 569.00 | $31k | 0% | Mar 2026 |
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| Geneos Wealth Management | 495.00 | $27k | 14% | Mar 2026 |
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| Wealth Enhancement Trust Services | 469.00 | $26k | 100% | Mar 2026 |
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| Manchester Capital Management | 390.00 | $21k | 0% | Mar 2026 |
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| Qube Research & Technologies | 361.00 | $20k | 0% | Dec 2025 |
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| MCF Advisors | 343.00 | $19k | 0% | Mar 2026 |
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| North Star Investment Management | 304.00 | $17k | 30% | Mar 2026 |
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| Millstone Evans Group | 292.00 | $16k | -34% | Mar 2026 |
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| SageView Advisory Group | 275.00 | $15k | 100% | Dec 2025 |
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| CoreCap Advisors | 14.00 | $766.999800 | -97% | Mar 2026 |
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Who sold out of iShares Morningstar Small Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 823k | $45M |
| Goldman Sachs Group | Dec 2025 | 35k | $2.0M |
| Jacksonville Wealth Management | Dec 2025 | 15k | $834k |
| CI Private Wealth | Dec 2025 | 12k | $683k |
| Caprock | Dec 2025 | 5.4k | $301k |
| Towerpoint Wealth | Dec 2025 | 4.6k | $256k |
| TFB Advisors | Dec 2025 | 4.6k | $253k |
| BlueChip Wealth Advisors | Dec 2025 | 4.3k | $228k |
| Wealth Enhancement Advisory Services | Dec 2025 | 4.2k | $245k |
| Summit Financial | Dec 2025 | 3.7k | $204k |
| Garton & Associates Financial Advisors | Dec 2025 | 2.6k | $142k |
| Laurel Wealth Advisors | Dec 2025 | 1.4k | $78k |