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
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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 | 807k | $54M | 155% | Sep 2025 |
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| Colony | 413k | $28M | 4% | Sep 2025 |
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| Morgan Stanley | 353k | $22M | 100% | Jun 2025 |
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| Vaughan And Company Securities | 291k | $19M | 3% | Sep 2025 |
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| Matrix Trust | 185k | $12M | -2% | Sep 2025 |
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| Steele Capital Management | 185k | $12M | -2% | Sep 2025 |
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| LPL Financial | 170k | $11M | -9% | Sep 2025 |
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| Royal Bank of Canada | 155k | $10M | -2% | Sep 2025 |
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| Wells Fargo & Company | 135k | $9.0M | 4% | Sep 2025 |
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| UBS Group | 134k | $9.0M | 58% | Sep 2025 |
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| Raymond James Financial | 110k | $7.3M | -15% | Sep 2025 |
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| Cetera Investment Advisers | 98k | $6.5M | 106% | Sep 2025 |
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| MB Generational Wealth | 94k | $6.3M | 301% | Sep 2025 |
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| H D Vest Advisory Services | 64k | $3.9M | 0% | Jun 2025 |
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| Envestnet Asset Management | 59k | $4.0M | -1% | Sep 2025 |
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| Ipsen Advisor Group | 56k | $3.7M | 0% | Sep 2025 |
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| Commonwealth Equity Services | 56k | $3.7M | 37% | Sep 2025 |
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| Advisory Services Network | 52k | $3.5M | 14% | Sep 2025 |
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| Jpmorgan Chase & Co | 52k | $3.4M | -9% | Sep 2025 |
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| Aptus Capital Advisors | 51k | $3.4M | 195% | Sep 2025 |
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| Chicago Partners Investment | 50k | $3.4M | 0% | Sep 2025 |
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| Black Diamond Financial | 46k | $3.0M | 331% | Sep 2025 |
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| Viewpoint Capital Management | 45k | $3.0M | 0% | Sep 2025 |
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| Ameriprise Financial | 45k | $3.0M | -11% | Sep 2025 |
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| Rodgers & Associates | 44k | $2.9M | 2% | Sep 2025 |
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| Kestra Advisory Services | 44k | $2.9M | 0% | Sep 2025 |
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| Goldman Sachs Group | 43k | $2.9M | 0% | Sep 2025 |
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| Prosperity Consulting Group | 40k | $2.7M | -10% | Sep 2025 |
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| Cambridge Investment Research Advisors | 35k | $2.3M | -2% | Sep 2025 |
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| EP Wealth Advisors | 34k | $2.1M | -4% | Jun 2025 |
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| IHT Wealth Management | 29k | $1.9M | 6% | Sep 2025 |
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| Perennial Investment Advisors | 27k | $1.8M | 100% | Sep 2025 |
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| Captrust Financial Advisors | 23k | $1.5M | -22% | Sep 2025 |
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| D.A. Davidson & Co. | 21k | $1.4M | 7% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 18k | $1.2M | -60% | Sep 2025 |
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| LRI Investments | 18k | $1.2M | 0% | Sep 2025 |
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| Brian McDonald | 17k | $1.1M | -3% | Sep 2025 |
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| Mariner Wealth Advisors | 17k | $1.1M | -2% | Sep 2025 |
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| Equitable Holdings | 16k | $1.1M | 100% | Sep 2025 |
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| Panoramic Investment Advisors | 13k | $896k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 13k | $853k | -10% | Sep 2025 |
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| We Are One Seven | 12k | $826k | 100% | Sep 2025 |
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| SGL Investment Advisors | 12k | $779k | 100% | Sep 2025 |
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| Abel Hall | 11k | $712k | 0% | Sep 2025 |
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| Key FInancial | 10k | $690k | 11% | Sep 2025 |
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| Pacific Sun Financial Corp | 10k | $668k | -2% | Sep 2025 |
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| Jim Saulnier & Associates | 9.7k | $650k | -3% | Sep 2025 |
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| Mill Creek Capital Advisors | 9.4k | $626k | 0% | Sep 2025 |
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| Merit Financial Group | 9.3k | $586k | -4% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 9.2k | $613k | -7% | Sep 2025 |
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| Courage Miller Partners | 8.7k | $578k | -12% | Sep 2025 |
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| Edge Financial Advisors | 7.9k | $529k | 100% | Sep 2025 |
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| Kelly Financial Group | 7.6k | $508k | -2% | Sep 2025 |
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| Geneos Wealth Management | 7.3k | $484k | 0% | Sep 2025 |
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| Quantinno Capital Management | 7.0k | $463k | 100% | Sep 2025 |
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| HighTower Advisors | 6.5k | $431k | -5% | Sep 2025 |
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| Jones Financial Companies, L.L | 6.0k | $403k | 0% | Sep 2025 |
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| Essex Financial Services | 5.8k | $390k | -3% | Sep 2025 |
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| Madison Wealth Partners | 5.8k | $388k | 10% | Sep 2025 |
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| Asset Dedication | 5.8k | $385k | 1% | Sep 2025 |
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| Transcend Wealth Collective | 5.7k | $382k | 0% | Sep 2025 |
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| Sensible Money | 5.7k | $378k | 1% | Sep 2025 |
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| Towerpoint Wealth | 5.6k | $376k | 0% | Sep 2025 |
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| Gwn Securities | 5.2k | $351k | 4% | Sep 2025 |
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| Advisor Group Holdings | 5.0k | $336k | -45% | Sep 2025 |
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| MONECO Advisors | 5.0k | $336k | -2% | Sep 2025 |
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| Creative Planning | 5.0k | $330k | 0% | Sep 2025 |
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| Argent Trust | 4.9k | $326k | 0% | Sep 2025 |
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| Lansing Street Advisors | 4.9k | $324k | -13% | Sep 2025 |
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| Nbc Securities | 4.7k | $311k | -1% | Sep 2025 |
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| Unified Investment Management | 4.0k | $270k | 0% | Sep 2025 |
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| Kohmann Bosshard Financial Services | 3.7k | $245k | -81% | Sep 2025 |
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| Goss Wealth Management | 3.7k | $244k | 100% | Sep 2025 |
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| RMR Capital Management | 3.6k | $241k | 100% | Sep 2025 |
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| CWM | 3.6k | $241k | -1% | Sep 2025 |
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| FMR | 3.6k | $241k | -3% | Sep 2025 |
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| Summit Financial | 3.6k | $240k | -2% | Sep 2025 |
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| Ashton Thomas Securities | 3.6k | $237k | 100% | Sep 2025 |
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| Pensionmark Financial Group | 3.4k | $224k | 0% | Sep 2025 |
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| Barrett & Company | 3.3k | $218k | 0% | Sep 2025 |
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| Park Avenue Securities | 3.2k | $210k | 100% | Sep 2025 |
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| Smartleaf Asset Management | 2.6k | $173k | -1% | Sep 2025 |
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| Greykasell Wealth Strategies | 2.5k | $168k | 100% | Sep 2025 |
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| Harbour Investments | 2.5k | $167k | 0% | Sep 2025 |
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| Principal Securities | 2.5k | $166k | -3% | Sep 2025 |
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| City State Bank | 2.2k | $146k | 0% | Sep 2025 |
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| Chilton Capital Management | 1.8k | $122k | 100% | Sep 2025 |
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| Farther Finance Advisors | 1.4k | $96k | 0% | Sep 2025 |
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| Brentview Investment Management | 1.0k | $67k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 923.00 | $62k | 100% | Sep 2025 |
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| Pnc Financial Services | 870.00 | $58k | 0% | Sep 2025 |
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| Capital Investment Advisory Services | 800.00 | $53k | 0% | Sep 2025 |
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| Harbor Investment Advisory | 759.00 | $51k | 0% | Sep 2025 |
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| Cedar Mountain Advisors | 727.00 | $48k | 0% | Sep 2025 |
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| Sunbelt Securities | 641.00 | $43k | -40% | Sep 2025 |
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| Archer Investment Corp | 468.00 | $31k | 0% | Sep 2025 |
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| Private Trust Co Na | 467.00 | $31k | 0% | Sep 2025 |
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| Bank Of Montreal | 450.00 | $29k | 100% | Jun 2025 |
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| MAI Wealth Advisors | 372.00 | $25k | 0% | Sep 2025 |
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| D. J. St. Germain | 351.00 | $23k | 0% | Sep 2025 |
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| Rise Advisors | 330.00 | $22k | -20% | Sep 2025 |
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| AE Wealth Management | 330.00 | $22k | 0% | Sep 2025 |
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| Mather Group | 287.00 | $19k | 100% | Sep 2025 |
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| Sontag Advisory | 240.00 | $16k | 100% | Sep 2025 |
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| Steward Partners Investment Advisory | 222.00 | $15k | 0% | Sep 2025 |
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| Union Bankshares | 204.00 | $14k | 0% | Sep 2025 |
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| Cornerstone Planning Group | 187.00 | $12k | 100% | Sep 2025 |
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| MGB Wealth Management | 175.00 | $12k | 0% | Sep 2025 |
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| Eukles Asset Management | 117.00 | $7.8k | 0% | Sep 2025 |
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| Assetmark | 89.00 | $5.9k | -3% | Sep 2025 |
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| Russell Investments | 84.00 | $5.6k | 1% | Sep 2025 |
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| Parkside Financial Bank & Trust | 72.00 | $4.8k | 0% | Sep 2025 |
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| Caitlin John | 59.00 | $3.9k | 100% | Sep 2025 |
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| GPS Wealth Strategies Group | 55.00 | $3.6k | 2% | Sep 2025 |
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| Atwood & Palmer | 45.00 | $3.0k | 100% | Sep 2025 |
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| Global Retirement Partners | 42.00 | $2.8k | 0% | Sep 2025 |
|
| William Blair $ Company | 35.00 | $2.3k | -22% | Sep 2025 |
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Who sold out of iShares Morningstar Small Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 41k | $2.5M |
| Citadel Advisors | Jun 2025 | 7.2k | $442k |
| Sigma Planning | Jun 2025 | 7.1k | $433k |
| Perigon Wealth Management | Jun 2025 | 4.4k | $267k |
| Christopher J. Hasenberg | Mar 2025 | 2.5k | $151k |
| Ameritas Advisory Services | Jun 2025 | 136.00 | $8.3k |
| Olistico Wealth | Jun 2025 | 109.00 | $6.7k |
| SRS Capital Advisors | Jun 2025 | 79.00 | $4.8k |