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 | 946k | $66M | 4% | Mar 2026 |
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| Morgan Stanley | 300k | $21M | -5% | Mar 2026 |
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| Vaughan And Company Securities | 293k | $20M | -3% | Mar 2026 |
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| Colony | 285k | $20M | -31% | Dec 2025 |
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| Royal Bank of Canada | 235k | $17M | 51% | Mar 2026 |
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| LPL Financial | 227k | $16M | -2% | Mar 2026 |
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| Bank of America Corporation | 202k | $14M | 100% | Mar 2026 |
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| Matrix Trust | 188k | $13M | 0% | Mar 2026 |
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| Steele Capital Management | 188k | $13M | 0% | Mar 2026 |
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| Wells Fargo & Company | 149k | $10M | 6% | Mar 2026 |
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| Envestnet Asset Management | 134k | $9.3M | 142% | Mar 2026 |
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| UBS Group | 133k | $9.2M | -1% | Mar 2026 |
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| Granville Capital | 119k | $8.3M | 100% | Mar 2026 |
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| Raymond James Financial | 114k | $7.8M | 4% | Dec 2025 |
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| Cetera Investment Advisers | 103k | $7.1M | 3% | Mar 2026 |
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| MB Generational Wealth | 88k | $6.1M | 0% | Mar 2026 |
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| Aptus Capital Advisors | 57k | $4.0M | 3% | Mar 2026 |
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| Advisory Services Network | 57k | $3.9M | 9% | Dec 2025 |
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| Ipsen Advisor Group | 56k | $3.9M | 0% | Mar 2026 |
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| Commonwealth Equity Services | 51k | $3.6M | -7% | Mar 2026 |
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| Chicago Partners Investment | 50k | $3.7M | 0% | Mar 2026 |
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| Kestra Advisory Services | 46k | $3.2M | 4% | Mar 2026 |
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| Viewpoint Capital Management | 45k | $3.2M | 0% | Mar 2026 |
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| Rodgers & Associates | 42k | $2.9M | -5% | Mar 2026 |
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| Ameriprise Financial | 38k | $2.7M | -15% | Mar 2026 |
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| Cambridge Investment Research Advisors | 37k | $2.5M | 5% | Mar 2026 |
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| Captrust Financial Advisors | 36k | $2.5M | 57% | Dec 2025 |
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| Prosperity Consulting Group | 35k | $2.4M | -7% | Mar 2026 |
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| IHT Wealth Management | 34k | $2.3M | 16% | Dec 2025 |
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| EP Wealth Advisors | 34k | $2.3M | 0% | Mar 2026 |
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| Twin Cities Retirement Group | 29k | $2.0M | 100% | Mar 2026 |
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| Perennial Investment Advisors | 28k | $1.9M | -1% | Mar 2026 |
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| D.A. Davidson & Co. | 22k | $1.5M | 4% | Mar 2026 |
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| Equitable Holdings | 21k | $1.4M | 4% | Mar 2026 |
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| Black Diamond Financial | 20k | $1.4M | -58% | Mar 2026 |
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| LRI Investments | 18k | $1.2M | 0% | Mar 2026 |
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| Brian McDonald | 17k | $1.2M | -2% | Dec 2025 |
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| Fifth Third Bancorp | 17k | $1.2M | 100% | Mar 2026 |
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| SGL Investment Advisors | 16k | $1.2M | 15% | Mar 2026 |
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| Mariner Wealth Advisors | 16k | $1.1M | -8% | Mar 2026 |
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| We Are One Seven | 14k | $965k | 14% | Dec 2025 |
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| Janney Montgomery Scott | 14k | $972k | -1% | Mar 2026 |
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| Panoramic Investment Advisors | 14k | $943k | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 13k | $912k | 2% | Mar 2026 |
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| Independent Advisor Alliance | 13k | $882k | 100% | Mar 2026 |
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| Key FInancial | 11k | $767k | 3% | Mar 2026 |
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| Jim Saulnier & Associates | 10k | $699k | 0% | Mar 2026 |
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| Abel Hall | 9.8k | $682k | -1% | Mar 2026 |
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| Merit Financial Group | 9.4k | $624k | 0% | Mar 2026 |
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| Mill Creek Capital Advisors | 9.4k | $644k | 0% | Dec 2025 |
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| Pacific Sun Financial Corp | 9.3k | $648k | -3% | Mar 2026 |
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| Jane Street | 8.8k | $610k | 100% | Mar 2026 |
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| Kelly Financial Group | 8.6k | $597k | 13% | Mar 2026 |
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| Edge Financial Advisors | 8.0k | $547k | 1% | Dec 2025 |
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| Courage Miller Partners | 7.8k | $540k | -1% | Mar 2026 |
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| Geneos Wealth Management | 7.3k | $504k | 0% | Mar 2026 |
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| Quantinno Capital Management | 7.0k | $483k | 0% | Mar 2026 |
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| HighTower Advisors | 6.8k | $476k | 6% | Mar 2026 |
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| Madison Wealth Partners | 6.7k | $463k | 14% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.6k | $452k | 9% | Dec 2025 |
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| Northwest Wealth Advisors | 6.6k | $458k | 0% | Mar 2026 |
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| rebel Financial | 6.5k | $454k | -4% | Mar 2026 |
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| Essex Financial Services | 5.8k | $407k | 0% | Mar 2026 |
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| Asset Dedication | 5.8k | $406k | 0% | Mar 2026 |
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| Sensible Money | 5.7k | $398k | 0% | Mar 2026 |
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| Gwn Securities | 5.4k | $367k | 2% | Dec 2025 |
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| John A. Wolfe & Associates | 5.1k | $357k | 0% | Mar 2026 |
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| Towerpoint Wealth | 5.0k | $348k | -15% | Mar 2026 |
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| Creative Planning | 5.0k | $345k | 0% | Mar 2026 |
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| Argent Trust | 4.9k | $340k | 0% | Mar 2026 |
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| Farther Finance Advisors | 4.9k | $341k | 239% | Mar 2026 |
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| Lansing Street Advisors | 4.9k | $339k | 0% | Mar 2026 |
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| Transcend Wealth Collective | 4.6k | $323k | -19% | Mar 2026 |
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| MONECO Advisors | 4.5k | $313k | -7% | Mar 2026 |
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| Citigroup | 4.5k | $313k | 100% | Mar 2026 |
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| Nbc Securities | 4.5k | $313k | -1% | Mar 2026 |
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| Harbour Investments | 4.5k | $309k | -8% | Mar 2026 |
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| Unified Investment Management | 4.0k | $281k | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 3.9k | $271k | 100% | Mar 2026 |
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| Advisor Group Holdings | 3.9k | $265k | -23% | Dec 2025 |
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| FMR | 3.7k | $253k | 2% | Dec 2025 |
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| Kohmann Bosshard Financial Services | 3.7k | $256k | 0% | Mar 2026 |
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| Goss Wealth Management | 3.6k | $253k | -2% | Mar 2026 |
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| Independent Financial Group | 3.6k | $253k | 19% | Mar 2026 |
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| RMR Capital Management | 3.6k | $252k | 0% | Mar 2026 |
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| Ashton Thomas Securities | 3.6k | $247k | 100% | Mar 2026 |
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| CWM | 3.5k | $241k | -3% | Dec 2025 |
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| Vise Technologies | 3.4k | $231k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 3.3k | $229k | 207% | Mar 2026 |
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| Barrett & Company | 3.2k | $219k | -4% | Mar 2026 |
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| Stifel Financial | 3.0k | $211k | 3% | Mar 2026 |
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| Smartleaf Asset Management | 3.0k | $204k | 6% | Mar 2026 |
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| Western Wealth Management | 3.0k | $205k | -20% | Mar 2026 |
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| Eagle Strategies | 3.0k | $205k | 100% | Mar 2026 |
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| Pure Portfolios Holdings | 2.9k | $200k | 100% | Dec 2025 |
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| Greykasell Wealth Strategies | 2.5k | $177k | 0% | Mar 2026 |
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| City State Bank | 2.2k | $153k | 0% | Mar 2026 |
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| Basepoint Wealth | 1.8k | $123k | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 1.0k | $70k | 25% | Mar 2026 |
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| Brentview Investment Management | 1.0k | $70k | 0% | Mar 2026 |
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| Pnc Financial Services | 870.00 | $61k | 0% | Mar 2026 |
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| Us Bancorp | 800.00 | $55k | 100% | Dec 2025 |
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| Cedar Mountain Advisors | 727.00 | $51k | 0% | Mar 2026 |
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| Daytona Street Capital | 700.00 | $49k | 100% | Mar 2026 |
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| Bessemer | 686.00 | $48k | 100% | Mar 2026 |
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| Sunbelt Securities | 641.00 | $45k | 0% | Mar 2026 |
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| Bank Of Montreal | 503.00 | $35k | 100% | Mar 2026 |
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| Archer Investment Corp | 468.00 | $33k | 0% | Mar 2026 |
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| Private Trust Co Na | 467.00 | $33k | 0% | Mar 2026 |
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| Mather Group | 432.00 | $30k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 372.00 | $26k | 0% | Mar 2026 |
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| D. J. St. Germain | 351.00 | $24k | 0% | Mar 2026 |
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| Litman Gregory Asset Management | 345.00 | $24k | 100% | Dec 2025 |
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| AE Wealth Management | 330.00 | $23k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 222.00 | $15k | 0% | Mar 2026 |
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| Union Bankshares | 204.00 | $14k | 0% | Mar 2026 |
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| MGB Wealth Management | 176.00 | $12k | 1% | Dec 2025 |
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| Eukles Asset Management | 117.00 | $8.1k | 0% | Mar 2026 |
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| Cape Investment Advisory | 100.00 | $6.9k | 100% | Dec 2025 |
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| Russell Investments | 85.00 | $5.9k | 1% | Mar 2026 |
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| Assetmark | 84.00 | $5.8k | -67% | Mar 2026 |
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| SRS Capital Advisors | 80.00 | $5.6k | 0% | Mar 2026 |
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| Olistico Wealth | 75.00 | $5.2k | 0% | Mar 2026 |
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| William Blair $ Company | 72.00 | $5.0k | 106% | Mar 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 | $4.2k | -52% | Mar 2026 |
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| Caitlin John | 59.00 | $4.1k | 0% | Mar 2026 |
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| Global Retirement Partners | 42.00 | $2.9k | 0% | Dec 2025 |
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| one8zero8 | 37.00 | $2.6k | 0% | Mar 2026 |
|
Who sold out of iShares Morningstar Small Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 52k | $3.4M |
| Goldman Sachs Group | Dec 2025 | 44k | $3.0M |
| Two Sigma Investments | Dec 2025 | 15k | $1.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 10k | $729k |
| Summit Financial | Dec 2025 | 3.6k | $246k |
| Pensionmark Financial Group | Dec 2025 | 3.2k | $223k |
| Richwood Investment Advisors | Dec 2025 | 2.8k | $206k |
| Laurel Wealth Advisors | Dec 2025 | 840.00 | $58k |
| Harbor Investment Advisory | Dec 2025 | 759.00 | $52k |
| Wealth Preservation Advisors | Dec 2025 | 480.00 | $33k |
| Flagship Harbor Advisors | Dec 2025 | 428.00 | $29k |
| Cornerstone Planning Group | Dec 2025 | 187.00 | $13k |
| Evolution Advisers | Dec 2025 | 130.00 | $8.0k |
| GPS Wealth Strategies Group | Sep 2025 | 55.00 | $3.6k |
| Atwood & Palmer | Dec 2025 | 45.00 | $3.1k |