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

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$60.46
+0.01 (+0.02%)
(As of 05/17/2024 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)
38
Total
Institutional Inflows
(last 12 months)
$25.53M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$7.35M
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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
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%
4/23/2024 Raymond 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%
2/6/2024 Merit 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%
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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%
1/16/2024 Raymond 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%
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%
11/4/2023 Jackson Creek Investment Advisors LLC21,485$1.11M0.5%+1.4%0.303%
11/3/2023 Black Diamond Financial LLC10,300$533K0.2%+4.8%0.145%
10/30/2023 Matrix Trust Co193,110$10.00M2.6%+2.5%2.720%
10/24/2023 Raymond James Financial Services Advisors Inc.134,488$6.96M0.0%+2.9%1.894%
10/24/2023 Raymond James & Associates6,970$361K0.0%-53.1%0.098%
10/24/2023 Cambridge Investment Research Advisors Inc.32,995$1.71M0.0%-2.9%0.465%
10/23/2023Commonwealth Equity Services LLC24,804$1.28M0.0%-1.7%0.349%
10/19/2023 VAUGHAN & Co SECURITIES INC.241,028$12.48M9.3%+3.5%3.395%
10/17/2023 Rodgers & Associates LTD31,284$1.62M0.2%-1.5%0.441%
10/11/2023 CWM LLC3,695$191K0.0%+13.6%0.052%
10/11/2023 Towerpoint Wealth LLC5,674$294K0.2%-33.6%0.080%
9/26/2023 Intrepid Capital Management Inc.1,224$66K0.0%N/A0.017%
9/26/2023 M Holdings Securities Inc.16,680$901K0.2%-16.4%0.235%
8/14/2023 Perennial Investment Advisors LLC10,935$591K0.1%-27.8%0.154%
8/11/2023 Kestra Advisory Services LLC30,436$1.64M0.0%+2.1%0.429%
8/10/2023 Viewpoint Capital Management LLC46,098$2.49M1.9%-0.5%0.649%
8/10/2023 Cetera Advisors LLC20,313$1.10M0.0%-2.5%0.286%
8/10/2023 Cetera Advisor Networks LLC6,702$362K0.0%-21.2%0.094%
8/8/2023 Chicago Partners Investment Group LLC52,570$2.99M0.2%-1.6%0.740%
8/7/2023 Lincoln National Corp7,697$416K0.0%-6.6%0.108%
8/3/2023 MONECO Advisors LLC10,899$589K0.2%-23.0%0.154%
8/2/2023 Sigma Planning Corp4,452$241K0.0%-26.6%0.063%
8/1/2023 Merit Financial Group LLC7,908$427K0.0%+2.6%0.111%
7/31/2023 LPL Financial LLC88,271$4.77M0.0%-5.8%1.243%
7/28/2023 Private Trust Co. NA1,410$76K0.0%-24.7%0.020%
7/27/2023 Barrett & Company Inc.4,241$229K0.1%+10.0%0.060%
7/26/2023 Janney Montgomery Scott LLC17,672$955K0.0%-19.0%0.249%
7/25/2023 Raymond James Financial Services Advisors Inc.130,708$7.06M0.0%-2.2%1.841%
7/25/2023 Raymond James & Associates14,846$802K0.0%-6.7%0.209%
7/24/2023Dfpg Investments LLC3,868$221K0.0%N/A0.054%
7/21/2023 Richwood Investment Advisors LLC3,810$206K0.2%N/A0.054%
7/20/2023 VAUGHAN & Co SECURITIES INC.232,930$12.58M8.9%+10.8%3.281%
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7/20/2023 Madison Wealth Partners Inc5,209$281K0.1%+8.9%0.073%
7/19/2023 Rodgers & Associates LTD31,771$1.72M0.2%+4.4%0.447%
7/19/2023 Matrix Trust Co188,332$10.17M2.6%+1.4%2.653%
7/13/2023 Cambridge Investment Research Advisors Inc.33,982$1.84M0.0%+1.3%0.479%
7/12/2023 Pacific Sun Financial Corp13,142$686K0.5%N/A0.185%
7/11/2023EisnerAmper Wealth Management Corporate Benefits LLC55,746$3.01M1.4%+0.4%0.738%
5/12/2023 MONECO Advisors LLC14,146$738K0.2%N/A0.186%
5/12/2023 Perennial Investment Advisors LLC15,145$790K0.1%-13.2%0.199%
5/11/2023 Black Diamond Financial LLC9,786$511K0.2%+3.9%0.129%
5/11/2023 Cambridge Investment Research Advisors Inc.33,550$1.75M0.0%-2.6%0.441%
(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, 78 institutional investors and hedge funds held shares of iShares Morningstar Small-Cap Value ETF. The most heavily invested institutionals were VAUGHAN & Co SECURITIES INC. ($15.59M), Steele Capital Management Inc. ($11.72M), Matrix Trust Co ($11.50M), Raymond James Financial Services Advisors Inc. ($7.29M), Wells Fargo & Company MN ($6.92M), UBS Group AG ($5.21M), and LPL Financial LLC ($4.63M).Learn more on ISCV's institutional investors.

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

Of the 65 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: VAUGHAN & Co SECURITIES INC. ($254.67K), Steele Capital Management Inc. ($195.42K), Merriman Wealth Management LLC ($162.72K), Wells Fargo & Company MN ($82.22K), Ipsen Advisor Group LLC ($70.53K), UBS Group AG ($67.40K), and Prosperity Consulting Group LLC ($49.85K).

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

Institutional investors have bought a total of 1,294,403 shares in the last 24 months. This purchase volume represents approximately $68.45M in transactions.

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

Of the 44 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 ($100.95K), OLD Mission Capital LLC ($45.07K), Raymond James Financial Services Advisors Inc. ($37.18K), Wells Fargo & Company MN ($22.10K), Tower Research Capital LLC TRC ($20.47K), Avantax Advisory Services Inc. ($13.70K), and Cambridge Investment Research Advisors Inc. ($10.95K).

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

Institutional investors have sold a total of 351,147 shares in the last 24 months. This volume of shares sold represents approximately $18.68M in transactions.


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This page (NYSEARCA:ISCV) was last updated on 5/19/2024 by MarketBeat.com Staff

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