Free Trial

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

iShares Morningstar Small-Cap Value ETF logo
$62.26 +0.12 (+0.19%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$62.28 +0.02 (+0.03%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$78.28M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$13.42M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Avantax Advisory Services Inc.64,197$3.94M0.0%-0.4%0.828%
8/8/2025 Cetera Investment Advisers47,268$2.90M0.0%+1.3%0.610%
8/8/2025 Creative Planning4,955$304K0.0%+20.5%0.064%
8/8/2025 PNC Financial Services Group Inc.870$53K0.0%+67.6%0.011%
8/6/2025 Ipsen Advisor Group LLC56,034$3.44M2.6%+2.8%0.723%
8/5/2025 Prosperity Consulting Group LLC44,190$2.71M0.2%-5.4%0.570%
8/5/2025 Key Financial Inc9,311$572K0.1%+8.6%0.120%
8/5/2025 Bank of Montreal Can450$29K0.0%N/A0.006%
8/4/2025 Jim Saulnier & Associates LLC10,075$619K0.4%-5.0%0.130%
8/4/2025 World Investment Advisors3,356$206K0.0%N/A0.043%
8/1/2025 GWN Securities Inc.5,038$310K0.1%+12.6%0.065%
8/1/2025 Envestnet Asset Management Inc.60,270$3.70M0.0%+540.8%0.778%
7/30/2025 Black Diamond Financial LLC10,574$649K0.1%-33.3%0.136%
7/30/2025 D.A. Davidson & CO.19,318$1.19M0.0%+3.8%0.249%
7/29/2025 Madison Wealth Partners Inc5,307$326K0.1%+3.6%0.068%
7/29/2025 Rodgers & Associates LTD43,078$2.65M0.3%+35.9%0.556%
7/29/2025 Private Trust Co. NA467$29K0.0%-66.8%0.006%
7/25/2025 Courage Miller Partners LLC9,904$608K0.2%-3.2%0.128%
7/25/2025 CWM LLC3,642$224K0.0%-7.6%0.047%
7/24/2025 rebel Financial LLC6,379$392K0.2%N/A0.082%
7/23/2025 Lansing Street Advisors5,561$341K0.1%+33.8%0.072%
7/23/2025 Abel Hall LLC10,652$654K0.3%+153.1%0.137%
7/22/2025 VAUGHAN & Co SECURITIES INC.281,895$17.31M9.9%+6.1%3.637%
7/17/2025 Janney Montgomery Scott LLC14,226$873K0.0%-2.4%0.184%
7/16/2025 Perigon Wealth Management LLC4,355$267K0.0%+7.5%0.056%
7/15/2025 Kelly Financial Group LLC7,780$478K0.1%+17.1%0.100%
7/14/2025 Matrix Trust Co189,512$11.63M1.9%+1.7%2.461%
7/10/2025 Exchange Traded Concepts LLC317,150$19.47M0.2%N/A4.146%
7/8/2025 Rise Advisors LLC411$25K0.0%-37.4%0.005%
5/20/2025Focus Partners Wealth236,017$14.00M0.0%+305.5%3.211%
5/16/2025Jones Financial Companies Lllp60,865$3.61M0.0%+1,141.9%0.828%
5/15/2025EP Wealth Advisors LLC35,204$2.09M0.0%-8.3%0.479%
5/15/2025Royal Bank of Canada110,414$6.55M0.0%-5.3%1.502%
5/14/2025Wealth Preservation Advisors LLC480$28K0.0%N/A0.007%
5/14/2025Smartleaf Asset Management LLC2,420$143K0.0%+27.7%0.033%
5/14/2025Northwestern Mutual Wealth Management Co.45,952$2.73M0.0%-47.9%0.625%
5/14/2025Kestra Advisory Services LLC42,972$2.55M0.0%+2.0%0.585%
5/14/2025Summit Financial LLC3,672$218K0.0%N/A0.050%
5/13/2025Raymond James Financial Inc.144,332$8.56M0.0%-3.3%1.964%
5/9/2025 PNC Financial Services Group Inc.519$31K0.0%N/A0.007%
China's 500 Million Year Advantage (Ad)

The "Impossible" Chip That Runs on Pure Light Google's quantum computer shocked the world... but China DEMOLISHED Google's record using pure light particles instead of exotic superconductors. The secret? A revolutionary material that ONE American company is the first to commercially produce.

Click here to learn how to get the ticker symbol <<<
5/8/2025Brentview Investment Management LLC1,000$59K0.0%N/A0.014%
5/7/2025LPL Financial LLC150,439$8.92M0.0%+12.9%2.047%
5/6/2025 Cetera Investment Advisers46,677$2.77M0.0%+12.3%0.635%
5/6/2025 Avantax Advisory Services Inc.64,446$3.82M0.0%+0.3%0.877%
5/6/2025 Abel Hall LLC4,208$250K0.2%+26.9%0.057%
5/2/2025 Sigma Planning Corp7,051$418K0.0%+58.4%0.100%
5/1/2025 LRI Investments LLC17,976$1.07M0.1%-1.2%0.255%
5/1/2025Asset Dedication LLC5,713$339K0.0%+5,501.0%0.081%
5/1/2025 CWM LLC3,942$234K0.0%+6.7%0.056%
4/30/2025 Christopher J. Hasenberg Inc2,545$151K0.1%-96.5%0.036%
4/30/2025 Blackhawk Capital Partners LLC.3,450$205K0.1%-57.0%0.049%
4/30/2025 Black Diamond Financial LLC15,843$939K0.1%+38.5%0.225%
4/29/2025 Envestnet Asset Management Inc.9,406$558K0.0%+7.7%0.133%
4/29/2025 Viewpoint Capital Management LLC45,397$2.69M1.4%-1.5%0.644%
4/29/2025 VAUGHAN & Co SECURITIES INC.265,688$15.76M9.8%+2.0%3.769%
4/28/2025 D.A. Davidson & CO.18,611$1.10M0.0%+7.8%0.264%
4/28/2025 Lansing Street Advisors4,155$246K0.1%N/A0.059%
4/25/2025 Mather Group LLC.827$49K0.0%+275.9%0.012%
4/23/2025 Perigon Wealth Management LLC4,051$240K0.0%N/A0.057%
4/22/2025 Rodgers & Associates LTD31,690$1.88M0.2%-3.1%0.450%
4/22/2025 Cambridge Investment Research Advisors Inc.34,891$2.07M0.0%+2.2%0.495%
4/22/2025 Madison Wealth Partners Inc5,123$304K0.1%-8.7%0.073%
4/21/2025 Jim Saulnier & Associates LLC10,602$629K0.5%+4.0%0.150%
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%
2/17/2025 Stuart 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%
2/17/2025 Cetera 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%
2/14/2025 Prosperity 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%
2/13/2025 Envestnet 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%
2/10/2025 Axxcess Wealth Management LLC4,812$305K0.0%N/A0.069%
Altucher: $900 to $108,000? Trump’s “Great Gain” Is Here (Ad)

James Altucher says two recent events could trigger a historic wealth shift—one driven by a radical Trump policy move, and the other tied to a proven financial pattern that previously minted over 80,000 new millionaires. He believes a small $900 investment could turn into a $108,000 windfall within 12 months—and this may be the last chance for everyday investors to catch it.

Click here to discover the two events and how to act before the window closes.
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%
2/6/2025Raymond James Financial Inc.149,196$9.46M0.0%N/A2.147%
2/6/2025 Unified Investment Management4,047$257K0.3%N/A0.058%
2/6/2025Jones 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%
2/4/2025MONECO Advisors LLC6,599$418K0.0%+7.3%0.095%
2/3/2025 Transcend Capital Advisors LLC5,727$363K0.0%-2.8%0.082%
(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, 108 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were Exchange Traded Concepts LLC ($19.47M), VAUGHAN & Co SECURITIES INC. ($17.31M), Focus Partners Wealth ($14.00M), Matrix Trust Co ($11.63M), Steele Capital Management Inc. ($11.05M), Bank of America Corp DE ($9.91M), and LPL Financial LLC ($8.92M).Learn more on iShares Morningstar Small-Cap Value ETF's institutional investors.

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

Of the 82 institutional investors that purchased iShares Morningstar Small-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Exchange Traded Concepts LLC ($317.15K), Focus Partners Wealth ($236.02K), Steele Capital Management Inc. ($195.65K), Raymond James Financial Inc. ($149.20K), Christopher J. Hasenberg Inc ($73.67K), LPL Financial LLC ($67.26K), and Jones Financial Companies Lllp ($58.91K).

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

Institutional investors have bought a total of 1,267,773 shares in the last 24 months. This purchase volume represents approximately $78.28M in transactions.

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

Of the 39 institutional investors that sold iShares Morningstar Small-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Christopher J. Hasenberg Inc ($71.12K), Northwestern Mutual Wealth Management Co. ($47.59K), IHT Wealth Management LLC ($13.34K), OLD Mission Capital LLC ($11.70K), Wells Fargo & Company MN ($9.03K), Royal Bank of Canada ($6.22K), and Black Diamond Financial LLC ($5.27K).

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

Institutional investors have sold a total of 221,752 shares in the last 24 months. This volume of shares sold represents approximately $13.42M in transactions.



This page (NYSEARCA:ISCV) was last updated on 8/10/2025 by MarketBeat.com Staff
From Our Partners