Who owns iShares Morningstar Small Value?
- Ticker: ISCV
- CUSIP Number: 464288703
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Small Value with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of iShares Morningstar Small Value stock
Who bought or sold iShares Morningstar Small Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Exchange Traded Concepts | 909k | $62M | 13% | Dec 2025 |
|
| Vaughan And Company Securities | 301k | $21M | 4% | Dec 2025 |
|
| Colony | 285k | $20M | -31% | Dec 2025 |
|
| LPL Financial | 231k | $16M | 36% | Dec 2025 |
|
| Matrix Trust | 187k | $13M | 1% | Dec 2025 |
|
| Steele Capital Management | 187k | $13M | 1% | Dec 2025 |
|
| Royal Bank of Canada | 155k | $10M | -2% | Sep 2025 |
|
| Wells Fargo & Company | 141k | $9.7M | 4% | Dec 2025 |
|
| UBS Group | 134k | $9.2M | 0% | Dec 2025 |
|
| Raymond James Financial | 114k | $7.8M | 4% | Dec 2025 |
|
| Cetera Investment Advisers | 99k | $6.8M | 2% | Dec 2025 |
|
| MB Generational Wealth | 88k | $6.0M | -6% | Dec 2025 |
|
| Advisory Services Network | 57k | $3.9M | 9% | Dec 2025 |
|
| Ipsen Advisor Group | 56k | $3.8M | 0% | Dec 2025 |
|
| Aptus Capital Advisors | 56k | $3.8M | 9% | Dec 2025 |
|
| Envestnet Asset Management | 55k | $3.8M | -7% | Dec 2025 |
|
| Commonwealth Equity Services | 55k | $3.8M | -1% | Dec 2025 |
|
| Jpmorgan Chase & Co | 52k | $3.4M | 100% | Sep 2025 |
|
| Chicago Partners Investment | 50k | $3.6M | 0% | Dec 2025 |
|
| Black Diamond Financial | 46k | $3.2M | 1% | Dec 2025 |
|
| Viewpoint Capital Management | 45k | $3.1M | 0% | Dec 2025 |
|
| Ameriprise Financial | 45k | $3.1M | 1% | Dec 2025 |
|
| Kestra Advisory Services | 44k | $3.0M | 2% | Dec 2025 |
|
| Rodgers & Associates | 44k | $3.0M | 0% | Dec 2025 |
|
| Goldman Sachs Group | 44k | $3.0M | 1% | Dec 2025 |
|
| Prosperity Consulting Group | 37k | $2.5M | -7% | Dec 2025 |
|
| Captrust Financial Advisors | 36k | $2.5M | 57% | Dec 2025 |
|
| Cambridge Investment Research Advisors | 35k | $2.4M | 0% | Dec 2025 |
|
| IHT Wealth Management | 34k | $2.3M | 16% | Dec 2025 |
|
| EP Wealth Advisors | 34k | $2.3M | -1% | Dec 2025 |
|
| Perennial Investment Advisors | 28k | $1.9M | 3% | Dec 2025 |
|
| D.A. Davidson & Co. | 22k | $1.5M | 4% | Dec 2025 |
|
| Equitable Holdings | 20k | $1.4M | 24% | Dec 2025 |
|
| LRI Investments | 18k | $1.2M | 0% | Dec 2025 |
|
| Mariner Wealth Advisors | 17k | $1.2M | 0% | Dec 2025 |
|
| Brian McDonald | 17k | $1.2M | -2% | Dec 2025 |
|
| Janney Montgomery Scott | 14k | $972k | 11% | Dec 2025 |
|
| We Are One Seven | 14k | $965k | 14% | Dec 2025 |
|
| SGL Investment Advisors | 14k | $1.0M | 17% | Dec 2025 |
|
| Panoramic Investment Advisors | 14k | $927k | 1% | Dec 2025 |
|
| Northwestern Mutual Wealth Management Company | 13k | $877k | -30% | Dec 2025 |
|
| Key FInancial | 11k | $736k | 4% | Dec 2025 |
|
| Wealth Enhancement Advisory Services | 10k | $729k | 12% | Dec 2025 |
|
| Jim Saulnier & Associates | 10k | $689k | 3% | Dec 2025 |
|
| Abel Hall | 9.9k | $678k | -7% | Dec 2025 |
|
| Pacific Sun Financial Corp | 9.6k | $655k | -5% | Dec 2025 |
|
| Mill Creek Capital Advisors | 9.4k | $644k | 0% | Dec 2025 |
|
| Merit Financial Group | 9.4k | $610k | 1% | Dec 2025 |
|
| Edge Financial Advisors | 8.0k | $547k | 1% | Dec 2025 |
|
| Courage Miller Partners | 7.8k | $536k | -10% | Dec 2025 |
|
| Kelly Financial Group | 7.6k | $522k | 0% | Dec 2025 |
|
| Geneos Wealth Management | 7.3k | $497k | 0% | Dec 2025 |
|
| Quantinno Capital Management | 7.0k | $476k | 0% | Dec 2025 |
|
| Jones Financial Companies, L.L | 6.6k | $452k | 9% | Dec 2025 |
|
| Northwest Wealth Advisors | 6.6k | $450k | 100% | Dec 2025 |
|
| HighTower Advisors | 6.4k | $441k | 0% | Dec 2025 |
|
| Towerpoint Wealth | 5.9k | $403k | 4% | Dec 2025 |
|
| Madison Wealth Partners | 5.9k | $401k | 0% | Dec 2025 |
|
| Essex Financial Services | 5.8k | $401k | 0% | Dec 2025 |
|
| Asset Dedication | 5.8k | $398k | 1% | Dec 2025 |
|
| Transcend Wealth Collective | 5.7k | $392k | 0% | Dec 2025 |
|
| Sensible Money | 5.7k | $391k | 1% | Dec 2025 |
|
| Gwn Securities | 5.4k | $367k | 2% | Dec 2025 |
|
| Creative Planning | 5.0k | $340k | 0% | Dec 2025 |
|
| Argent Trust | 4.9k | $335k | 0% | Dec 2025 |
|
| Lansing Street Advisors | 4.9k | $333k | 0% | Dec 2025 |
|
| MONECO Advisors | 4.9k | $332k | -4% | Dec 2025 |
|
| Harbour Investments | 4.9k | $332k | 94% | Dec 2025 |
|
| Nbc Securities | 4.5k | $311k | -3% | Dec 2025 |
|
| Unified Investment Management | 4.0k | $277k | 0% | Dec 2025 |
|
| Advisor Group Holdings | 3.9k | $265k | -23% | Dec 2025 |
|
| Western Wealth Management | 3.7k | $254k | 100% | Dec 2025 |
|
| Goss Wealth Management | 3.7k | $254k | 1% | Dec 2025 |
|
| Kohmann Bosshard Financial Services | 3.7k | $252k | 0% | Dec 2025 |
|
| RMR Capital Management | 3.6k | $248k | 0% | Dec 2025 |
|
| FMR | 3.6k | $241k | -3% | Sep 2025 |
|
| Summit Financial | 3.6k | $246k | 0% | Dec 2025 |
|
| CWM | 3.5k | $241k | -3% | Dec 2025 |
|
| Vise Technologies | 3.4k | $231k | 100% | Dec 2025 |
|
| Barrett & Company | 3.3k | $224k | 0% | Dec 2025 |
|
| Stifel Financial | 3.0k | $202k | 100% | Dec 2025 |
|
| Pure Portfolios Holdings | 2.9k | $200k | 100% | Dec 2025 |
|
| Smartleaf Asset Management | 2.8k | $196k | 9% | Dec 2025 |
|
| Richwood Investment Advisors | 2.8k | $206k | 100% | Dec 2025 |
|
| Greykasell Wealth Strategies | 2.5k | $174k | 1% | Dec 2025 |
|
| City State Bank | 2.2k | $150k | 0% | Dec 2025 |
|
| Basepoint Wealth | 1.8k | $121k | 100% | Dec 2025 |
|
| Farther Finance Advisors | 1.4k | $99k | 0% | Dec 2025 |
|
| Rockefeller Capital Management | 1.1k | $74k | 16% | Dec 2025 |
|
| Brentview Investment Management | 1.0k | $69k | 0% | Dec 2025 |
|
| Pnc Financial Services | 870.00 | $60k | 0% | Dec 2025 |
|
| Laurel Wealth Advisors | 840.00 | $58k | 100% | Dec 2025 |
|
| Capital Investment Advisory Services | 800.00 | $55k | 0% | Dec 2025 |
|
| Us Bancorp | 800.00 | $55k | 100% | Dec 2025 |
|
| Harbor Investment Advisory | 759.00 | $52k | 0% | Dec 2025 |
|
| Cedar Mountain Advisors | 727.00 | $50k | 0% | Dec 2025 |
|
| Sunbelt Securities | 641.00 | $44k | 0% | Dec 2025 |
|
| Wealth Preservation Advisors | 480.00 | $33k | 100% | Dec 2025 |
|
| Archer Investment Corp | 468.00 | $32k | 0% | Dec 2025 |
|
| Private Trust Co Na | 467.00 | $32k | 0% | Dec 2025 |
|
| Flagship Harbor Advisors | 428.00 | $29k | 100% | Dec 2025 |
|
| MAI Wealth Advisors | 372.00 | $26k | 0% | Dec 2025 |
|
| D. J. St. Germain | 351.00 | $24k | 0% | Dec 2025 |
|
| Litman Gregory Asset Management | 345.00 | $24k | 100% | Dec 2025 |
|
| AE Wealth Management | 330.00 | $23k | 0% | Dec 2025 |
|
| Assetmark | 257.00 | $18k | 189% | Dec 2025 |
|
| Steward Partners Investment Advisory | 222.00 | $15k | 0% | Dec 2025 |
|
| Union Bankshares | 204.00 | $14k | 0% | Dec 2025 |
|
| Cornerstone Planning Group | 187.00 | $13k | 0% | Dec 2025 |
|
| MGB Wealth Management | 176.00 | $12k | 1% | Dec 2025 |
|
| Evolution Advisers | 130.00 | $8.0k | 100% | Dec 2025 |
|
| Fortitude Family Office | 128.00 | $8.8k | 100% | Dec 2025 |
|
| Eukles Asset Management | 117.00 | $8.0k | 0% | Dec 2025 |
|
| Cape Investment Advisory | 100.00 | $6.9k | 100% | Dec 2025 |
|
| Russell Investments | 84.00 | $5.8k | 0% | Dec 2025 |
|
| SRS Capital Advisors | 80.00 | $5.5k | 100% | Dec 2025 |
|
| Olistico Wealth | 75.00 | $5.1k | 100% | Dec 2025 |
|
| Parkside Financial Bank & Trust | 72.00 | $4.9k | 0% | Dec 2025 |
|
| Caitlin John | 59.00 | $4.0k | 0% | Dec 2025 |
|
| Atwood & Palmer | 45.00 | $3.1k | 0% | Dec 2025 |
|
| Global Retirement Partners | 42.00 | $2.9k | 0% | Dec 2025 |
|
| one8zero8 | 37.00 | $2.5k | 100% | Dec 2025 |
|
| William Blair $ Company | 35.00 | $2.3k | -22% | Sep 2025 |
|
Who sold out of iShares Morningstar Small Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 7.2k | $442k |
| Ashton Thomas Securities | Sep 2025 | 3.6k | $237k |
| Pensionmark Financial Group | Sep 2025 | 3.4k | $224k |
| Park Avenue Securities | Sep 2025 | 3.2k | $210k |
| Principal Securities | Sep 2025 | 2.5k | $166k |
| Chilton Capital Management | Sep 2025 | 1.8k | $122k |
| Rise Advisors | Sep 2025 | 330.00 | $22k |
| Mather Group | Sep 2025 | 287.00 | $19k |
| Sontag Advisory | Sep 2025 | 240.00 | $16k |
| GPS Wealth Strategies Group | Sep 2025 | 55.00 | $3.6k |