ISHARES MORNINGSTAR SMALL-CA (ISCG) Institutional Ownership and Insiders Activity
ISHARES MORNINGSTAR SMALL-CA (ISCG) is widely held by institutional investors, with 167 firms reporting positions valued at approximately $566.16M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Focus Partners Wealth is the largest disclosed holder, reporting approximately $59.78M in ISCG holdings in its latest filing.
Institutional Holders
167
Total Reported Value
$566.16M
Largest Holder
Focus Partners Wealth
Largest Position
$59.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
23
Top Institutional Owners
View allInvestorReported Balance
- Focus Partners Wealth$59.78M
- Jpmorgan Chase & Co$54.60M
- Lpl Financial Llc$45.25M
- Osaic Holdings, Inc.$36.26M
- Cetera Investment Advisers$26.88M
ISCG News
All news- Three Bearings Fiduciary Advisors Increases Holdings Across Portfolio
Jul 12, 2026 · valut.ai