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iShares Morningstar Small-Cap Growth ETF (ISCG) Institutional Ownership

iShares Morningstar Small-Cap Growth ETF logo
$49.03
+0.24 (+0.49%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$39.99M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$6.36M
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ISCG Institutional Buying and Selling by Quarter

iShares Morningstar Small-Cap Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Atria Investments Inc317,716$15.56M0.2%+2.2%2.615%
11/1/2024 Aspire Wealth Management Corp4,880$239K0.1%-13.2%0.040%
10/29/2024 Opes Wealth Management LLC104,440$5.11M1.0%+0.8%0.860%
10/29/2024 IAG Wealth Partners LLC71,515$3.50M0.6%+2.8%0.589%
10/29/2024 Key Financial Inc13,403$656K0.1%+4.3%0.110%
10/28/2024 Creative Financial Designs Inc. ADV5,885$288K0.0%-69.7%0.048%
10/25/2024 Valmark Advisers Inc.16,310$799K0.0%N/A0.134%
10/24/2024 Wealth Enhancement Advisory Services LLC4,359$213K0.0%N/A0.036%
10/22/2024 Private Advisor Group LLC21,121$1.03M0.0%+6.9%0.174%
10/21/2024 Rodgers & Associates LTD30,900$1.51M0.2%-5.2%0.254%
10/21/2024 Courage Miller Partners LLC14,533$712K0.2%-5.6%0.120%
10/21/2024 Gilliland Jeter Wealth Management LLC9,260$453K0.1%+408.5%0.076%
10/16/2024 Global Retirement Partners LLC13,057$639K0.0%-25.2%0.107%
10/11/2024 Creative Planning12,092$592K0.0%-13.7%0.100%
10/9/2024 Matrix Trust Co166,476$8.15M1.5%+15.4%1.370%
10/8/2024 CWM LLC165,809$8.12M0.0%+5.1%1.365%
8/30/2024Creekside Partners22,409$1.02M0.6%N/A0.184%
8/22/2024Cetera Investment Advisers24,297$1.11M0.0%-22.4%0.200%
8/16/2024Northwestern Mutual Wealth Management Co.419,427$19.08M0.0%+0.6%3.452%
8/14/2024Certified Advisory Corp66,967$3.05M0.4%+4.9%0.551%
8/9/2024Black Diamond Financial LLC101,735$4.63M0.9%+19.9%0.837%
8/7/2024Beam Wealth Advisors Inc.28,306$1.29M0.4%+6.9%0.233%
8/6/2024 Opes Wealth Management LLC103,607$4.71M1.0%-1.4%0.853%
8/5/2024 Private Advisor Group LLC19,755$898K0.0%+6.1%0.163%
8/2/2024Archer Investment Corp1,516$69K0.0%+38.8%0.012%
8/2/2024Tortoise Investment Management LLC2,922$133K0.0%N/A0.024%
7/31/2024Commonwealth Equity Services LLC76,033$3.46M0.0%-5.0%0.626%
7/31/2024 VAUGHAN & Co SECURITIES INC.25,036$1.14M0.7%-1.0%0.206%
7/30/2024 TFB Advisors LLC5,016$228K0.1%-10.5%0.041%
7/30/2024 Key Financial Inc12,854$585K0.1%+99.3%0.106%
7/29/2024 Smith Chas P & Associates PA Cpas10,109$460K0.0%-5.4%0.083%
7/26/2024 Breakwater Capital Group7,703$350K0.1%-4.5%0.063%
7/26/2024Members Advisory Group LLC68,029$3.10M1.7%+11.0%0.560%
7/26/2024 Cambridge Investment Research Advisors Inc.29,733$1.35M0.0%+30.5%0.245%
7/24/2024LRI Investments LLC48,567$2.21M0.3%-1.2%0.400%
7/24/2024 Gilliland Jeter Wealth Management LLC1,821$83K0.0%N/A0.015%
7/23/2024 Shelton Wealth Management LLC28,763$1.31M0.7%-11.8%0.237%
7/22/2024Atria Wealth Solutions Inc.72,524$3.30M0.0%+9.9%0.597%
7/19/2024Raymond James & Associates38,049$1.73M0.0%-1.3%0.313%
7/17/2024Phoenix Wealth Advisors25,182$1.15M0.6%+24.0%0.207%
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7/17/2024 IAG Wealth Partners LLC69,581$3.17M0.6%+6.2%0.573%
7/16/2024Steele Capital Management Inc.144,315$6.56M0.4%-1.1%1.188%
7/12/2024 Opal Wealth Advisors LLC3,146$143K0.0%N/A0.026%
7/10/2024 Matrix Trust Co144,315$6.56M1.5%-0.9%1.188%
7/10/2024 CWM LLC157,831$7.18M0.0%+6.0%1.299%
5/24/2024Cetera Advisors LLC10,381$483K0.0%+63.6%0.085%
5/21/2024Atria Investments Inc329,952$15.37M0.2%+0.8%2.716%
5/21/2024LRI Investments LLC49,151$2.29M0.3%N/A0.405%
5/15/2024LRI Investments LLC49,151$2.24M0.3%N/A0.405%
5/14/2024CreativeOne Wealth LLC10,672$497K0.0%-2.2%0.088%
5/8/2024Avantax Advisory Services Inc.316,843$14.76M0.1%-3.7%2.597%
5/6/2024Mittelman Wealth Management15,016$699K0.5%N/A0.123%
5/3/2024 TFB Advisors LLC5,605$245K0.1%N/A0.046%
4/30/2024 Concord Wealth Partners1,396$65K0.0%N/A0.011%
4/29/2024Commonwealth Equity Services LLC80,028$3.73M0.0%-2.9%0.656%
4/27/2024Phoenix Wealth Advisors20,309$946K0.6%+29.3%0.166%
4/27/2024Members Advisory Group LLC61,267$2.85M1.6%+3.1%0.502%
4/25/2024 IAG Wealth Partners LLC65,532$3.05M0.7%+4.7%0.537%
4/23/2024 Global Retirement Partners LLC26,796$1.25M0.0%-6.5%0.223%
4/23/2024Raymond James Financial Services Advisors Inc.81,603$3.80M0.0%-3.9%0.680%
4/18/2024Steele Capital Management Inc.145,882$6.79M0.4%-2.8%1.216%
4/15/2024Flagstar Advisors Inc.5,366$250K0.1%-12.3%0.045%
4/10/2024LexAurum Advisors LLC4,431$206K0.1%-9.1%0.037%
4/5/2024 CWM LLC148,948$6.94M0.1%+4.6%1.585%
2/17/2024 Madison Wealth Partners Inc7,749$341K0.1%+5.6%0.082%
2/15/2024Gallagher Fiduciary Advisors LLC337,504$14.85M0.5%+8.3%3.590%
2/14/2024Visionary Wealth Advisors17,291$761K0.1%-33.0%0.184%
2/14/2024Asset Allocation Strategies LLC38,424$1.69M0.7%+19.7%0.409%
2/9/2024Members Advisory Group LLC59,435$2.62M1.5%N/A0.632%
2/9/2024Certified Advisory Corp61,961$2.73M0.4%-16.7%0.659%
2/9/2024Corient Private Wealth LLC28,873$1.27M0.0%+73.0%0.307%
2/9/2024Wells Fargo & Company MN224,259$9.87M0.0%+20.7%2.386%
2/7/2024Avantax Advisory Services Inc.328,885$14.47M0.1%+8.1%3.499%
2/7/2024 Principal Securities Inc.2,866$126K0.0%N/A0.030%
2/6/2024 Private Advisor Group LLC18,527$815K0.0%+13.2%0.197%
2/6/2024 GUNN & Co INVESTMENT MANAGEMENT INC.10,854$478K0.0%N/A0.115%
2/6/2024Merit Financial Group LLC21,052$926K0.0%N/A0.224%
2/6/2024 Summit Global Investments12,787$563K0.0%N/A0.136%
2/5/2024Steele Capital Management Inc.150,035$6.60M0.4%N/A1.596%
2/5/2024 Matrix Trust Co149,754$6.59M1.5%+0.2%1.593%
2/2/2024 IAG Wealth Partners LLC62,604$2.76M0.6%N/A0.666%
2/2/2024 Rodgers & Associates LTD32,646$1.44M0.2%+1.5%0.347%
2/1/2024 CWM LLC142,427$6.27M0.0%+2.5%1.515%
1/31/2024 Opes Wealth Management LLC107,454$4.73M1.1%+1.0%1.143%
1/31/2024Archer Investment Corp1,092$48K0.0%+114.1%0.012%
1/31/2024Beam Wealth Advisors Inc.26,428$1.16M0.7%+8.1%0.281%
1/30/2024Phoenix Wealth Advisors15,707$682K0.5%+60.4%0.167%
1/30/2024Avior Wealth Management LLC19,100$840K0.1%-21.6%0.203%
1/24/2024 Arkadios Wealth Advisors4,746$209K0.0%-10.7%0.050%
1/24/2024 International Assets Investment Management LLC4,312$190K0.0%N/A0.046%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
1/24/2024 Tempus Wealth Planning LLC32,940$1.45M0.6%N/A0.350%
1/24/2024 Breakwater Capital Group8,232$357K0.1%-29.9%0.088%
1/23/2024 Towerpoint Wealth LLC4,993$220K0.1%N/A0.053%
1/22/2024 Clarus Wealth Advisors30,816$1.30M0.8%N/A0.328%
1/19/2024 Courage Miller Partners LLC15,592$686K0.3%-13.9%0.166%
1/18/2024 Global Retirement Partners LLC28,659$1.22M0.1%-3.6%0.305%
1/16/2024Raymond James Financial Services Advisors Inc.84,944$3.74M0.0%+7.3%0.904%
1/11/2024LexAurum Advisors LLC4,874$214K0.1%-62.4%0.052%
1/10/2024 Creative Financial Designs Inc. ADV91,178$4.01M0.4%+9.0%0.970%
11/17/2023Asset Allocation Strategies LLC32,092$1.24M0.6%+8.1%0.341%
(Data available from 1/1/2016 forward)

ISCG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCG shares?

During the previous two years, 99 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Growth ETF. The most heavily invested institutionals were Bank of America Corp DE ($53.99M), Northwestern Mutual Wealth Management Co. ($19.08M), Atria Investments Inc ($15.56M), Gallagher Fiduciary Advisors LLC ($14.85M), Avantax Advisory Services Inc. ($14.76M), Gallagher Benefit Services Inc. ($12.37M), and Wells Fargo & Company MN ($9.87M).Learn more on ISCG's institutional investors.

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

Of the 80 institutional investors that purchased iShares Morningstar Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Gallagher Fiduciary Advisors LLC ($363.78K), Gallagher Benefit Services Inc. ($343.10K), Bank of America Corp DE ($163.80K), Steele Capital Management Inc. ($150.04K), LRI Investments LLC ($98.30K), CWM LLC ($91.51K), and Ipsen Advisor Group LLC ($85.77K).

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

Institutional investors have bought a total of 2,693,439 shares in the last 24 months. This purchase volume represents approximately $107.78M in transactions.

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

Of the 46 institutional investors that sold iShares Morningstar Small-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($47.19K), Creative Financial Designs Inc. ADV ($39.30K), Shelton Wealth Management LLC ($30.77K), Integrity Financial Corp WA ($27K), Gallagher Fiduciary Advisors LLC ($26.27K), Commonwealth Equity Services LLC ($17.16K), and Visionary Wealth Advisors ($16.72K).

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

Institutional investors have sold a total of 431,783 shares in the last 24 months. This volume of shares sold represents approximately $17.21M in transactions.


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