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 | 1.1M | $87M | 17% | Jun 2026 |
|
| Morgan Stanley | 300k | $21M | -5% | Mar 2026 |
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| Vaughan And Company Securities | 291k | $23M | -1% | Jun 2026 |
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| Colony | 279k | $22M | -3% | Jun 2026 |
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| Royal Bank of Canada | 211k | $17M | -10% | Jun 2026 |
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| Bank of America Corporation | 195k | $15M | -3% | Jun 2026 |
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| LPL Financial | 190k | $15M | -16% | Jun 2026 |
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| Matrix Trust | 189k | $15M | 1% | Jun 2026 |
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| Steele Capital Management | 189k | $15M | 1% | Jun 2026 |
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| UBS Group | 137k | $11M | 3% | Jun 2026 |
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| Envestnet Asset Management | 132k | $10M | -1% | Jun 2026 |
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| Granville Capital | 123k | $9.6M | 3% | Jun 2026 |
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| Raymond James Financial | 110k | $8.6M | -2% | Jun 2026 |
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| Cetera Investment Advisers | 102k | $8.0M | 0% | Jun 2026 |
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| MB Generational Wealth | 87k | $6.8M | -1% | Jun 2026 |
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| Wells Fargo & Company | 85k | $6.6M | -43% | Jun 2026 |
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| Advisory Services Network | 61k | $4.8M | 5% | Jun 2026 |
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| Aptus Capital Advisors | 60k | $4.7M | 5% | Jun 2026 |
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| Ipsen Advisor Group | 56k | $4.4M | 0% | Jun 2026 |
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| Commonwealth Equity Services | 52k | $4.0M | 1% | Jun 2026 |
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| Chicago Partners Investment | 50k | $3.9M | -1% | Jun 2026 |
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| Susquehanna International | 48k | $3.8M | 100% | Jun 2026 |
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| Kestra Advisory Services | 47k | $3.6M | 1% | Jun 2026 |
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| Jpmorgan Chase & Co | 46k | $3.6M | 100% | Jun 2026 |
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| Rodgers & Associates | 42k | $2.9M | -5% | Mar 2026 |
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| Ameriprise Financial | 40k | $3.1M | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 37k | $2.9M | 1% | Jun 2026 |
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| EP Wealth Advisors | 35k | $2.8M | 5% | Jun 2026 |
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| Viewpoint Capital Management | 35k | $2.7M | -23% | Jun 2026 |
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| Captrust Financial Advisors | 35k | $2.7M | 0% | Jun 2026 |
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| Prosperity Consulting Group | 33k | $2.6M | -4% | Jun 2026 |
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| TCG Advisory Services | 30k | $2.3M | 100% | Jun 2026 |
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| Perennial Investment Advisors | 29k | $2.3M | 4% | Jun 2026 |
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| Twin Cities Retirement Group | 28k | $2.2M | -4% | Jun 2026 |
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| IHT Wealth Management | 23k | $1.8M | -32% | Jun 2026 |
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| Black Diamond Financial | 21k | $1.7M | 9% | Jun 2026 |
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| D.A. Davidson & Co. | 20k | $1.6M | -9% | Jun 2026 |
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| SGL Investment Advisors | 18k | $1.5M | 13% | Jun 2026 |
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| LRI Investments | 18k | $1.4M | 0% | Jun 2026 |
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| Quantinno Capital Management | 17k | $1.3M | 142% | Jun 2026 |
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| Fifth Third Bancorp | 17k | $1.3M | 0% | Jun 2026 |
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| Tower Research Capital | 15k | $1.2M | 171% | Jun 2026 |
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| Janney Montgomery Scott | 14k | $1.1M | 1% | Jun 2026 |
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| Panoramic Investment Advisors | 14k | $1.1M | 0% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 13k | $997k | -3% | Jun 2026 |
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| Jones Financial Companies, L.L | 11k | $896k | 47% | Jun 2026 |
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| Key FInancial | 11k | $862k | 0% | Jun 2026 |
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| Merit Financial Group | 11k | $792k | 12% | Jun 2026 |
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| Abel Hall | 10k | $797k | 4% | Jun 2026 |
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| HighPoint Advisor | 9.5k | $743k | -1% | Jun 2026 |
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| Pathstone Holdings | 9.4k | $736k | 100% | Jun 2026 |
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| Mill Creek Capital Advisors | 9.4k | $653k | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 8.8k | $692k | -43% | Jun 2026 |
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| Citadel Advisors | 8.8k | $690k | 100% | Jun 2026 |
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| Pacific Sun Financial Corp | 8.7k | $683k | -6% | Jun 2026 |
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| Kelly Financial Group | 8.6k | $671k | 0% | Jun 2026 |
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| Equitable Holdings | 7.9k | $615k | -62% | Jun 2026 |
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| Geneos Wealth Management | 7.3k | $568k | 0% | Jun 2026 |
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| Courage Miller Partners | 6.9k | $540k | -11% | Jun 2026 |
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| Madison Wealth Partners | 6.8k | $534k | 2% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 6.7k | $523k | 100% | Jun 2026 |
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| rebel Financial | 6.5k | $454k | -4% | Mar 2026 |
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| Northwest Wealth Advisors | 6.5k | $510k | -1% | Jun 2026 |
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| HighTower Advisors | 6.5k | $505k | -6% | Jun 2026 |
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| Gwn Securities | 6.1k | $480k | 11% | Jun 2026 |
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| Asset Dedication | 5.9k | $459k | 0% | Jun 2026 |
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| Essex Financial Services | 5.8k | $458k | 0% | Jun 2026 |
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| Sensible Money | 5.8k | $451k | 0% | Jun 2026 |
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| FMR | 5.1k | $399k | 4% | Jun 2026 |
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| Jim Saulnier & Associates | 5.1k | $397k | -50% | Jun 2026 |
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| John A. Wolfe & Associates | 5.0k | $393k | -2% | Jun 2026 |
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| Towerpoint Wealth | 5.0k | $393k | 0% | Jun 2026 |
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| Argent Trust | 4.9k | $383k | 0% | Jun 2026 |
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| Lansing Street Advisors | 4.9k | $383k | 0% | Jun 2026 |
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| Transcend Wealth Collective | 4.6k | $364k | 0% | Jun 2026 |
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| Creative Planning | 4.5k | $354k | -9% | Jun 2026 |
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| Advisor Group Holdings | 4.5k | $354k | -8% | Jun 2026 |
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| MONECO Advisors | 4.5k | $353k | 0% | Jun 2026 |
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| Citigroup | 4.5k | $313k | 100% | Mar 2026 |
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| Nbc Securities | 4.5k | $351k | -1% | Jun 2026 |
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| Harbour Investments | 4.5k | $349k | 0% | Jun 2026 |
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| Farther Finance Advisors | 4.3k | $338k | -12% | Jun 2026 |
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| Independent Financial Group | 3.9k | $309k | 8% | Jun 2026 |
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| Unified Investment Management | 3.9k | $308k | -3% | Jun 2026 |
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| Ubs Global Asset Management Americas | 3.9k | $305k | 0% | Jun 2026 |
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| Kohmann Bosshard Financial Services | 3.7k | $289k | 0% | Jun 2026 |
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| Goss Wealth Management | 3.6k | $280k | -2% | Jun 2026 |
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| CWM | 3.5k | $243k | -1% | Mar 2026 |
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| RMR Capital Management | 3.5k | $273k | -4% | Jun 2026 |
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| Vise Technologies | 3.3k | $260k | -2% | Jun 2026 |
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| Rockefeller Capital Management | 3.3k | $256k | -1% | Jun 2026 |
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| Barrett & Company | 3.2k | $247k | 0% | Jun 2026 |
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| Private Advisor | 3.2k | $247k | 100% | Jun 2026 |
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| Stifel Financial | 3.0k | $238k | 0% | Jun 2026 |
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| Smartleaf Asset Management | 3.0k | $236k | 0% | Jun 2026 |
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| Western Wealth Management | 3.0k | $232k | 0% | Jun 2026 |
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| Warren Averett Asset Management | 2.9k | $229k | 0% | Jun 2026 |
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| Summit Financial | 2.8k | $222k | 100% | Jun 2026 |
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| Jane Street | 2.8k | $220k | -68% | Jun 2026 |
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| Richwood Investment Advisors | 2.8k | $217k | 100% | Jun 2026 |
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| Sage Financial | 2.8k | $216k | 100% | Jun 2026 |
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| Park Avenue Securities | 2.7k | $212k | 100% | Jun 2026 |
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| Greykasell Wealth Strategies | 2.6k | $200k | 0% | Jun 2026 |
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| International Assets Investment Management | 2.4k | $185k | 100% | Jun 2026 |
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| City State Bank | 2.2k | $172k | 0% | Jun 2026 |
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| Basepoint Wealth | 1.8k | $138k | 0% | Jun 2026 |
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| Integrated Wealth Concepts | 1.2k | $92k | 100% | Jun 2026 |
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| Brentview Investment Management | 1.0k | $78k | 0% | Jun 2026 |
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| Pnc Financial Services | 886.00 | $69k | 2% | Jun 2026 |
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| Capital Investment Advisory Services | 800.00 | $63k | -20% | Jun 2026 |
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| Us Bancorp | 800.00 | $63k | 0% | Jun 2026 |
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| Cedar Mountain Advisors | 727.00 | $57k | 0% | Jun 2026 |
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| Sunbelt Securities | 641.00 | $45k | 0% | Mar 2026 |
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| Hantz Financial Services | 508.00 | $40k | 100% | Jun 2026 |
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| Bank Of Montreal | 503.00 | $35k | 100% | Mar 2026 |
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| Archer Investment Corp | 468.00 | $37k | 0% | Jun 2026 |
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| Private Trust Co Na | 467.00 | $37k | 0% | Jun 2026 |
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| Mather Group | 424.00 | $33k | -2% | Jun 2026 |
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| D. J. St. Germain | 351.00 | $28k | 0% | Jun 2026 |
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| AE Wealth Management | 323.00 | $25k | -2% | Jun 2026 |
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| Steward Partners Investment Advisory | 222.00 | $17k | 0% | Jun 2026 |
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| Union Bankshares | 204.00 | $16k | 0% | Jun 2026 |
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| BlackRock | 201.00 | $16k | 100% | Jun 2026 |
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| Eukles Asset Management | 117.00 | $9.2k | 0% | Jun 2026 |
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| Mercer Global Advisors | 102.00 | $8.0k | 100% | Jun 2026 |
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| Cape Investment Advisory | 100.00 | $7.8k | 100% | Jun 2026 |
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| Assetmark | 88.00 | $6.9k | 5% | Jun 2026 |
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| SRS Capital Advisors | 80.00 | $6.3k | 0% | Jun 2026 |
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| Olistico Wealth | 75.00 | $5.9k | 0% | Jun 2026 |
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| Parkside Financial Bank & Trust | 72.00 | $5.0k | 0% | Mar 2026 |
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| Fortitude Family Office | 61.00 | $4.8k | 0% | Jun 2026 |
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| Caitlin John | 59.00 | $4.6k | 0% | Jun 2026 |
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| Global Retirement Partners | 42.00 | $3.3k | 0% | Jun 2026 |
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| one8zero8 | 37.00 | $2.9k | 0% | Jun 2026 |
|
| William Blair $ Company | 35.00 | $2.7k | -51% | Jun 2026 |
|
| Russell Investments | 4.00 | $284.000000 | -95% | Jun 2026 |
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Who sold out of iShares Morningstar Small Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| We Are One Seven | Mar 2026 | 16k | $1.1M |
| Independent Advisor Alliance | Mar 2026 | 13k | $882k |
| Ashton Thomas Securities | Mar 2026 | 3.6k | $247k |
| Eagle Strategies | Mar 2026 | 3.0k | $205k |
| Daytona Street Capital | Mar 2026 | 700.00 | $49k |
| Bessemer | Mar 2026 | 686.00 | $48k |
| MAI Wealth Advisors | Mar 2026 | 372.00 | $26k |