Free Trial
→ Watch This Robotics Demo Before March 17th (From Brownstone Research) (Ad) Free ISCV Stock Alerts

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

iShares Morningstar Small-Cap Value ETF logo
$63.40 -1.40 (-2.16%)
As of 02/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$42.07M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$8.18M
Get ISCV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Morningstar Small-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ISCV Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Stuart Chaussee & Associates Inc.800$51K0.0%N/A0.012%
2/17/2025 Focus Partners Wealth58,197$3.69M0.0%N/A0.837%
2/17/2025 EP Wealth Advisors LLC38,395$2.44M0.0%+11.4%0.552%
2/17/2025 Cetera Investment Advisers41,557$2.64M0.0%+0.9%0.598%
2/17/2025 Captrust Financial Advisors40,270$2.55M0.0%+23.5%0.579%
2/17/2025 Bank of America Corp DE156,302$9.91M0.0%+0.5%2.249%
2/17/2025 Ameriprise Financial Inc.38,566$2.45M0.0%+2.0%0.555%
2/14/2025 Prosperity Consulting Group LLC46,664$2.96M0.2%-2.0%0.671%
2/14/2025 IHT Wealth Management LLC27,059$1.72M0.1%-33.0%0.389%
2/14/2025 Stifel Financial Corp3,691$234K0.0%N/A0.053%
2/13/2025 Mariner LLC11,976$759K0.0%-26.6%0.172%
2/13/2025 Envestnet Asset Management Inc.8,735$554K0.0%-7.7%0.126%
2/13/2025 Wells Fargo & Company MN91,676$5.81M0.0%-9.0%1.319%
2/12/2025 OLD Mission Capital LLC7,156$454K0.0%-62.0%0.103%
2/12/2025 JPMorgan 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%
2/11/2025 LPL Financial LLC133,240$8.45M0.0%+57.9%1.917%
2/10/2025 Axxcess Wealth Management LLC4,812$305K0.0%N/A0.069%
2/10/2025 Harbour Investments Inc.2,500$159K0.0%-7.4%0.036%
2/10/2025 Commonwealth Equity Services LLC37,357$2.37M0.0%+11.7%0.538%
2/10/2025 Avantax Advisory Services Inc.64,233$4.07M0.0%+1.3%0.924%
2/6/2025 Raymond James Financial Inc.149,196$9.46M0.0%N/A2.147%
2/6/2025 Unified Investment Management4,047$257K0.3%N/A0.058%
2/6/2025 Jones Financial Companies Lllp4,901$311K0.0%+150.6%0.071%
2/4/2025 Blackhawk Capital Partners LLC.8,028$509K0.3%N/A0.116%
2/4/2025 Black Diamond Financial LLC11,441$725K0.1%+2.3%0.165%
2/4/2025 MONECO Advisors LLC6,599$418K0.0%+7.3%0.095%
2/3/2025 Transcend Capital Advisors LLC5,727$363K0.0%-2.8%0.082%
2/3/2025 Pacific Sun Financial Corp10,499$666K0.4%-4.2%0.151%
1/31/2025 C2P 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%
1/31/2025 Key Financial Inc8,486$538K0.1%+24.3%0.122%
1/30/2025 Principal Securities Inc.2,565$163K0.0%-20.1%0.037%
1/29/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,286$272K0.0%N/A0.062%
1/27/2025 VAUGHAN & Co SECURITIES INC.260,523$16.52M10.0%-1.2%3.749%
1/24/2025 Panoramic Investment Advisors LLC13,702$869K0.6%+1.7%0.197%
1/23/2025 Abel Hall LLC3,316$210K0.1%N/A0.048%
1/22/2025 Jim Saulnier & Associates LLC10,190$646K0.6%+26.2%0.147%
1/21/2025 Rodgers & Associates LTD32,691$2.07M0.2%+1.3%0.470%
1/17/2025 Janney Montgomery Scott LLC14,791$938K0.0%+9.8%0.213%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

Click here to watch the demo…
1/15/2025 Merit Financial Group LLC11,452$726K0.0%-13.0%0.165%
1/14/2025 Christopher J. Hasenberg Inc73,669$4.67M1.9%N/A1.060%
1/13/2025 Matrix Trust Co186,096$11.80M2.1%-0.1%2.678%
12/26/2024 JPMorgan Chase & Co.40,071$2.54M0.0%+125.0%0.577%
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%
7/31/2024 Commonwealth 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%
7/11/2024 Kohmann 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%
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%
Watch This Robotics Demo Before March 17th (Ad)

Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry."

Click here to watch the demo…
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%
(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, 93 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. ($11.80M), Matrix Trust Co ($11.80M), 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 70 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), Raymond James Financial Inc. ($149.20K), Christopher J. Hasenberg Inc ($73.67K), VAUGHAN & Co SECURITIES INC. ($65.90K), Focus Partners Wealth ($58.20K), Ipsen Advisor Group LLC ($54.06K), 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 1,126,993 shares in the last 24 months. This purchase volume represents approximately $67.93M 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 269,618 shares in the last 24 months. This volume of shares sold represents approximately $15.70M in transactions.


Related Companies

This page (NYSEARCA:ISCV) was last updated on 2/22/2025 by MarketBeat.com Staff
From Our Partners
Elon’s “New Gold”
MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...
True Market Insiders | Sponsored
Market down? Do this now.
During Trump's first term, his tariffs sent gold prices soaring. Investors who acted early made a fortune. Now...
Colonial Metals | Sponsored
This Crypto Is Set to Explode in February
It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this su...
Crypto 101 Media | Sponsored
Why Buffett and 100 members of Congress are Piling into this One Investment
This isn't just another investment. It might be the last retirement stock you'll ever need. But this win...
Behind the Markets | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
Buy NVDA Now?
After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...
Chaikin Analytics | Sponsored
Warning: China Launches AI Attack on America
If you have any money in AI stocks, pay attention because... According to Louis Navellier, the legendary in...
InvestorPlace | Sponsored
Three new patents reveal Elon and Trump’s secret “Project America”
Right now for a limited time… You can get Tim Bohen’s top 5 Trump stocks for 2025… For only ONE DOLLAR!...
Timothy Sykes | Sponsored