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iShares Morningstar Small-Cap Value ETF (ISCV) Institutional Ownership

iShares Morningstar Small-Cap Value ETF logo
$54.57 +0.57 (+1.06%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$42.81M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$8.08M
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ISCV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Janney Montgomery Scott LLC14,569$864K0.0%-1.5%0.207%
4/17/2025 Pacific Sun Financial Corp10,199$605K0.3%-2.9%0.145%
4/16/2025 Steele Capital Management Inc.186,326$11.05M0.6%+0.1%2.643%
4/16/2025 Kelly Financial Group LLC6,644$394K0.1%N/A0.094%
4/15/2025 Ipsen Advisor Group LLC54,531$3.23M2.8%+0.9%0.773%
4/10/2025 Matrix Trust Co186,326$11.05M1.9%+0.1%2.662%
4/9/2025 Merit Financial Group LLC9,165$544K0.0%-20.0%0.131%
4/9/2025 NBC Securities Inc.4,725$280K0.0%+118,025.0%0.068%
3/17/2025 Wealth Enhancement Advisory Services LLC9,765$619K0.0%+8.5%0.139%
2/17/2025Stuart Chaussee & Associates Inc.800$51K0.0%N/A0.012%
2/17/2025Focus Partners Wealth58,197$3.69M0.0%N/A0.837%
2/17/2025EP Wealth Advisors LLC38,395$2.44M0.0%+11.4%0.552%
2/17/2025Cetera Investment Advisers41,557$2.64M0.0%+0.9%0.598%
2/17/2025Captrust Financial Advisors40,270$2.55M0.0%+23.5%0.579%
2/17/2025Bank of America Corp DE156,302$9.91M0.0%+0.5%2.249%
2/17/2025Ameriprise Financial Inc.38,566$2.45M0.0%+2.0%0.555%
2/14/2025Prosperity Consulting Group LLC46,664$2.96M0.2%-2.0%0.671%
2/14/2025IHT Wealth Management LLC27,059$1.72M0.1%-33.0%0.389%
2/14/2025Stifel Financial Corp3,691$234K0.0%N/A0.053%
2/13/2025Mariner LLC11,976$759K0.0%-26.6%0.172%
2/13/2025Envestnet Asset Management Inc.8,735$554K0.0%-7.7%0.126%
2/13/2025Wells Fargo & Company MN91,676$5.81M0.0%-9.0%1.319%
2/12/2025OLD Mission Capital LLC7,156$454K0.0%-62.0%0.103%
2/12/2025JPMorgan Chase & Co.42,750$2.71M0.0%+6.7%0.615%
2/12/2025 Ipsen Advisor Group LLC54,064$3.43M2.9%N/A0.778%
2/11/2025LPL Financial LLC133,240$8.45M0.0%+57.9%1.917%
2/10/2025Axxcess Wealth Management LLC4,812$305K0.0%N/A0.069%
2/10/2025Harbour Investments Inc.2,500$159K0.0%-7.4%0.036%
2/10/2025Commonwealth Equity Services LLC37,357$2.37M0.0%+11.7%0.538%
2/10/2025Avantax Advisory Services Inc.64,233$4.07M0.0%+1.3%0.924%
2/6/2025Raymond James Financial Inc.149,196$9.46M0.0%N/A2.147%
2/6/2025Unified Investment Management4,047$257K0.3%N/A0.058%
2/6/2025Jones Financial Companies Lllp4,901$311K0.0%+150.6%0.071%
2/4/2025Blackhawk Capital Partners LLC.8,028$509K0.3%N/A0.116%
2/4/2025Black Diamond Financial LLC11,441$725K0.1%+2.3%0.165%
2/4/2025MONECO Advisors LLC6,599$418K0.0%+7.3%0.095%
2/3/2025Transcend Capital Advisors LLC5,727$363K0.0%-2.8%0.082%
2/3/2025 Pacific Sun Financial Corp10,499$666K0.4%-4.2%0.151%
1/31/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,286$272K0.0%N/A0.062%
1/31/2025 Steele Capital Management Inc.186,096$11.80M0.6%-0.1%2.678%
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1/31/2025Key Financial Inc8,486$538K0.1%+24.3%0.122%
1/30/2025Principal Securities Inc.2,565$163K0.0%-20.1%0.037%
1/29/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,286$272K0.0%N/A0.062%
1/27/2025VAUGHAN & Co SECURITIES INC.260,523$16.52M10.0%-1.2%3.749%
1/24/2025Panoramic Investment Advisors LLC13,702$869K0.6%+1.7%0.197%
1/23/2025Abel Hall LLC3,316$210K0.1%N/A0.048%
1/22/2025Jim Saulnier & Associates LLC10,190$646K0.6%+26.2%0.147%
1/21/2025Rodgers & Associates LTD32,691$2.07M0.2%+1.3%0.470%
1/17/2025 Janney Montgomery Scott LLC14,791$938K0.0%+9.8%0.213%
1/15/2025 Merit Financial Group LLC11,452$726K0.0%-13.0%0.165%
1/14/2025Christopher J. Hasenberg Inc73,669$4.67M1.9%N/A1.060%
1/13/2025 Matrix Trust Co186,096$11.80M2.1%-0.1%2.678%
12/26/2024JPMorgan Chase & Co.40,071$2.54M0.0%+125.0%0.577%
11/15/2024EP Wealth Advisors LLC34,477$2.19M0.0%N/A0.496%
11/15/2024Jane Street Group LLC4,608$293K0.0%-9.6%0.066%
11/15/2024IHT Wealth Management LLC40,396$2.55M0.1%+69.6%0.581%
11/14/2024Captrust Financial Advisors32,615$2.07M0.0%-6.6%0.469%
11/13/2024FMR LLC3,992$253K0.0%-10.9%0.057%
11/13/2024D.A. Davidson & CO.17,132$1.09M0.0%+1.1%0.247%
11/12/2024Jim Saulnier & Associates LLC8,074$513K0.5%N/A0.116%
11/8/2024 Steele Capital Management Inc.186,308$11.90M0.6%-2.2%2.681%
11/4/2024Ashton Thomas Securities LLC3,650$232K0.0%+43.1%0.053%
10/29/2024 Janney Montgomery Scott LLC13,469$855K0.0%-4.7%0.194%
10/29/2024Key Financial Inc6,826$433K0.1%+5.2%0.098%
10/29/2024Sage Financial Group Inc.3,413$217K0.0%N/A0.049%
10/29/2024Chicago Partners Investment Group LLC49,798$3.14M0.1%-5.7%0.717%
10/29/2024 Farther Finance Advisors LLC1,440$91K0.0%N/A0.021%
10/24/2024Barrett & Company Inc.3,276$208K0.1%+5.9%0.047%
10/24/2024 Wealth Enhancement Advisory Services LLC9,000$571K0.0%-4.7%0.129%
10/22/2024Private Advisor Group LLC4,292$272K0.0%+13.6%0.062%
10/21/2024Rodgers & Associates LTD32,267$2.05M0.2%+2.1%0.464%
10/9/2024 Pacific Sun Financial Corp10,962$696K0.4%-7.2%0.158%
10/9/2024 Matrix Trust Co186,308$11.83M2.2%-2.2%2.681%
8/22/2024Cetera Investment Advisers39,291$2.28M0.0%-3.1%0.565%
8/16/2024Northwestern Mutual Wealth Management Co.83,248$4.82M0.0%-6.0%1.198%
8/13/2024Merriman Wealth Management LLC79,150$4.58M0.2%-4.3%1.139%
8/9/2024Black Diamond Financial LLC11,297$654K0.1%+3.8%0.163%
8/8/2024Prosperity Consulting Group LLC48,297$2.80M0.4%-3.1%0.695%
8/2/2024Jackson Creek Investment Advisors LLC4,710$273K0.1%-75.9%0.068%
7/31/2024Essex Financial Services Inc.6,004$348K0.0%+28.9%0.086%
7/31/2024Commonwealth Equity Services LLC33,703$1.95M0.0%-4.6%0.485%
7/31/2024VAUGHAN & Co SECURITIES INC.262,778$15.22M9.6%+3.2%3.781%
7/30/2024Key Financial Inc6,491$376K0.1%+243.1%0.093%
7/26/2024Cambridge Investment Research Advisors Inc.33,412$1.94M0.0%+0.6%0.481%
7/23/2024Concourse Financial Group Securities Inc.1,554$90K0.0%-13.0%0.022%
7/19/2024MONECO Advisors LLC6,150$356K0.1%-60.1%0.088%
7/19/2024 Pacific Sun Financial Corp11,812$684K0.4%-2.5%0.170%
7/16/2024 Steele Capital Management Inc.190,476$11.03M0.6%-0.6%2.741%
7/16/2024 Wealth Enhancement Advisory Services LLC9,447$547K0.0%+2.1%0.136%
7/11/2024Kohmann Bosshard Financial Services LLC19,506$1.13M0.2%-4.1%0.281%
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7/10/2024 Matrix Trust Co190,476$11.03M2.5%-0.2%2.741%
6/25/2024Sensible Money LLC5,512$337K0.2%+19.1%0.079%
5/24/2024Cetera Advisors LLC18,151$1.11M0.0%-8.2%0.261%
5/24/2024Cetera Investment Advisers40,537$2.48M0.0%+148.5%0.583%
5/21/2024LRI Investments LLC18,321$1.12M0.2%N/A0.264%
5/17/2024Comerica Bank17,743$1.09M0.0%+2.7%0.255%
5/15/2024LRI Investments LLC18,321$1.10M0.1%N/A0.264%
5/10/2024Rodgers & Associates LTD32,810$2.01M0.3%+4.1%0.469%
5/8/2024Avantax Advisory Services Inc.61,874$3.79M0.0%-12.7%0.884%
5/4/2024Geneos Wealth Management Inc.3,658$224K0.0%-9.9%0.052%
(Data available from 1/1/2016 forward)

ISCV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISCV shares?

During the previous two years, 94 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were VAUGHAN & Co SECURITIES INC. ($16.52M), Steele Capital Management Inc. ($11.05M), Matrix Trust Co ($11.05M), Bank of America Corp DE ($9.91M), Raymond James Financial Inc. ($9.46M), LPL Financial LLC ($8.45M), and Raymond James Financial Services Advisors Inc. ($7.29M).Learn more on ISCV's institutional investors.

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

Of the 71 institutional investors that purchased iShares Morningstar Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Steele Capital Management Inc. ($195.65K), Raymond James Financial Inc. ($149.20K), Christopher J. Hasenberg Inc ($73.67K), Focus Partners Wealth ($58.20K), Ipsen Advisor Group LLC ($54.53K), VAUGHAN & Co SECURITIES INC. ($52.47K), and LPL Financial LLC ($51.08K).

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

Institutional investors have bought a total of 1,105,044 shares in the last 24 months. This purchase volume represents approximately $66.89M in transactions.

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

Of the 54 institutional investors that sold iShares Morningstar Small-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($31.13K), Merriman Wealth Management LLC ($22.01K), Raymond James Financial Services Advisors Inc. ($18.44K), Jackson Creek Investment Advisors LLC ($14.87K), IHT Wealth Management LLC ($13.34K), Tower Research Capital LLC TRC ($13.23K), and MONECO Advisors LLC ($12.78K).

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

Institutional investors have sold a total of 265,770 shares in the last 24 months. This volume of shares sold represents approximately $15.52M in transactions.


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This page (NYSEARCA:ISCV) was last updated on 4/19/2025 by MarketBeat.com Staff
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