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

iShares Morningstar Small-Cap Value ETF logo
$63.15 +0.62 (+0.99%)
(As of 12/20/2024 04:33 PM ET)
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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)
34
Total
Institutional Inflows
(last 12 months)
$28.10M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$8.31M
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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
11/15/2024 EP Wealth Advisors LLC34,477$2.19M0.0%N/A0.496%
11/15/2024 Jane Street Group LLC4,608$293K0.0%-9.6%0.066%
11/15/2024 IHT Wealth Management LLC40,396$2.55M0.1%+69.6%0.581%
11/14/2024 Captrust Financial Advisors32,615$2.07M0.0%-6.6%0.469%
11/13/2024 FMR LLC3,992$253K0.0%-10.9%0.057%
11/13/2024 D.A. Davidson & CO.17,132$1.09M0.0%+1.1%0.247%
11/12/2024 Jim 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%
11/4/2024 Ashton Thomas Securities LLC3,650$232K0.0%+43.1%0.053%
10/29/2024 Janney Montgomery Scott LLC13,469$855K0.0%-4.7%0.194%
10/29/2024 Key Financial Inc6,826$433K0.1%+5.2%0.098%
10/29/2024 Sage Financial Group Inc.3,413$217K0.0%N/A0.049%
10/29/2024 Chicago 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%
10/24/2024 Barrett & 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%
10/22/2024 Private Advisor Group LLC4,292$272K0.0%+13.6%0.062%
10/21/2024 Rodgers & 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%
8/22/2024 Cetera Investment Advisers39,291$2.28M0.0%-3.1%0.565%
8/16/2024 Northwestern Mutual Wealth Management Co.83,248$4.82M0.0%-6.0%1.198%
8/13/2024 Merriman Wealth Management LLC79,150$4.58M0.2%-4.3%1.139%
8/9/2024 Black Diamond Financial LLC11,297$654K0.1%+3.8%0.163%
8/8/2024 Prosperity Consulting Group LLC48,297$2.80M0.4%-3.1%0.695%
8/2/2024 Jackson Creek Investment Advisors LLC4,710$273K0.1%-75.9%0.068%
7/31/2024 Essex 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%
7/31/2024 VAUGHAN & Co SECURITIES INC.262,778$15.22M9.6%+3.2%3.781%
7/30/2024 Key Financial Inc6,491$376K0.1%+243.1%0.093%
7/26/2024 Cambridge Investment Research Advisors Inc.33,412$1.94M0.0%+0.6%0.481%
7/23/2024 Concourse Financial Group Securities Inc.1,554$90K0.0%-13.0%0.022%
7/19/2024 MONECO 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%
7/10/2024 Matrix Trust Co190,476$11.03M2.5%-0.2%2.741%
6/25/2024 Sensible Money LLC5,512$337K0.2%+19.1%0.079%
5/24/2024Cetera Advisors LLC18,151$1.11M0.0%-8.2%0.261%
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5/24/2024 Cetera Investment Advisers40,537$2.48M0.0%+148.5%0.583%
5/21/2024 LRI Investments LLC18,321$1.12M0.2%N/A0.264%
5/17/2024 Comerica Bank17,743$1.09M0.0%+2.7%0.255%
5/15/2024 LRI Investments LLC18,321$1.10M0.1%N/A0.264%
5/10/2024 Rodgers & Associates LTD32,810$2.01M0.3%+4.1%0.469%
5/8/2024 Avantax Advisory Services Inc.61,874$3.79M0.0%-12.7%0.884%
5/4/2024 Geneos Wealth Management Inc.3,658$224K0.0%-9.9%0.052%
5/1/2024 Janney Montgomery Scott LLC14,473$886K0.0%-2.8%0.207%
5/1/2024 VAUGHAN & Co SECURITIES INC.254,668$15.59M9.9%+1.3%3.638%
5/1/2024 Concourse Financial Group Securities Inc.1,787$109K0.0%-11.9%0.026%
5/1/2024 Prosperity Consulting Group LLC49,847$3.05M0.4%N/A0.712%
4/26/2024 MONECO Advisors LLC15,429$944K0.2%-1.6%0.220%
4/25/2024 Cambridge Investment Research Advisors Inc.33,224$2.03M0.0%-4.0%0.475%
4/23/2024Raymond James Financial Services Advisors Inc.119,056$7.29M0.0%-9.2%1.701%
4/18/2024 Panoramic Investment Advisors LLC13,341$816K0.6%-1.3%0.191%
4/18/2024 Steele Capital Management Inc.191,576$11.72M0.7%-2.0%2.737%
4/15/2024 Sunbelt Securities Inc.1,075$66K0.0%+147.7%0.015%
4/12/2024 Harbor Investment Advisory LLC759$46K0.0%-34.3%0.011%
2/17/2024 Madison Wealth Partners Inc5,532$328K0.1%+6.0%0.078%
2/15/2024 Comerica Bank17,283$1.02M0.0%-3.0%0.243%
2/13/2024 Tower Research Capital LLC TRC683$40K0.0%-95.1%0.010%
2/9/2024 Cambridge Investment Research Advisors Inc.34,610$2.05M0.0%+4.9%0.487%
2/9/2024 Corient Private Wealth LLC21,919$1.30M0.0%+1.6%0.309%
2/9/2024 Wells Fargo & Company MN116,846$6.92M0.0%-15.9%1.646%
2/8/2024 Janney Montgomery Scott LLC14,888$882K0.0%-6.9%0.210%
2/8/2024 MB Generational Wealth LLC23,415$1.39M1.3%N/A0.330%
2/8/2024 Pacific Sun Financial Corp12,112$717K0.5%-2.7%0.171%
2/7/2024 Avantax Advisory Services Inc.70,907$4.20M0.0%+5.6%0.999%
2/7/2024 NBC Securities Inc.4,669$276K0.0%-13.2%0.066%
2/7/2024 Principal Securities Inc.500$30K0.0%N/A0.007%
2/7/2024 Concourse Financial Group Securities Inc.2,029$120K0.0%-46.7%0.029%
2/6/2024 Lincoln National Corp6,026$357K0.0%-21.7%0.085%
2/6/2024Merit Financial Group LLC17,350$1.03M0.0%+115.5%0.244%
2/6/2024 Essex Financial Services Inc.4,657$276K0.0%N/A0.066%
2/5/2024 Jackson Creek Investment Advisors LLC22,512$1.33M0.5%+4.8%0.317%
2/5/2024 Steele Capital Management Inc.195,420$11.57M0.8%N/A2.752%
2/5/2024 Transcend Capital Advisors LLC5,913$350K0.0%+39.4%0.083%
2/5/2024 Matrix Trust Co194,223$11.50M2.7%+0.6%2.736%
2/2/2024 Rodgers & Associates LTD31,519$1.87M0.3%+0.8%0.444%
1/26/2024 Harbor Investment Advisory LLC1,155$68K0.0%N/A0.016%
1/26/2024 VAUGHAN & Co SECURITIES INC.251,515$14.89M10.0%+4.4%3.542%
1/24/2024 Barrett & Company Inc.3,093$183K0.1%-27.1%0.044%
1/23/2024 Panoramic Investment Advisors LLC13,523$801K0.7%-5.5%0.190%
1/19/2024 Courage Miller Partners LLC10,536$624K0.2%-10.4%0.148%
1/18/2024 Sage Financial Group Inc.3,413$202K0.0%N/A0.048%
1/16/2024Raymond James Financial Services Advisors Inc.131,184$7.77M0.0%-2.5%1.848%
1/11/2024 Dynamic Advisor Solutions LLC8,817$507K0.0%N/A0.124%
1/10/2024Dfpg Investments LLC4,621$266K0.0%-4.5%0.065%
1/3/2024EisnerAmper Wealth Management Corporate Benefits LLC51,460$3.05M1.1%-7.7%0.725%
12/6/2023 Citigroup Inc.5,683$294K0.0%+37.0%0.080%
2025 could be “worse than the dot-com bust”, says man who predicted 2008 banking crisis (Ad)

Dan is sharing his latest work with the public. Because what he's tracking right now, he says, is too serious to keep private.

Click here to see Dan's full warning to the public.
11/16/2023 Panoramic Investment Advisors LLC14,304$741K0.7%N/A0.201%
11/14/2023 Tower Research Capital LLC TRC13,912$720K0.0%+18.5%0.196%
11/13/2023 Mariner LLC12,457$645K0.0%+3.7%0.175%
11/13/2023 LPL Financial LLC89,454$4.63M0.0%+1.3%1.260%
11/13/2023 Kestra Advisory Services LLC32,030$1.66M0.0%+5.2%0.451%
11/9/2023 UBS Group AG100,570$5.21M0.0%+2.0%1.416%
11/8/2023 D.A. Davidson & CO.15,901$823K0.0%-13.4%0.224%
11/8/2023 Janney Montgomery Scott LLC15,990$828K0.0%-9.5%0.225%
11/8/2023 Avantax Advisory Services Inc.67,155$3.48M0.0%+0.9%0.946%
11/4/2023 NBC Securities Inc.5,381$278K0.0%N/A0.076%
(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, 80 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were VAUGHAN & Co SECURITIES INC. ($15.22M), Steele Capital Management Inc. ($11.90M), Matrix Trust Co ($11.83M), Raymond James Financial Services Advisors Inc. ($7.29M), Wells Fargo & Company MN ($6.92M), UBS Group AG ($5.21M), and Northwestern Mutual Wealth Management Co. ($4.82M).Learn more on ISCV's institutional investors.

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

Of the 62 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. ($195.42K), VAUGHAN & Co SECURITIES INC. ($127.97K), Ipsen Advisor Group LLC ($70.53K), UBS Group AG ($64.23K), Prosperity Consulting Group LLC ($49.85K), LRI Investments LLC ($36.64K), and EP Wealth Advisors LLC ($34.48K).

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

Institutional investors have bought a total of 909,716 shares in the last 24 months. This purchase volume represents approximately $51.29M in transactions.

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

Of the 47 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: Merriman Wealth Management LLC ($104.48K), Wells Fargo & Company MN ($22.10K), Raymond James Financial Services Advisors Inc. ($18.44K), Jackson Creek Investment Advisors LLC ($16.59K), Tower Research Capital LLC TRC ($13.23K), MONECO Advisors LLC ($12.78K), and Avantax Advisory Services Inc. ($10.58K).

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

Institutional investors have sold a total of 311,591 shares in the last 24 months. This volume of shares sold represents approximately $17.35M in transactions.


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This page (NYSEARCA:ISCV) was last updated on 12/22/2024 by MarketBeat.com Staff
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