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

iShares Morningstar Small-Cap Growth ETF logo
$42.61 +0.34 (+0.80%)
Closing price 04/17/2025 04:10 PM Eastern
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$42.52 -0.09 (-0.21%)
As of 04/17/2025 04:10 PM Eastern
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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)
67
Total
Institutional Inflows
(last 12 months)
$81.77M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$10.53M
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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
4/16/2025 Opal Wealth Advisors LLC3,146$142K0.0%N/A0.022%
4/16/2025 IAG Wealth Partners LLC74,902$3.37M0.5%+5.0%0.522%
4/16/2025 Steele Capital Management Inc.165,300$7.45M0.4%-0.3%1.152%
4/15/2025 Ipsen Advisor Group LLC108,898$4.91M4.2%+1.8%0.759%
4/14/2025 Farther Finance Advisors LLC4,916$222K0.0%+70,128.6%0.034%
4/10/2025 Matrix Trust Co165,300$7.45M1.3%-0.3%1.140%
4/9/2025 Merit Financial Group LLC4,939$222K0.0%-32.1%0.034%
3/17/2025 Wealth Enhancement Advisory Services LLC4,112$203K0.0%-5.7%0.031%
2/17/2025Focus Partners Wealth452,482$22.38M0.1%+1.8%3.724%
2/17/2025Cetera Investment Advisers31,145$1.54M0.0%+11.0%0.256%
2/17/2025Captrust Financial Advisors5,649$279K0.0%+6.3%0.046%
2/17/2025Bank of America Corp DE412,775$20.42M0.0%+6.4%3.397%
2/17/2025Benjamin Edwards Inc.4,808$238K0.0%N/A0.040%
2/17/2025Ameriprise Financial Inc.108,275$5.36M0.0%+22.3%0.891%
2/14/2025Gallagher Fiduciary Advisors LLC281,596$13.93M2.7%-11.8%2.318%
2/14/2025Jane Street Group LLC10,972$543K0.0%N/A0.090%
2/14/2025Lido Advisors LLC11,041$546K0.0%N/A0.091%
2/14/2025MML Investors Services LLC81,479$4.03M0.0%-0.8%0.671%
2/13/2025NewEdge Advisors LLC18,673$924K0.0%+146.0%0.154%
2/13/2025CreativeOne Wealth LLC12,726$629K0.0%-3.2%0.105%
2/13/2025Mariner LLC60,289$2.98M0.0%+0.5%0.496%
2/13/2025Raymond James Financial Inc.115,954$5.74M0.0%N/A0.954%
2/13/2025Advisory Services Network LLC4,251$210K0.0%N/A0.035%
2/13/2025Envestnet Asset Management Inc.33,202$1.64M0.0%-0.8%0.273%
2/13/2025Perennial Investment Advisors LLC19,870$983K0.1%+7.5%0.164%
2/13/2025Wells Fargo & Company MN165,142$8.17M0.0%-1.9%1.359%
2/12/2025Physician Wealth Advisors Inc.985$49K0.0%N/A0.008%
2/12/2025JPMorgan Chase & Co.1,087,416$53.78M0.0%+0.3%8.950%
2/12/2025 Ipsen Advisor Group LLC107,024$5.29M4.5%N/A0.881%
2/11/2025LPL Financial LLC388,941$19.24M0.0%+9.6%3.201%
2/11/2025Millstone Evans Group LLC750$37K0.0%N/A0.006%
2/11/2025TD Private Client Wealth LLC16,509$817K0.0%+13.1%0.136%
2/10/2025Creative Financial Designs Inc. ADV26,833$1.33M0.1%+356.0%0.221%
2/10/2025Harbour Investments Inc.3,185$158K0.0%+40.3%0.026%
2/10/2025Corient Private Wealth LLC12,431$615K0.0%-39.6%0.102%
2/10/2025Montis Financial LLC6,405$317K0.1%N/A0.053%
2/10/2025Commonwealth Equity Services LLC78,135$3.87M0.0%+1.1%0.643%
2/10/2025Avantax Advisory Services Inc.394,518$19.51M0.1%+4.3%3.247%
2/7/2025HighTower Advisors LLC44,442$2.20M0.0%+0.8%0.366%
2/7/2025Beam Wealth Advisors Inc.29,978$1.48M0.5%+2.7%0.247%
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2/6/2025Raymond James Financial Inc.115,954$5.74M0.0%N/A0.954%
2/6/2025Atria Investments Inc279,454$13.82M0.2%-12.0%2.300%
2/6/2025Synergy Investment Management LLC1,416$70K0.0%N/A0.012%
2/6/2025Jones Financial Companies Lllp4,072$201K0.0%+34.3%0.034%
2/5/2025Veridan Wealth LLC26,652$1.36M0.6%N/A0.219%
2/4/2025Synergy Financial Group LTD7,192$356K0.3%N/A0.059%
2/4/2025Black Diamond Financial LLC150,248$7.43M1.1%+5.5%1.237%
2/3/2025Private Advisor Group LLC21,653$1.07M0.0%+2.5%0.178%
1/31/2025Global Retirement Partners LLC12,333$610K0.0%-5.5%0.102%
1/31/2025 Steele Capital Management Inc.165,751$8.20M0.4%-0.4%1.364%
1/31/2025Key Financial Inc14,996$742K0.2%+11.9%0.123%
1/31/2025Atria Wealth Solutions Inc.7,236$358K0.0%N/A0.060%
1/30/2025Valmark Advisers Inc.7,982$395K0.0%-51.1%0.066%
1/30/2025Principal Securities Inc.8,923$441K0.0%+36.9%0.073%
1/29/2025Savant Capital LLC6,228$308K0.0%-50.0%0.051%
1/28/2025Gilliland Jeter Wealth Management LLC9,978$494K0.2%+7.8%0.082%
1/23/2025NorthStar Asset Management LLC NJ80,954$4.00M1.2%+4.2%0.666%
1/22/2025Jim Saulnier & Associates LLC5,112$253K0.2%N/A0.042%
1/21/2025Smith Chas P & Associates PA Cpas9,394$465K0.0%-6.0%0.077%
1/21/2025Flagship Harbor Advisors LLC29,170$1.44M0.1%+11.4%0.240%
1/17/2025Avior Wealth Management LLC11,704$579K0.0%-8.3%0.096%
1/17/2025Phoenix Wealth Advisors35,236$1.74M0.8%+20.6%0.290%
1/15/2025Shelton Wealth Management LLC23,543$1.16M0.6%-9.2%0.194%
1/15/2025 Merit Financial Group LLC7,270$360K0.0%-50.6%0.060%
1/15/2025Certified Advisory Corp74,474$3.68M0.4%+7.4%0.613%
1/14/2025 Park Avenue Securities LLC4,752$235K0.0%N/A0.039%
1/14/2025 Breakwater Capital Group8,214$406K0.1%-5.1%0.068%
1/13/2025 City Center Advisors LLC12,448$616K0.7%-6.5%0.102%
1/13/2025 Matrix Trust Co165,751$8.20M1.4%-0.4%1.364%
12/26/2024JPMorgan Chase & Co.1,084,465$53.10M0.0%+162.7%8.926%
12/13/2024B. Riley Wealth Advisors Inc.4,373$213K0.0%N/A0.036%
11/18/2024TD Private Client Wealth LLC14,600$715K0.0%+2.2%0.120%
11/18/2024Asset Allocation Strategies LLC26,993$1.32M0.4%-29.0%0.222%
11/15/2024MML Investors Services LLC82,156$4.02M0.0%-10.4%0.676%
11/15/2024Stifel Financial Corp16,635$814K0.0%-28.5%0.137%
11/15/2024HighTower Advisors LLC44,107$2.16M0.0%-0.6%0.363%
11/14/2024Captrust Financial Advisors5,314$260K0.0%-11.8%0.044%
11/14/2024CreativeOne Wealth LLC13,142$643K0.0%+7.5%0.108%
11/13/2024FMR LLC5,868$287K0.0%+30.4%0.048%
11/12/2024Certified Advisory Corp69,322$3.39M0.4%+3.5%0.571%
11/12/2024 Flagstar Advisors Inc.4,807$235K0.1%-4.2%0.040%
11/9/2024Creekside Partners21,826$1.07M0.6%-2.6%0.180%
11/8/2024 Steele Capital Management Inc.166,476$8.17M0.4%+15.4%1.370%
11/8/2024Avior Wealth Management LLC12,764$625K0.0%-7.2%0.105%
11/8/2024Prospera Financial Services Inc4,318$211K0.0%N/A0.036%
11/6/2024Black Diamond Financial LLC142,464$6.99M1.2%+40.0%1.173%
11/4/2024Beam Wealth Advisors Inc.29,194$1.43M0.4%+3.1%0.240%
11/1/2024Atria Investments Inc317,716$15.56M0.2%+2.2%2.615%
11/1/2024Aspire Wealth Management Corp4,880$239K0.1%-13.2%0.040%
10/29/2024Opes Wealth Management LLC104,440$5.11M1.0%+0.8%0.860%
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10/29/2024 IAG Wealth Partners LLC71,515$3.50M0.6%+2.8%0.589%
10/29/2024Key Financial Inc13,403$656K0.1%+4.3%0.110%
10/28/2024Creative Financial Designs Inc. ADV5,885$288K0.0%-69.7%0.048%
10/25/2024Valmark Advisers Inc.16,310$799K0.0%N/A0.134%
10/24/2024 Wealth Enhancement Advisory Services LLC4,359$213K0.0%N/A0.036%
10/22/2024Private Advisor Group LLC21,121$1.03M0.0%+6.9%0.174%
10/21/2024Rodgers & Associates LTD30,900$1.51M0.2%-5.2%0.254%
10/21/2024Courage Miller Partners LLC14,533$712K0.2%-5.6%0.120%
10/21/2024Gilliland Jeter Wealth Management LLC9,260$453K0.1%+408.5%0.076%
10/16/2024Global Retirement Partners LLC13,057$639K0.0%-25.2%0.107%
(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, 114 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($53.78M), Focus Partners Wealth ($22.38M), Bank of America Corp DE ($20.42M), Avantax Advisory Services Inc. ($19.51M), LPL Financial LLC ($19.24M), Northwestern Mutual Wealth Management Co. ($19.08M), and Gallagher Fiduciary Advisors LLC ($13.93M).Learn more on ISCG's institutional investors.

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

Of the 96 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: JPMorgan Chase & Co. ($674.59K), Gallagher Fiduciary Advisors LLC ($363.78K), Raymond James Financial Inc. ($231.91K), Steele Capital Management Inc. ($172.20K), Ipsen Advisor Group LLC ($108.90K), LRI Investments LLC ($98.30K), and Black Diamond Financial LLC ($84.08K).

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

Institutional investors have bought a total of 3,064,246 shares in the last 24 months. This purchase volume represents approximately $139.17M in transactions.

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

Of the 52 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: Gallagher Fiduciary Advisors LLC ($63.79K), Creative Financial Designs Inc. ADV ($39.30K), Atria Investments Inc ($38.26K), Asset Allocation Strategies LLC ($26.11K), Breakwater Capital Group ($17.09K), Avior Wealth Management LLC ($16.21K), and Certified Advisory Corp ($12.41K).

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

Institutional investors have sold a total of 420,513 shares in the last 24 months. This volume of shares sold represents approximately $18.85M in transactions.


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This page (NYSEARCA:ISCG) was last updated on 4/20/2025 by MarketBeat.com Staff
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