ISHARES MORNINGSTAR SMALL-CA (ISCG) Institutional Shareholders
ISHARES MORNINGSTAR SMALL-CA (ISCG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $579.76M in ISCG holdings during the latest filing period.
Focus Partners Wealth is currently the largest disclosed institutional shareholder of ISCG tracked by InsiderSet, reporting ownership valued at approximately $59.78M in its June 30, 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 $56.02M, representing an estimated loss of -6.29% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed ISCG value among the investors covered in this analysis. Major shareholders include Focus Partners Wealth, Jpmorgan Chase & Co, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR SMALL-CA (ISCG).
This page ranks the largest institutional ISCG 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
167
Total Reported Value
$579.76M
Largest Holder
Focus Partners Wealth
Largest Position
$59.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | 0.06% | 912,075 | $59,777,450 | $56,019,647 | -$3,757,804 | -6.29% | |
| Jpmorgan Chase & Co | 0.00% | 841,940 | $54,599,833 | $51,711,955 | -$2,887,878 | -5.29% | |
| Lpl Financial Llc | 0.01% | 690,456 | $45,252,504 | $42,407,808 | -$2,844,696 | -6.29% | |
| Osaic Holdings, Inc. | 0.04% | 553,100 | $36,258,472 | $33,971,402 | -$2,287,070 | -6.31% | |
| Cetera Investment Advisers | 0.02% | 410,071 | $26,876,039 | $25,186,561 | -$1,689,478 | -6.29% | |
| Gallagher Fiduciary Advisors, Llc | 0.68% | 317,469 | $20,806,935 | $19,498,946 | -$1,307,989 | -6.29% | |
| Ameriprise Financial Inc | 0.00% | 316,433 | $20,742,823 | $19,435,315 | -$1,307,508 | -6.30% | |
| Atria Investments, Inc | 0.21% | 316,378 | $20,735,388 | $19,431,937 | -$1,303,451 | -6.29% | |
| Bank Of America Corp | 0.00% | 276,453 | $18,118,734 | $16,979,743 | -$1,138,991 | -6.29% | |
| Foundations Investment Advisors, Llc | 0.18% | 264,025 | $17,304,209 | $16,216,416 | -$1,087,794 | -6.29% | |
| Morgan Stanley | 0.00% | 262,779 | $17,222,588 | $16,139,886 | -$1,082,702 | -6.29% | |
| Black Diamond Financial, Llc | 1.11% | 192,806 | $12,636,514 | $11,842,145 | -$794,369 | -6.29% | |
| Matrix Trust Co | 1.71% | 180,159 | $11,808,000 | $11,065,366 | -$742,634 | -6.29% | |
| Steele Capital Management, Inc. | 0.43% | 180,159 | $11,807,619 | $11,065,366 | -$742,253 | -6.29% | |
| Ubs Group Ag | 0.00% | 166,628 | $10,920,799 | $10,234,292 | -$686,507 | -6.29% | |
| Raymond James Financial Inc | 0.00% | 158,473 | $10,386,324 | $9,733,412 | -$652,912 | -6.29% | |
| Wells Fargo & Company/Mn | 0.00% | 154,376 | $10,117,778 | $9,481,774 | -$636,004 | -6.29% | |
| Mariner, Llc | 0.01% | 132,530 | $8,686,011 | $8,139,993 | -$546,018 | -6.29% | |
| Ep Wealth Advisors, Llc | 0.03% | 128,722 | $8,436,458 | $7,906,105 | -$530,353 | -6.29% | |
| Ipsen Advisor Group Llc | 4.89% | 115,986 | $7,601,715 | $7,123,860 | -$477,855 | -6.29% | |
| Northstar Asset Management Llc | 2.99% | 112,064 | $7,344,682 | $6,882,971 | -$461,711 | -6.29% | |
| Mra Advisory Group | 2.64% | 110,815 | $7,262,789 | $6,806,257 | -$456,532 | -6.29% | |
| Opes Wealth Management Llc | 1.20% | 128,657 | $7,050,419 | $7,902,113 | +$851,694 | +12.08% | |
| Mckinley Carter Wealth Services, Inc. | 0.36% | 107,441 | $7,041,674 | $6,599,026 | -$442,648 | -6.29% | |
| Beam Wealth Advisors, Inc. | 1.46% | 101,160 | $6,630,033 | $6,213,247 | -$416,786 | -6.29% | |
| Certified Advisory Corp | 0.52% | 98,173 | $6,434,344 | $6,029,786 | -$404,558 | -6.29% | |
| Three Bearings Fiduciary Advisors, Inc. | 4.98% | 84,793 | $5,557,343 | $5,207,986 | -$349,357 | -6.29% | |
| Iag Wealth Partners, Llc | 0.51% | 77,865 | $5,103,286 | $4,782,468 | -$320,818 | -6.29% | |
| Anfield Capital Management, Llc | 1.37% | 91,144 | $4,994,691 | $5,598,064 | +$603,373 | +12.08% | |
| Commonwealth Equity Services, Llc | 0.01% | 64,428 | $4,222,640 | $3,957,168 | -$265,472 | -6.29% | |
| Royal Bank Of Canada | 0.00% | 56,625 | $3,711,000 | $3,477,908 | -$233,093 | -6.28% | |
| Atlanta Consulting Group Advisors, Llc | 0.53% | 50,882 | $3,334,806 | $3,125,172 | -$209,634 | -6.29% | |
| Steinberganna Wealth Management | 1.27% | 47,572 | $3,117,864 | $2,921,872 | -$195,992 | -6.29% | |
| Lri Investments, Llc | 0.24% | 45,400 | $2,975,516 | $2,788,468 | -$187,048 | -6.29% | |
| Level Four Advisory Services, Llc | 0.08% | 44,948 | $2,945,892 | $2,760,706 | -$185,186 | -6.29% | |
| Captrust Financial Advisors | 0.00% | 41,621 | $2,727,854 | $2,556,362 | -$171,492 | -6.29% | |
| Van Diest Capital, Llc | 2.29% | 39,034 | $2,558,298 | $2,397,468 | -$160,830 | -6.29% | |
| Key Financial Inc | 0.39% | 36,255 | $2,376,153 | $2,226,782 | -$149,371 | -6.29% | |
| Ieq Capital, Llc | 0.01% | 35,547 | $2,329,750 | $2,183,297 | -$146,453 | -6.29% | |
| Perennial Investment Advisors, Llc | 0.15% | 33,999 | $2,228,296 | $2,088,219 | -$140,077 | -6.29% | |
| Envestnet Asset Management Inc | 0.00% | 33,701 | $2,208,779 | $2,069,915 | -$138,864 | -6.29% | |
| Rodgers & Associates, Ltd | 0.18% | 29,855 | $1,956,697 | $1,833,694 | -$123,003 | -6.29% | |
| Pathstone Holdings, Llc | 0.01% | 33,787 | $1,851,528 | $2,075,198 | +$223,670 | +12.08% | |
| Mml Investors Services, Llc | 0.00% | 28,069 | $1,839,609 | $1,723,998 | -$115,611 | -6.28% | |
| Creative Financial Designs Inc | 0.09% | 27,537 | $1,804,773 | $1,691,323 | -$113,450 | -6.29% | |
| Independent Financial Group, Llc | 0.03% | 26,645 | $1,746,330 | $1,636,536 | -$109,794 | -6.29% | |
| Vaughan & Co Securities, Inc. | 0.72% | 23,597 | $1,546,515 | $1,449,328 | -$97,187 | -6.28% | |
| Kendall Capital Management | 0.26% | 23,500 | $1,540,190 | $1,443,370 | -$96,820 | -6.29% | |
| Equitable Holdings, Inc. | 0.01% | 21,304 | $1,396,230 | $1,308,492 | -$87,738 | -6.28% | |
| Gladstone Institutional Advisory Llc | 0.04% | 20,553 | $1,347,040 | $1,262,365 | -$84,675 | -6.29% |
Frequently asked questions about ISCG
Who owns the most ISCG stock?
The largest holders of ISCG 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 (ISCG).
Is ISCG widely held by superinvestors?
Many widely followed stocks like ISCG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISCG 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.