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 |
|---|---|---|---|---|---|
| Vaughan And Company Securities | 252k | $15M | 4% | Dec 2023 |
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| Bank of America Corporation | 207k | $12M | 28% | Dec 2023 |
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| Matrix Trust | 194k | $12M | 1% | Dec 2023 |
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| Steele Capital Management | 192k | $12M | -2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 131k | $7.8M | -2% | Dec 2023 |
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| Wells Fargo & Company | 117k | $6.9M | -16% | Dec 2023 |
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| Royal Bank of Canada | 112k | $6.6M | -17% | Dec 2023 |
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| UBS Group | 97k | $5.8M | -3% | Dec 2023 |
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| H D Vest Advisory Services | 71k | $4.2M | 6% | Dec 2023 |
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| Captrust Financial Advisors | 55k | $3.3M | 100% | Dec 2023 |
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| Chicago Partners Investment | 53k | $3.0M | 0% | Dec 2023 |
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| EisnerAmper Wealth Management Corporate Benefits | 52k | $3.0M | -8% | Dec 2023 |
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| Viewpoint Capital Management | 46k | $2.8M | 0% | Mar 2024 |
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| Goldman Sachs Group | 43k | $2.6M | 0% | Dec 2023 |
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| Commonwealth Equity Services | 36k | $2.1M | 43% | Dec 2023 |
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| Kestra Advisory Services | 35k | $2.1M | 9% | Dec 2023 |
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| Cambridge Investment Research Advisors | 35k | $2.0M | 5% | Dec 2023 |
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| Rodgers & Associates | 32k | $1.9M | 1% | Dec 2023 |
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| MB Generational Wealth | 23k | $1.4M | 100% | Dec 2023 |
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| Jackson Creek Investment Advisors | 23k | $1.3M | 5% | Dec 2023 |
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| CI Private Wealth | 22k | $1.3M | 2% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 20k | $1.2M | 0% | Mar 2024 |
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| Frank. Day | 18k | $1.1M | -9% | Dec 2023 |
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| Merit Financial Group | 17k | $1.0M | 116% | Dec 2023 |
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| Mariner Wealth Advisors | 16k | $973k | 32% | Dec 2023 |
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| D.A. Davidson & Co. | 16k | $943k | 0% | Dec 2023 |
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| MONECO Advisors | 16k | $929k | 0% | Dec 2023 |
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| Janney Montgomery Scott | 15k | $882k | -7% | Dec 2023 |
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| Panoramic Investment Advisors | 13k | $817k | -1% | Mar 2024 |
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| Advisor Group Holdings | 12k | $734k | -8% | Dec 2023 |
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| Pacific Sun Financial Corp | 12k | $717k | -3% | Dec 2023 |
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| Black Diamond Financial | 11k | $644k | 6% | Dec 2023 |
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| Mercer Global Advisors | 11k | $636k | -9% | Dec 2023 |
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| Courage Miller Partners | 11k | $641k | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 9.3k | $566k | 2% | Mar 2024 |
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| Jpmorgan Chase & Co | 8.6k | $511k | 4% | Dec 2023 |
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| Dynamic Advisors Solutions | 8.4k | $517k | -4% | Mar 2024 |
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| Raymond James & Associates | 7.0k | $417k | 1% | Dec 2023 |
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| Lincoln National | 6.0k | $357k | -22% | Dec 2023 |
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| Transcend Wealth Collective | 5.9k | $350k | 39% | Dec 2023 |
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| Citigroup | 5.7k | $336k | 0% | Dec 2023 |
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| Towerpoint Wealth | 5.7k | $347k | 0% | Mar 2024 |
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| HighTower Advisors | 5.5k | $328k | -2% | Dec 2023 |
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| Madison Wealth Partners | 5.5k | $328k | 6% | Dec 2023 |
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| Argent Trust | 4.9k | $290k | 0% | Dec 2023 |
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| Nbc Securities | 4.8k | $295k | 4% | Mar 2024 |
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| Essex Financial Services | 4.7k | $276k | 100% | Dec 2023 |
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| Dfpg Investments | 4.6k | $266k | -4% | Dec 2023 |
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| Sigma Planning | 4.4k | $261k | -1% | Dec 2023 |
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| Creative Planning | 4.1k | $243k | 0% | Dec 2023 |
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| Geneos Wealth Management | 4.1k | $241k | 0% | Dec 2023 |
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| CWM | 3.7k | $226k | 0% | Mar 2024 |
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| Sage Financial | 3.4k | $202k | 100% | Dec 2023 |
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| Barrett & Company | 3.1k | $189k | 0% | Mar 2024 |
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| Harbour Investments | 2.7k | $160k | -10% | Dec 2023 |
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| City State Bank | 2.2k | $134k | 0% | Mar 2024 |
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| Proequities | 2.0k | $120M | -47% | Dec 2023 |
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| Smartleaf Asset Management | 1.8k | $110k | 100% | Dec 2023 |
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| Private Trust Co Na | 1.4k | $83k | 0% | Dec 2023 |
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| Capital Investment Advisory Services | 1.2k | $71k | 0% | Dec 2023 |
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| Sunbelt Securities | 1.1k | $66k | 148% | Mar 2024 |
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| Bartlett & Co. | 882.00 | $53k | 100% | Dec 2023 |
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| Bartlett & Co. Wealth Management | 882.00 | $53k | 100% | Dec 2023 |
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| Cedar Mountain Advisors | 831.00 | $51k | 0% | Mar 2024 |
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| Key FInancial | 797.00 | $47k | 0% | Dec 2023 |
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| Harbor Investment Advisory | 759.00 | $47k | -34% | Mar 2024 |
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| Rise Advisors | 643.00 | $39k | 0% | Mar 2024 |
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| Advisory Services Network | 594.00 | $35k | 100% | Dec 2023 |
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| Principal Securities | 500.00 | $30k | 100% | Dec 2023 |
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| Archer Investment Corp | 468.00 | $28k | 0% | Dec 2023 |
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| D. J. St. Germain | 351.00 | $21k | 0% | Dec 2023 |
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| Retirement Group | 279.00 | $17k | 0% | Dec 2023 |
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| O'shaughnessy Asset Management | 270.00 | $16k | 0% | Dec 2023 |
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| New England Capital Financial Advisors | 264.00 | $16k | 0% | Dec 2023 |
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| Absolute Investment Management | 222.00 | $13k | 100% | Dec 2023 |
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| Steward Partners Investment Advisory | 222.00 | $13k | 0% | Dec 2023 |
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| Sandy Spring Bank | 204.00 | $12k | 0% | Dec 2023 |
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| Spire Wealth Management | 200.00 | $11k | 0% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 170.00 | $10k | 100% | Dec 2023 |
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| Creative Financial Designs | 169.00 | $10k | 100% | Dec 2023 |
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| Eukles Asset Management | 117.00 | $6.9k | 0% | Dec 2023 |
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| Russell Investments | 116.00 | $6.9k | 2% | Dec 2023 |
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| Assetmark | 92.00 | $5.4k | -76% | Dec 2023 |
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| William Blair $ Company | 90.00 | $5.3k | -6% | Dec 2023 |
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| SRS Capital Advisors | 76.00 | $4.5k | 1% | Dec 2023 |
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| Parkside Financial Bank & Trust | 72.00 | $4.3k | 0% | Dec 2023 |
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| Global Retirement Partners | 42.00 | $2.4k | 0% | Dec 2023 |
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Who sold out of iShares Morningstar Small Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 35k | $1.8M |
| Flow Traders US | Sep 2023 | 7.8k | $402k |
| Jane Street | Sep 2023 | 3.9k | $204k |
| SevenOneSeven Capital Management | Sep 2023 | 2.8k | $140k |
| Bank Of Montreal | Sep 2023 | 2.0k | $114k |
| AdvisorNet Financial | Dec 2023 | 477.00 | $28k |
| Slocum, Gordon & Co | Sep 2023 | 291.00 | $15k |
| FNY Investment Advisers | Sep 2023 | 50.00 | $2.0k |