ISHARES MORNINGSTAR SMALL-CA (ISCB) Top Institutional Shareholders
ISHARES MORNINGSTAR SMALL-CA (ISCB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $103.34M in ISCB holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of ISCB tracked by InsiderSet, reporting ownership valued at approximately $22.95M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $25.55M, representing an estimated gain of +11.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed ISCB value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Cetera Investment Advisers, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR SMALL-CA (ISCB).
This page ranks the largest institutional ISCB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
85
Total Reported Value
$103.34M
Largest Holder
Morgan Stanley
Largest Position
$22.95M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
92
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 352,659 | $22,954,607 | $25,550,180 | +$2,595,573 | +11.31% | |
| Cetera Investment Advisers | 0.02% | 270,252 | $17,590,731 | $19,579,784 | +$1,989,053 | +11.31% | |
| Lpl Financial Llc | 0.00% | 189,650 | $12,344,340 | $13,740,161 | +$1,395,821 | +11.31% | |
| Wells Fargo & Company/Mn | 0.00% | 71,704 | $4,667,191 | $5,194,962 | +$527,771 | +11.31% | |
| Bank Of America Corp | 0.00% | 63,604 | $4,139,984 | $4,608,116 | +$468,132 | +11.31% | |
| Goldstein Advisors, Llc | 0.27% | 36,963 | $2,405,939 | $2,677,973 | +$272,034 | +11.31% | |
| Gladstone Institutional Advisory Llc | 0.09% | 36,140 | $2,352,353 | $2,618,347 | +$265,994 | +11.31% | |
| Raymond James Financial Inc | 0.00% | 33,665 | $2,191,293 | $2,439,033 | +$247,740 | +11.31% | |
| Citadel Advisors Llc | 0.00% | 31,012 | $2,018,571 | $2,246,823 | +$228,252 | +11.31% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,351 | $1,975,570 | $2,198,933 | +$223,363 | +11.31% | |
| Rockefeller Capital Management L.P. | 0.00% | 29,413 | $1,914,492 | $2,130,975 | +$216,483 | +11.31% | |
| Hightower Advisors, Llc | 0.00% | 26,648 | $1,734,460 | $1,930,650 | +$196,190 | +11.31% | |
| Mercer Global Advisors Inc | 0.00% | 26,061 | $1,696,310 | $1,888,122 | +$191,812 | +11.31% | |
| Choreo, Llc | 0.02% | 24,936 | $1,623,105 | $1,806,616 | +$183,511 | +11.31% | |
| Ubs Group Ag | 0.00% | 22,398 | $1,457,886 | $1,622,737 | +$164,851 | +11.31% | |
| Ameriprise Financial Inc | 0.00% | 22,182 | $1,443,063 | $1,607,088 | +$164,025 | +11.37% | |
| Brand Asset Management Group, Inc. | 0.36% | 21,528 | $1,401,253 | $1,559,706 | +$158,453 | +11.31% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 21,429 | $1,394,835 | $1,552,533 | +$157,698 | +11.31% | |
| Nations Financial Group Inc | 0.07% | 19,940 | $1,297,936 | $1,444,655 | +$146,719 | +11.30% | |
| Royal Bank Of Canada | 0.00% | 11,632 | $757,000 | $842,740 | +$85,740 | +11.33% | |
| Strategic Financial Planning, Inc. | 0.44% | 1,149 | $750,224 | $83,245 | -$666,979 | -88.90% | |
| Kfa Private Wealth Group, Llc | 0.17% | 10,780 | $701,670 | $781,012 | +$79,342 | +11.31% | |
| Susquehanna International Group, Llp | 0.00% | 10,713 | $697,309 | $776,158 | +$78,849 | +11.31% | |
| Jim Saulnier & Associates, Llc | 0.32% | 10,148 | $660,527 | $735,224 | +$74,697 | +11.31% | |
| Osaic Holdings, Inc. | 0.00% | 9,467 | $616,463 | $685,885 | +$69,422 | +11.26% | |
| Perigon Wealth Management, Llc | 0.01% | 9,318 | $606,498 | $675,090 | +$68,592 | +11.31% | |
| Richwood Investment Advisors, Llc | 0.46% | 9,159 | $596,159 | $663,570 | +$67,411 | +11.31% | |
| Legacy Wealth Partners, Llc | 0.14% | 8,626 | $561,484 | $624,955 | +$63,471 | +11.30% | |
| United Capital Financial Advisors, Llc | 0.00% | 8,392 | $546,323 | $608,001 | +$61,678 | +11.29% | |
| Level Four Advisory Services, Llc | 0.02% | 8,257 | $537,448 | $598,220 | +$60,772 | +11.31% | |
| Fmr Llc | 0.00% | 7,728 | $502,997 | $559,894 | +$56,897 | +11.31% | |
| Jones Financial Companies Lllp | 0.00% | 7,172 | $457,186 | $519,612 | +$62,426 | +13.65% | |
| Private Advisor Group, Llc | 0.00% | 6,955 | $452,674 | $503,890 | +$51,216 | +11.31% | |
| Mariner, Llc | 0.00% | 6,684 | $435,048 | $484,256 | +$49,208 | +11.31% | |
| Opulen Financial Group Llc | 0.28% | 6,198 | $403,415 | $449,046 | +$45,631 | +11.31% | |
| Parsons Capital Management Inc/Ri | 0.02% | 6,180 | $402,257 | $447,742 | +$45,485 | +11.31% | |
| Beacon Pointe Advisors, Llc | 0.00% | 6,099 | $396,984 | $441,873 | +$44,889 | +11.31% | |
| Lido Advisors, Llc | 0.00% | 5,937 | $386,506 | $430,136 | +$43,630 | +11.29% | |
| Pps&V Asset Management Consultants, Inc. | 0.23% | 5,755 | $374,625 | $416,950 | +$42,325 | +11.30% | |
| New Insight Wealth Advisors | 0.13% | 5,543 | $360,794 | $401,591 | +$40,797 | +11.31% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,427 | $353,243 | $393,187 | +$39,944 | +11.31% | |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | 4,777 | $310,924 | $346,094 | +$35,170 | +11.31% | |
| Pathway Financial Advisors Llc | 0.04% | 4,350 | $286,174 | $315,158 | +$28,984 | +10.13% | |
| Flagstar Advisors Inc | 0.10% | 4,341 | $282,605 | $314,506 | +$31,901 | +11.29% | |
| Aptus Capital Advisors, Llc | 0.00% | 4,099 | $266,804 | $296,973 | +$30,169 | +11.31% | |
| Guardian Wealth Advisors, Llc / Nc | 0.02% | 4,031 | $262,375 | $292,046 | +$29,671 | +11.31% | |
| Pnc Financial Services Group, Inc. | 0.00% | 4,000 | $260,360 | $289,800 | +$29,440 | +11.31% | |
| Creative Planning | 0.00% | 3,923 | $255,368 | $284,222 | +$28,854 | +11.30% | |
| Bartlett & Co. Wealth Management Llc | 0.00% | 3,600 | $253,066 | $260,820 | +$7,754 | +3.06% | |
| Equitable Holdings, Inc. | 0.00% | 3,855 | $250,625 | $279,295 | +$28,670 | +11.44% |
Frequently asked questions about ISCB
Who owns the most ISCB stock?
The largest holders of ISCB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES MORNINGSTAR SMALL-CA (ISCB).
Is ISCB widely held by superinvestors?
Many widely followed stocks like ISCB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISCB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.