Free Trial
→ This red-hot crypto opportunity could slam shut soon (From Wealthpin Pro) (Ad) Free ISCB Stock Alerts

iShares Morningstar Small-Cap ETF (ISCB) Institutional Ownership

$61.70 +1.02 (+1.68%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$8.96M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$8.59M
Get ISCB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Small-Cap ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ISCB Institutional Buying and Selling by Quarter

iShares Morningstar Small-Cap ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Goldstein Advisors LLC42,253$2.48M0.4%+1.4%1.056%
1/15/2025 Merit Financial Group LLC3,517$206K0.0%-6.8%0.088%
1/15/2025 Brand Asset Management Group Inc.28,943$1.70M0.7%-1.6%0.724%
12/26/2024JPMorgan Chase & Co.10,675$626K0.0%+1,358.3%0.267%
11/15/2024MML Investors Services LLC9,462$555K0.0%+26.0%0.237%
11/13/2024FMR LLC6,649$390K0.0%+13.8%0.166%
11/12/2024Jim Saulnier & Associates LLC8,064$473K0.5%N/A0.202%
11/5/2024Aptus Capital Advisors LLC3,959$232K0.0%-40.9%0.099%
10/29/2024Key Financial Inc617$36K0.0%+75.3%0.015%
10/28/2024Gladstone Institutional Advisory LLC39,540$2.32M0.1%-2.1%0.989%
10/25/2024Strategic Financial Planning Inc.3,580$210K0.1%N/A0.090%
10/24/2024 Goldstein Advisors LLC41,679$2.45M0.4%+0.7%1.042%
8/16/2024Northwestern Mutual Wealth Management Co.5,974$322K0.0%+27.3%0.149%
8/16/2024Susquehanna International Group LLP64,818$3.49M0.0%+32.0%1.620%
8/12/2024Mercer Global Advisors Inc. ADV25,430$1.37M0.0%-1.1%0.636%
7/31/2024Commonwealth Equity Services LLC34,989$1.89M0.0%+6.4%0.875%
7/24/2024 Goldstein Advisors LLC41,384$2.23M0.4%+4.0%1.035%
7/22/2024Atria Wealth Solutions Inc.64,198$3.46M0.0%+1.4%1.605%
7/20/2024 Brand Asset Management Group Inc.30,585$1.65M0.7%-3.7%0.765%
5/20/2024Adams Wealth Management41,924$2.36M0.6%N/A1.048%
5/17/2024Comerica Bank999$56K0.0%+64.0%0.025%
5/9/2024New Insight Wealth Advisors7,911$445K0.3%+2.9%0.195%
5/8/2024Avantax Advisory Services Inc.46,372$2.61M0.0%-75.4%1.145%
5/6/2024Mittelman Wealth Management45,445$2.56M1.7%N/A1.122%
4/29/2024Commonwealth Equity Services LLC32,876$1.85M0.0%-5.8%0.812%
4/22/2024Strategic Financial Planning Inc.3,580$201K0.2%N/A0.088%
4/16/2024Trifecta Capital Advisors LLC1,276$72K0.0%N/A0.032%
4/15/2024Flagstar Advisors Inc.6,578$370K0.1%-8.8%0.162%
2/12/2024 Goldstein Advisors LLC40,116$2.15M0.4%-2.7%0.944%
2/9/2024Corient Private Wealth LLC19,328$1.04M0.0%+2.0%0.455%
2/9/2024Gladstone Institutional Advisory LLC43,086$2.31M0.1%+2.5%1.014%
2/8/2024Beacon Pointe Advisors LLC3,860$207K0.0%N/A0.091%
2/7/2024Avantax Advisory Services Inc.188,879$10.13M0.1%+2.7%4.444%
2/6/2024Private Advisor Group LLC8,683$465K0.0%-4.8%0.204%
2/6/2024 Merit Financial Group LLC3,752$201K0.0%N/A0.088%
2/5/2024Choreo LLC24,426$1.31M0.0%+0.9%0.575%
2/2/2024Atria Wealth Solutions Inc.62,920$3.37M0.0%-0.6%1.480%
1/31/2024Continuum Wealth Advisors LLC4,116$221K0.1%N/A0.097%
1/22/2024 Brand Asset Management Group Inc.34,024$1.82M0.8%+5.8%0.801%
1/19/2024Flagstar Advisors Inc.7,209$386K0.1%+11.2%0.170%
2025: Crypto Opportunities You Can’t Afford to Miss (Ad)

Cryptocurrencies are once again gaining incredible momentum, and savvy investors are positioning themselves to capitalize on this surge in 2025. The question is—will you be among them? With groundbreaking advancements and increasing institutional adoption on the horizon, there's never been a better time to explore the potential gains in crypto. What’s Fueling the Crypto Comeback?

Get our comprehensive guide, Navigating the Future: Cryptos to Watch in 2025
1/16/2024Raymond James Financial Services Advisors Inc.13,653$732K0.0%-5.4%0.321%
1/16/2024Raymond James & Associates10,673$572K0.0%-9.9%0.251%
11/13/2023LPL Financial LLC132,823$6.25M0.0%-2.1%3.125%
11/13/2023Kestra Advisory Services LLC7,825$368K0.0%+3.0%0.184%
11/8/2023Atria Wealth Solutions Inc.63,312$2.98M0.0%+2.2%1.490%
11/8/2023Avantax Advisory Services Inc.183,838$8.66M0.1%-0.3%4.326%
11/4/2023NBC Securities Inc.2,270$106K0.0%N/A0.053%
11/3/2023Private Advisor Group LLC9,122$429K0.0%-4.6%0.215%
10/24/2023Cambridge Investment Research Advisors Inc.9,398$442K0.0%-8.7%0.221%
10/23/2023Commonwealth Equity Services LLC24,076$1.13M0.0%-1.2%0.566%
10/18/2023 Goldstein Advisors LLC41,210$1.94M0.4%-0.6%0.970%
10/18/2023Flagstar Advisors Inc.6,485$307K0.1%-16.5%0.153%
8/3/2023Atria Wealth Solutions Inc.61,945$3.08M0.0%+2.2%1.458%
8/2/2023Perigon Wealth Management LLC10,816$538K0.0%N/A0.254%
7/31/2023LPL Financial LLC135,692$6.75M0.0%+7.4%3.193%
7/27/2023Continuum Wealth Advisors LLC4,116$205K0.1%N/A0.097%
7/25/2023Raymond James Financial Services Advisors Inc.14,484$720K0.0%+57.3%0.341%
7/25/2023Raymond James & Associates11,672$580K0.0%+3.9%0.275%
7/21/2023 Goldstein Advisors LLC41,459$2.06M0.4%+2.3%0.976%
7/13/2023Cambridge Investment Research Advisors Inc.10,289$512K0.0%+5.1%0.242%
5/15/2023Gladstone Institutional Advisory LLC43,392$2.06M0.1%-2.9%1.009%
5/11/2023EverSource Wealth Advisors LLC574$27K0.0%N/A0.013%
5/10/2023Private Advisor Group LLC9,562$453K0.0%N/A0.222%
5/10/2023Flagstar Advisors Inc.7,829$371K0.1%-12.0%0.182%
5/10/2023LPL Financial LLC126,378$5.99M0.0%+39.2%2.939%
5/9/2023 Goldstein Advisors LLC40,534$1.92M0.4%-0.6%0.943%
5/3/2023Adams Wealth Management28,769$1.36M0.4%N/A0.669%
4/28/2023Avantax Advisory Services Inc.184,100$8.73M0.1%+0.3%4.281%
4/14/2023Raymond James & Associates11,236$533K0.0%-6.8%0.261%
2/13/2023Choreo LLC24,051$1.10M0.1%+1.0%0.559%
2/10/2023Ipsen Advisor Group LLC8,648$394K0.5%N/A0.201%
2/8/2023Raymond James Financial Services Advisors Inc.9,013$411K0.0%-2.9%0.210%
2/8/2023UBS Group AG66,408$3.03M0.0%+58.1%1.544%
2/8/2023Cambridge Investment Research Advisors Inc.9,916$452K0.0%+2.2%0.231%
2/8/2023Sanford Advisory Services LLC26,401$1.20M0.3%+13.3%0.614%
2/7/2023Commonwealth Equity Services LLC24,310$1.11M0.0%-11.6%0.565%
2/7/2023LPL Financial LLC90,779$4.14M0.0%+8.1%2.111%
2/3/2023 Goldstein Advisors LLC40,759$1.86M0.4%N/A0.948%
2/1/2023Gladstone Institutional Advisory LLC44,682$2.04M0.1%+11.6%1.039%
2/1/2023 Janney Montgomery Scott LLC4,745$216K0.0%N/A0.110%
1/31/2023Kestra Advisory Services LLC8,750$399K0.0%-9.6%0.203%
1/24/2023Sigma Planning Corp6,225$284K0.0%-3.9%0.145%
1/17/2023 PPS&V Asset Management Consultants Inc.5,901$269K0.3%N/A0.137%
(Data available from 1/1/2016 forward)

ISCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCB shares?

During the previous two years, 41 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap ETF. The most heavily invested institutionals were LPL Financial LLC ($6.25M), Susquehanna International Group LLP ($3.49M), Atria Wealth Solutions Inc. ($3.46M), UBS Group AG ($3.03M), Avantax Advisory Services Inc. ($2.61M), Mittelman Wealth Management ($2.56M), and Goldstein Advisors LLC ($2.48M).Learn more on ISCB's institutional investors.

Which institutional investors have been buying iShares Morningstar Small-Cap ETF stock?

Of the 38 institutional investors that purchased iShares Morningstar Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Adams Wealth Management ($70.69K), LPL Financial LLC ($51.69K), Mittelman Wealth Management ($45.45K), Goldstein Advisors LLC ($44.14K), UBS Group AG ($24.39K), Susquehanna International Group LLP ($15.71K), and Perigon Wealth Management LLC ($10.82K).

How much institutional buying is happening at iShares Morningstar Small-Cap ETF?

Institutional investors have bought a total of 365,979 shares in the last 24 months. This purchase volume represents approximately $18.63M in transactions.

Which iShares Morningstar Small-Cap ETF major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares Morningstar Small-Cap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Avantax Advisory Services Inc. ($143.03K), Commonwealth Equity Services LLC ($5.52K), Flagstar Advisors Inc. ($2.98K), LPL Financial LLC ($2.87K), Aptus Capital Advisors LLC ($2.74K), Gladstone Institutional Advisory LLC ($2.14K), and Raymond James & Associates ($1.99K).

How much institutional selling is happening at iShares Morningstar Small-Cap ETF?

Institutional investors have sold a total of 169,392 shares in the last 24 months. This volume of shares sold represents approximately $9.38M in transactions.


Related Companies

This page (NYSEARCA:ISCB) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
This coin could surge during Trump’s first week in office.
Juan has never had a losing trade on Bitcoin. And he booked gains of 312% on Chainlink … Now, he says one v...
Weiss Ratings | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored