ISHARES MORNINGSTAR SMALL-CA ISCG
$64.58
-0.8% 52w: $47.82 – $65.54
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data47.8256.6865.54
Jun 20, 2025 Jul 2, 2026
Institutional holders
160
+4 QoQ
13F value
$523.2M
+5.8% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns ISCG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Focus Partners Wealth | Wealth advisor | 955.7K | $52.4M | 0.1% | -1.9% |
| JPMORGAN CHASE & CO | Bank broker | 848.2K | $44.9M | 0.0% | -0.4% |
| LPL Financial LLC | Bank broker | 633.2K | $34.7M | 0.0% | -6.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 566.8K | $31.1M | 0.0% | -8.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 541.3K | $29.7M | 0.0% | +4.2% |
| Cetera Investment Advisers | Wealth advisor | 412.6K | $22.6M | 0.0% | +2.1% |
| Gallagher Fiduciary Advisors, LLC | Other | 325.5K | $17.8M | 0.7% | +6.0% |
| Atria Investments, Inc | Wealth advisor | 324.1K | $17.8M | 0.2% | +6.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 269.4K | $14.8M | 0.0% | +4.3% |
| Systelligence, LLC | Wealth advisor | 260.5K | $14.3M | 2.8% | New |
| MORGAN STANLEY | Bank broker | 260.1K | $14.3M | 0.0% | +20.3% |
| Foundations Investment Advisors, LLC | Wealth advisor | 259.7K | $14.2M | 0.2% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 251.3K | $13.8M | 0.0% | +70.3% |
| Matrix Trust Co | Wealth advisor | 178.5K | $9.8M | 1.6% | +0.2% |
| Steele Capital Management, Inc. | Wealth advisor | 178.5K | $9.8M | 0.4% | +0.2% |
| Black Diamond Financial, LLC | Wealth advisor | 176.1K | $9.7M | 1.1% | -16.1% |
| UBS Group AG | Bank broker | 166.8K | $9.1M | 0.0% | -1.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 165.3K | $9.1M | 0.0% | +3.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 155.8K | $8.5M | 0.0% | -6.7% |
| Mariner, LLC | Diversified mechanical | 140.5K | $7.7M | 0.0% | +11.1% |
| Opes Wealth Management LLC | Wealth advisor | 128.7K | $7.1M | 1.2% | +0.3% |
| Ipsen Advisor Group LLC | Wealth advisor | 115.5K | $6.3M | 4.4% | +1.6% |
| MRA Advisory Group | Wealth advisor | 109.8K | $6.0M | 2.5% | New |
| McKinley Carter Wealth Services, Inc. | Wealth advisor | 105.5K | $5.8M | 0.3% | -1.1% |
| NorthStar Asset Management LLC /NJ/ | Wealth advisor | 104.4K | $5.7M | 2.8% | +4.4% |
| BEAM WEALTH ADVISORS, INC. | Wealth advisor | 104.3K | $5.7M | 1.4% | +34.0% |
| Anfield Capital Management, LLC | Wealth advisor | 91.1K | $5.0M | 1.4% | New |
| Three Bearings Fiduciary Advisors, Inc. | Wealth advisor | 86.1K | $4.7M | 4.6% | +1.4% |
| Certified Advisory Corp | Wealth advisor | 82.6K | $4.5M | 0.4% | +7.6% |
| IAG Wealth Partners, LLC | Wealth advisor | 78.1K | $4.3M | 0.5% | +2.5% |
| HighTower Advisors, LLC | Diversified mechanical | 66.5K | $3.6M | 0.0% | +1.4% |
| ROYAL BANK OF CANADA | Bank broker | 64.9K | $3.6M | 0.0% | +61.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 64.2K | $3.5M | 0.0% | -3.8% |
| Van Diest Capital, LLC | Other | 58.4K | $3.2M | 2.5% | +667.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 54.7K | $3.0M | 0.0% | +30.9% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 53.3K | $2.9M | 0.1% | -25.8% |
| STEINBERGANNA WEALTH MANAGEMENT | Wealth advisor | 51.3K | $2.8M | 1.3% | +3.3% |
| Atlanta Consulting Group Advisors, LLC | Wealth advisor | 50.9K | $2.8M | 0.6% | -12.9% |
| LRI Investments, LLC | Wealth advisor | 45.4K | $2.5M | 0.2% | -2.4% |
| Key Financial Inc | Wealth advisor | 36.5K | $2.0M | 0.4% | +9.3% |
| IEQ CAPITAL, LLC | Diversified mechanical | 35.7K | $2.0M | 0.0% | -0.4% |
| Pathstone Holdings, LLC | Diversified mechanical | 33.8K | $1.9M | 0.0% | -10.4% |
| Perennial Investment Advisors, LLC | Wealth advisor | 32.3K | $1.8M | 0.1% | -0.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 32.0K | $1.8M | 0.0% | +22.4% |
| Rodgers & Associates, LTD | Wealth advisor | 31.6K | $1.7M | 0.2% | -3.2% |
| NewEdge Advisors, LLC | Diversified mechanical | 30.7K | $1.7M | 0.0% | +6.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 25.3K | $1.4M | 0.0% | +7.7% |
| VAUGHAN & Co SECURITIES, INC. | Wealth advisor | 24.4K | $1.3M | 0.7% | -0.5% |
| Kendall Capital Management | Other | 23.5K | $1.3M | 0.3% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 22.0K | $1.2M | 0.0% | +10.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.