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iShares Morningstar Small-Cap ETF (ISCB) Institutional Ownership

iShares Morningstar Small-Cap ETF logo
$58.27
+0.08 (+0.14%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap ETF (NYSEARCA:ISCB)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$7.93M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$8.68M
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ISCB Institutional Buying and Selling by Quarter

iShares Morningstar Small-Cap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/29/2024 Key Financial Inc617$36K0.0%+75.3%0.015%
10/28/2024 Gladstone Institutional Advisory LLC39,540$2.32M0.1%-2.1%0.989%
10/25/2024 Strategic 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%
7/20/2024Brand Asset Management Group Inc.30,585$1.65M0.7%-3.7%0.765%
5/20/2024 Adams 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%
4/22/2024 Strategic Financial Planning Inc.3,580$201K0.2%N/A0.088%
4/16/2024 Trifecta 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%
2/9/2024 Gladstone 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%
2/6/2024 Private Advisor Group LLC8,683$465K0.0%-4.8%0.204%
2/6/2024Merit 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%
1/22/2024Brand 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%
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%
11/4/2023 NBC Securities Inc.2,270$106K0.0%N/A0.053%
11/3/2023 Private Advisor Group LLC9,122$429K0.0%-4.6%0.215%
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10/24/2023 Cambridge 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%
8/2/2023 Perigon 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%
7/13/2023 Cambridge Investment Research Advisors Inc.10,289$512K0.0%+5.1%0.242%
5/15/2023 Gladstone Institutional Advisory LLC43,392$2.06M0.1%-2.9%1.009%
5/11/2023EverSource Wealth Advisors LLC574$27K0.0%N/A0.013%
5/10/2023 Private 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%
5/3/2023 Adams 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%
2/8/2023 Cambridge 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%
2/1/2023 Gladstone 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, 37 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 ($2.45M).Learn more on ISCB's institutional investors.

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

Of the 35 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 ($43.56K), 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 350,540 shares in the last 24 months. This purchase volume represents approximately $17.65M in transactions.

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

Of the 15 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), Gladstone Institutional Advisory LLC ($2.14K), Raymond James & Associates ($1.99K), and Goldstein Advisors LLC ($1.57K).

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

Institutional investors have sold a total of 165,936 shares in the last 24 months. This volume of shares sold represents approximately $9.18M in transactions.


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This page (NYSEARCA:ISCB) was last updated on 11/2/2024 by MarketBeat.com Staff
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