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 |
|---|---|---|---|---|---|
| Morgan Stanley | 416k | $24M | -5% | Jun 2024 |
|
| Vaughan And Company Securities | 264k | $17M | 0% | Sep 2024 |
|
| Matrix Trust | 186k | $12M | -2% | Sep 2024 |
|
| Steele Capital Management | 186k | $12M | -2% | Sep 2024 |
|
| Bank of America Corporation | 156k | $9.9M | -12% | Sep 2024 |
|
| Raymond James Financial Services Advisors | 141k | $9.0M | 0% | Sep 2024 |
|
| Royal Bank of Canada | 126k | $8.0M | 1% | Sep 2024 |
|
| Wells Fargo & Company | 101k | $6.4M | -10% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 87k | $5.5M | 4% | Sep 2024 |
|
| LPL Financial | 84k | $5.4M | 2% | Sep 2024 |
|
| Merriman Wealth Management | 80k | $5.1M | 1% | Sep 2024 |
|
| H D Vest Advisory Services | 64k | $3.7M | 3% | Jun 2024 |
|
| Chicago Partners Investment | 50k | $3.1M | -6% | Sep 2024 |
|
| Prosperity Consulting Group | 48k | $3.0M | -1% | Sep 2024 |
|
| Viewpoint Capital Management | 46k | $2.7M | 0% | Jun 2024 |
|
| Goldman Sachs Group | 43k | $2.5M | 0% | Jun 2024 |
|
| Kestra Advisory Services | 40k | $2.6M | 2% | Sep 2024 |
|
| Jpmorgan Chase & Co | 40k | $2.5M | 125% | Sep 2024 |
|
| Cetera Investment Advisers | 39k | $2.3M | -3% | Jun 2024 |
|
| EP Wealth Advisors | 35k | $2.2M | 100% | Sep 2024 |
|
| Commonwealth Equity Services | 34k | $2.1M | -1% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 33k | $2.1M | -2% | Sep 2024 |
|
| Captrust Financial Advisors | 33k | $2.1M | -7% | Sep 2024 |
|
| Rodgers & Associates | 32k | $2.0M | 2% | Sep 2024 |
|
| MB Generational Wealth | 23k | $1.5M | 0% | Sep 2024 |
|
| Kohmann Bosshard Financial Services | 20k | $1.2M | 0% | Sep 2024 |
|
| LRI Investments | 18k | $1.2M | 0% | Sep 2024 |
|
| Brian McDonald | 17k | $1.1M | 0% | Sep 2024 |
|
| D.A. Davidson & Co. | 17k | $982k | 2% | Jun 2024 |
|
| Mariner Wealth Advisors | 16k | $1.0M | 0% | Sep 2024 |
|
| Advisor Group Holdings | 16k | $1.0M | 30% | Sep 2024 |
|
| Panoramic Investment Advisors | 14k | $855k | 1% | Sep 2024 |
|
| Janney Montgomery Scott | 14k | $855k | -5% | Sep 2024 |
|
| Merit Financial Group | 13k | $836k | -20% | Sep 2024 |
|
| Black Diamond Financial | 11k | $710k | -1% | Sep 2024 |
|
| Pacific Sun Financial Corp | 11k | $696k | -7% | Sep 2024 |
|
| Courage Miller Partners | 10k | $661k | -1% | Sep 2024 |
|
| Raymond James & Associates | 10k | $653k | -10% | Sep 2024 |
|
| Envestnet Asset Management | 9.5k | $601k | 43% | Sep 2024 |
|
| Wealth Enhancement Advisory Services | 9.4k | $547k | 2% | Jun 2024 |
|
| Mill Creek Capital Advisors | 9.4k | $599k | 0% | Sep 2024 |
|
| Jim Saulnier & Associates | 8.1k | $513k | 100% | Sep 2024 |
|
| Tower Research Capital | 6.8k | $396k | 9% | Jun 2024 |
|
| Key FInancial | 6.8k | $433k | 5% | Sep 2024 |
|
| Citadel Advisors | 6.8k | $431k | -87% | Sep 2024 |
|
| MONECO Advisors | 6.1k | $390k | 0% | Sep 2024 |
|
| Essex Financial Services | 6.0k | $380k | 0% | Sep 2024 |
|
| Citigroup | 6.0k | $379k | 0% | Sep 2024 |
|
| Transcend Wealth Collective | 5.9k | $374k | 0% | Sep 2024 |
|
| Towerpoint Wealth | 5.7k | $360k | 0% | Sep 2024 |
|
| Madison Wealth Partners | 5.6k | $355k | 0% | Sep 2024 |
|
| HighTower Advisors | 5.5k | $321k | 0% | Jun 2024 |
|
| Sensible Money | 5.5k | $352k | 0% | Sep 2024 |
|
| Perennial Investment Advisors | 5.2k | $302k | -2% | Jun 2024 |
|
| Argent Trust | 4.9k | $310k | 0% | Sep 2024 |
|
| Nbc Securities | 4.7k | $301k | -2% | Sep 2024 |
|
| Jane Street | 4.6k | $293k | -10% | Sep 2024 |
|
| Sigma Planning | 4.5k | $283k | 0% | Sep 2024 |
|
| Private Advisor | 4.3k | $273k | 14% | Sep 2024 |
|
| Creative Planning | 4.1k | $261k | 0% | Sep 2024 |
|
| Susquehanna International | 4.1k | $261k | -70% | Sep 2024 |
|
| RMR Capital Management | 3.7k | $235k | 1% | Sep 2024 |
|
| CWM | 3.7k | $235k | 0% | Sep 2024 |
|
| Geneos Wealth Management | 3.7k | $212k | 0% | Jun 2024 |
|
| Ashton Thomas Securities | 3.7k | $232k | 100% | Sep 2024 |
|
| CI Private Wealth | 3.4k | $217k | -85% | Sep 2024 |
|
| Sage Financial | 3.4k | $217k | 100% | Sep 2024 |
|
| Barrett & Company | 3.3k | $208k | 6% | Sep 2024 |
|
| Principal Securities | 3.2k | $204k | 21% | Sep 2024 |
|
| Harbour Investments | 2.7k | $171k | 0% | Sep 2024 |
|
| City State Bank | 2.2k | $139k | 0% | Sep 2024 |
|
| Jones Financial Companies, L.L | 2.0k | $124k | 100% | Sep 2024 |
|
| Smartleaf Asset Management | 1.9k | $118k | 20% | Sep 2024 |
|
| Global Financial Private Client | 1.8k | $114k | 0% | Sep 2024 |
|
| Proequities | 1.6k | $99M | 0% | Sep 2024 |
|
| Farther Finance Advisors | 1.4k | $91k | 100% | Sep 2024 |
|
| Private Trust Co Na | 1.4k | $81k | 0% | Jun 2024 |
|
| Capital Investment Advisory Services | 1.2k | $76k | 0% | Sep 2024 |
|
| Sunbelt Securities | 1.1k | $68k | 0% | Sep 2024 |
|
| Laurel Wealth Advisors | 840.00 | $53k | 0% | Sep 2024 |
|
| Harbor Investment Advisory | 759.00 | $48k | 0% | Sep 2024 |
|
| Cedar Mountain Advisors | 727.00 | $46k | 0% | Sep 2024 |
|
| Rise Advisors | 650.00 | $41k | 1% | Sep 2024 |
|
| Steward Partners Investment Advisory | 524.00 | $30k | 136% | Jun 2024 |
|
| Archer Investment Corp | 468.00 | $30k | 0% | Sep 2024 |
|
| D. J. St. Germain | 351.00 | $22k | 0% | Sep 2024 |
|
| New England Capital Financial Advisors | 264.00 | $17k | 0% | Sep 2024 |
|
| Absolute Investment Management | 222.00 | $14k | 0% | Sep 2024 |
|
| Eagle Bay Advisors | 204.00 | $13k | 0% | Sep 2024 |
|
| Sandy Spring Bank | 204.00 | $13k | 0% | Sep 2024 |
|
| Spire Wealth Management | 200.00 | $13k | 0% | Sep 2024 |
|
| Mather Group | 196.00 | $12k | 100% | Sep 2024 |
|
| MGB Wealth Management | 175.00 | $11k | 0% | Sep 2024 |
|
| Olistico Wealth | 150.00 | $9.5k | 0% | Sep 2024 |
|
| Coastal Investment Advisors | 150.00 | $9.6k | -57% | Sep 2024 |
|
| Eukles Asset Management | 117.00 | $7.4k | 0% | Sep 2024 |
|
| Asset Dedication | 102.00 | $6.5k | 0% | Sep 2024 |
|
| Assetmark | 82.00 | $5.2k | -98% | Sep 2024 |
|
| Russell Investments | 82.00 | $4.7k | 1% | Jun 2024 |
|
| SRS Capital Advisors | 78.00 | $4.9k | 1% | Sep 2024 |
|
| Global Retirement Partners | 77.00 | $4.9k | 83% | Sep 2024 |
|
| William Blair $ Company | 75.00 | $4.8k | -6% | Sep 2024 |
|
| Parkside Financial Bank & Trust | 72.00 | $4.6k | 0% | Sep 2024 |
|
| GPS Wealth Strategies Group | 54.00 | $3.4k | 2% | Sep 2024 |
|
| Jaffetilchin Investment Partners | 27.00 | $1.7k | 100% | Sep 2024 |
|
Who sold out of iShares Morningstar Small Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Mercer Global Advisors | Mar 2024 | 11k | $657k |
| Jackson Creek Investment Advisors | Jun 2024 | 4.7k | $273k |
| Equitable Holdings | Mar 2024 | 4.6k | $283k |
| Pnc Financial Services | Jun 2024 | 30.00 | $1.7k |