iShares Morningstar Small-Cap Value ETF (ISCV) Institutional Ownership $66.77 -0.05 (-0.07%) Closing price 08/29/2025 04:10 PM EasternExtended Trading$66.78 +0.01 (+0.01%) As of 08/29/2025 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. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)Number ofInstitutional Buyers(last 12 months)65TotalInstitutional Inflows(last 12 months)$86.68MNumber ofInstitutional Sellers(last 12 months)37TotalInstitutional Outflows(last 12 months)$14.13M Get ISCV Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares Morningstar Small-Cap Value ETF stock? 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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 ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/19/2025 Advisory Services Network LLC45,910$2.87M0.0%N/A0.585% 8/18/2025 Geneos Wealth Management Inc.7,255$445K0.0%+98.3%0.092% 8/15/2025 Captrust Financial Advisors29,604$1.82M0.0%-12.1%0.377% 8/15/2025 Smartleaf Asset Management LLC2,621$161K0.0%+8.3%0.033% 8/15/2025 IHT Wealth Management LLC27,555$1.69M0.0%+2.1%0.351% 8/15/2025 EP Wealth Advisors LLC33,839$2.08M0.0%-3.9%0.431% 8/15/2025 Bank of America Corp DE162,873$10.00M0.0%+9.4%2.075% 8/15/2025 Ameriprise Financial Inc.50,332$3.23M0.0%+49.6%0.641% 8/14/2025 Raymond James Financial Inc.129,154$7.93M0.0%-10.5%1.645% 8/13/2025 Northwestern Mutual Wealth Management Co.45,399$2.79M0.0%-1.2%0.578% Get the Latest News and Ratings for ISCV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares Morningstar Small-Cap Value ETF and its competitors with MarketBeat's FREE daily newsletter. 8/12/2025 Laurel Wealth Advisors LLC51,568$3.17M0.0%+6,039.0%0.657% 8/12/2025 JPMorgan Chase & Co.62,117$3.81M0.0%+9.0%0.791% 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% The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.This little-known company holds nearly 100 patents and trades for around $77/8/2025 Rise Advisors LLC411$25K0.0%-37.4%0.005% 5/20/2025 Focus Partners Wealth236,017$14.00M0.0%+305.5%3.211% 5/16/2025 Jones Financial Companies Lllp60,865$3.61M0.0%+1,141.9%0.828% 5/15/2025 EP Wealth Advisors LLC35,204$2.09M0.0%-8.3%0.479% 5/15/2025 Royal Bank of Canada110,414$6.55M0.0%-5.3%1.502% 5/14/2025 Wealth Preservation Advisors LLC480$28K0.0%N/A0.007% 5/14/2025 Smartleaf Asset Management LLC2,420$143K0.0%+27.7%0.033% 5/14/2025 Northwestern Mutual Wealth Management Co.45,952$2.73M0.0%-47.9%0.625% 5/14/2025 Kestra Advisory Services LLC42,972$2.55M0.0%+2.0%0.585% 5/14/2025 Summit Financial LLC3,672$218K0.0%N/A0.050% 5/13/2025 Raymond 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% 5/8/2025 Brentview Investment Management LLC1,000$59K0.0%N/A0.014% 5/7/2025 LPL 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% 5/1/2025 Asset 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% 2/17/2025 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% The Robotics Revolution has arrived … and one $7 stock could take off as a result. (Ad)Something big is brewing in Washington. According to my research, an executive order from President Trump could be just weeks away. And it holds the potential to trigger one of the most explosive tech booms in US history. At the center of it all? Robots. Not the kind that clean your house or pour you coffee. But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.This little-known company holds nearly 100 patents and trades for around $72/17/2025 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% (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 ($10.00M), 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 85 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 1,404,562 shares in the last 24 months. This purchase volume represents approximately $86.68M in transactions. Which of iShares Morningstar Small-Cap Value ETF's major shareholders have been selling company stock? Of the 37 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. ($42.82K), Raymond James Financial Inc. ($20.04K), IHT Wealth Management LLC ($13.34K), OLD Mission Capital LLC ($11.70K), Wells Fargo & Company MN ($9.03K), and Captrust Financial Advisors ($6.37K). How much institutional selling is happening at iShares Morningstar Small-Cap Value ETF? Institutional investors have sold a total of 232,796 shares in the last 24 months. This volume of shares sold represents approximately $14.13M in transactions. 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