ISHARES MORNINGSTAR SMALL-CA ISCV
$78.79
+0.6% 52w: $58.71 – $78.79
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data58.7168.7578.79
Jun 20, 2025 Jul 2, 2026
Institutional holders
127
-8 QoQ
13F value
$343.1M
+4.4% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ISCV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 946.2K | $65.8M | 0.5% | +4.2% |
| MORGAN STANLEY | Bank broker | 299.8K | $20.8M | 0.0% | -5.3% |
| VAUGHAN & Co SECURITIES, INC. | Wealth advisor | 293.4K | $20.4M | 10.7% | -2.5% |
| Focus Partners Wealth | Wealth advisor | 288.1K | $20.0M | 0.0% | +1.0% |
| ROYAL BANK OF CANADA | Bank broker | 234.5K | $16.3M | 0.0% | +51.1% |
| LPL Financial LLC | Bank broker | 227.0K | $15.8M | 0.0% | -1.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 201.9K | $14.0M | 0.0% | +17.1% |
| Steele Capital Management, Inc. | Wealth advisor | 187.6K | $13.0M | 0.5% | +0.2% |
| Matrix Trust Co | Wealth advisor | 187.6K | $13.0M | 2.2% | +0.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 148.8K | $10.3M | 0.0% | +5.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 133.8K | $9.3M | 0.0% | +141.9% |
| UBS Group AG | Bank broker | 132.5K | $9.2M | 0.0% | -1.5% |
| GRANVILLE CAPITAL, INC. | Wealth advisor | 119.2K | $8.3M | 4.3% | +8.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 111.7K | $7.8M | 0.0% | -2.0% |
| Cetera Investment Advisers | Wealth advisor | 102.6K | $7.1M | 0.0% | +3.4% |
| MB Generational Wealth, LLC | Wealth advisor | 88.0K | $6.1M | 3.4% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 58.4K | $4.1M | 0.1% | +2.7% |
| Aptus Capital Advisors, LLC | Wealth advisor | 57.3K | $4.0M | 0.0% | +2.7% |
| Ipsen Advisor Group LLC | Wealth advisor | 55.8K | $3.9M | 2.7% | -0.3% |
| Chicago Partners Investment Group LLC | Wealth advisor | 50.4K | $3.7M | 0.1% | +0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 51.1K | $3.6M | 0.0% | -7.3% |
| Kestra Advisory Services, LLC | Wealth advisor | 46.2K | $3.2M | 0.0% | +4.2% |
| JPMORGAN CHASE & CO | Bank broker | 46.9K | $3.2M | 0.0% | +2.4% |
| Viewpoint Capital Management LLC | Other | 45.4K | $3.2M | 1.5% | Held |
| Rodgers & Associates, LTD | Wealth advisor | 41.8K | $2.9M | 0.3% | -5.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 38.4K | $2.7M | 0.0% | -14.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 36.5K | $2.5M | 0.0% | +5.2% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 34.7K | $2.4M | 0.0% | -4.2% |
| Prosperity Consulting Group, LLC | Wealth advisor | 34.6K | $2.4M | 0.1% | -6.9% |
| IHT Wealth Management, LLC | Wealth advisor | 33.7K | $2.3M | 0.1% | -0.4% |
| EP Wealth Advisors, LLC | Wealth advisor | 33.6K | $2.3M | 0.0% | Held |
| Twin Cities Retirement Group LLC | Wealth advisor | 29.1K | $2.0M | 1.8% | -2.3% |
| Perennial Investment Advisors, LLC | Wealth advisor | 27.9K | $1.9M | 0.2% | -0.8% |
| D.A. DAVIDSON & CO. | Wealth advisor | 22.3K | $1.5M | 0.0% | +3.7% |
| Equitable Holdings, Inc. | Wealth advisor | 20.7K | $1.4M | 0.0% | +4.2% |
| Black Diamond Financial, LLC | Wealth advisor | 19.6K | $1.4M | 0.1% | -57.5% |
| LRI Investments, LLC | Wealth advisor | 18.0K | $1.2M | 0.1% | Held |
| SGL Investment Advisors, Inc. | Other | 16.0K | $1.2M | 0.4% | +15.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 16.8K | $1.2M | 0.0% | New |
| Mariner, LLC | Diversified mechanical | 15.6K | $1.1M | 0.0% | -8.3% |
| MGO ONE SEVEN LLC | Wealth advisor | 15.6K | $1.1M | 0.0% | +10.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 14.0K | $972K | 0.0% | -1.5% |
| PANORAMIC INVESTMENT ADVISORS, LLC | Wealth advisor | 13.6K | $943K | 0.5% | +0.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 13.1K | $911K | 0.0% | +2.4% |
| Independent Advisor Alliance | Wealth advisor | 12.7K | $882K | 0.0% | New |
| Key Financial Inc | Wealth advisor | 11.0K | $767K | 0.1% | +2.6% |
| JIM SAULNIER & ASSOCIATES, LLC | Wealth advisor | 10.1K | $699K | 0.3% | -0.1% |
| Abel Hall, LLC | Other | 9.8K | $682K | 0.1% | -0.9% |
| HighPoint Advisor Group LLC | Wealth advisor | 9.6K | $669K | 0.0% | -7.4% |
| Merit Financial Group, LLC | Wealth advisor | 9.4K | $654K | 0.0% | +0.4% |
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.