ISHARES MORNINGSTAR SMALL-CA (ISCB) Institutional Ownership

ISCB is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $51,551 based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Matrix Private Capital Group, which reported ownership valued at approximately $51,551 in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Matrix Private Capital Group's ISCB position is now estimated to be worth approximately $57,380.479, representing an estimated gain of +11.31% since the filing period.

Major shareholders tracked on this page include Matrix Private Capital Group, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES MORNINGSTAR SMALL-CA (ISCB).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$51,551792
Q4 20251$51,490792
Q3 20251$50,235792
Q2 20251$46,155792
Q1 20251$42,907792
Q4 20241$46,462792
Q3 20241$46,479792
Q2 20241$42,668792
Q1 20241$44,520792
Q4 20231$42,456792
Q3 20231$37,476792
Q2 20231$39,379792