ISCG Institutional Ownership & Shareholders
ISHARES MORNINGSTAR SMALL-CA (ISCG) is currently held by 161 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $562.01M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $55.89M, representing an estimated loss of -6.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
161
Total Reported Value
$562.01M
Largest Holder
Focus Partners Wealth
Largest Position
$59.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
45
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 | $55,891,956 | -$3,885,494 | -6.50% | |
| Jpmorgan Chase & Co | 0.00% | 841,940 | $54,599,833 | $51,594,083 | -$3,005,750 | -5.51% | |
| Lpl Financial Llc | 0.01% | 690,456 | $45,252,504 | $42,311,144 | -$2,941,360 | -6.50% | |
| Osaic Holdings, Inc. | 0.04% | 553,100 | $36,258,472 | $33,893,968 | -$2,364,504 | -6.52% | |
| Cetera Investment Advisers | 0.02% | 410,071 | $26,876,039 | $25,129,151 | -$1,746,888 | -6.50% | |
| Gallagher Fiduciary Advisors, Llc | 0.68% | 317,469 | $20,806,935 | $19,454,500 | -$1,352,435 | -6.50% | |
| Ameriprise Financial Inc | 0.00% | 316,433 | $20,742,823 | $19,391,014 | -$1,351,809 | -6.52% | |
| Atria Investments, Inc | 0.19% | 324,771 | $19,869,176 | $19,901,967 | +$32,791 | +0.17% | |
| Bank Of America Corp | 0.00% | 276,453 | $18,118,734 | $16,941,040 | -$1,177,694 | -6.50% | |
| Foundations Investment Advisors, Llc | 0.18% | 264,025 | $17,304,209 | $16,179,452 | -$1,124,757 | -6.50% | |
| Morgan Stanley | 0.00% | 262,779 | $17,222,588 | $16,103,097 | -$1,119,491 | -6.50% | |
| Black Diamond Financial, Llc | 1.07% | 205,513 | $12,573,109 | $12,593,837 | +$20,728 | +0.16% | |
| Steele Capital Management, Inc. | 0.43% | 180,159 | $11,807,619 | $11,040,144 | -$767,475 | -6.50% | |
| Ubs Group Ag | 0.00% | 166,628 | $10,920,799 | $10,210,964 | -$709,835 | -6.50% | |
| Raymond James Financial Inc | 0.00% | 158,473 | $10,386,324 | $9,711,225 | -$675,099 | -6.50% | |
| Wells Fargo & Company/Mn | 0.00% | 154,376 | $10,117,778 | $9,460,161 | -$657,617 | -6.50% | |
| Mariner, Llc | 0.01% | 132,530 | $8,686,011 | $8,121,438 | -$564,573 | -6.50% | |
| Ep Wealth Advisors, Llc | 0.03% | 128,722 | $8,436,458 | $7,888,084 | -$548,374 | -6.50% | |
| Certified Advisory Corp | 0.63% | 124,018 | $7,587,297 | $7,599,823 | +$12,526 | +0.17% | |
| Northstar Asset Management Llc | 2.99% | 112,064 | $7,344,682 | $6,867,282 | -$477,400 | -6.50% | |
| Opes Wealth Management Llc | 1.20% | 128,657 | $7,050,419 | $7,884,101 | +$833,682 | +11.82% | |
| Ipsen Advisor Group Llc | 4.65% | 111,948 | $6,848,850 | $6,860,173 | +$11,323 | +0.17% | |
| Beam Wealth Advisors, Inc. | 1.46% | 101,160 | $6,630,033 | $6,199,085 | -$430,948 | -6.50% | |
| Mckinley Carter Wealth Services, Inc. | 0.33% | 106,840 | $6,536,345 | $6,547,155 | +$10,810 | +0.17% | |
| Three Bearings Fiduciary Advisors, Inc. | 4.98% | 84,793 | $5,557,343 | $5,196,115 | -$361,228 | -6.50% | |
| Mra Advisory Group | 1.94% | 84,769 | $5,186,072 | $5,194,644 | +$8,572 | +0.17% | |
| Iag Wealth Partners, Llc | 0.51% | 77,865 | $5,103,286 | $4,771,567 | -$331,719 | -6.50% | |
| Anfield Capital Management, Llc | 1.37% | 91,144 | $4,994,691 | $5,585,304 | +$590,613 | +11.82% | |
| Commonwealth Equity Services, Llc | 0.01% | 64,428 | $4,222,640 | $3,948,148 | -$274,492 | -6.50% | |
| Royal Bank Of Canada | 0.00% | 56,625 | $3,711,000 | $3,469,980 | -$241,020 | -6.49% | |
| Atlanta Consulting Group Advisors, Llc | 0.53% | 50,882 | $3,334,806 | $3,118,049 | -$216,757 | -6.50% | |
| Lri Investments, Llc | 0.24% | 45,400 | $2,975,516 | $2,782,112 | -$193,404 | -6.50% | |
| Level Four Advisory Services, Llc | 0.08% | 44,948 | $2,945,892 | $2,754,413 | -$191,479 | -6.50% | |
| Steinberganna Wealth Management | 1.22% | 46,548 | $2,847,781 | $2,852,461 | +$4,680 | +0.16% | |
| Captrust Financial Advisors | 0.00% | 41,621 | $2,727,854 | $2,550,535 | -$177,319 | -6.50% | |
| Van Diest Capital, Llc | 2.29% | 39,034 | $2,558,298 | $2,392,004 | -$166,294 | -6.50% | |
| Key Financial Inc | 0.39% | 36,255 | $2,376,153 | $2,221,706 | -$154,447 | -6.50% | |
| Ieq Capital, Llc | 0.01% | 35,547 | $2,329,750 | $2,178,320 | -$151,430 | -6.50% | |
| Perennial Investment Advisors, Llc | 0.15% | 33,999 | $2,228,296 | $2,083,459 | -$144,837 | -6.50% | |
| Envestnet Asset Management Inc | 0.00% | 33,701 | $2,208,779 | $2,065,197 | -$143,582 | -6.50% | |
| Pathstone Holdings, Llc | 0.01% | 33,787 | $1,851,528 | $2,070,467 | +$218,939 | +11.82% | |
| Mml Investors Services, Llc | 0.00% | 28,069 | $1,839,609 | $1,720,068 | -$119,541 | -6.50% | |
| Independent Financial Group, Llc | 0.03% | 29,742 | $1,819,601 | $1,822,590 | +$2,989 | +0.16% | |
| Rodgers & Associates, Ltd | 0.17% | 29,540 | $1,807,228 | $1,810,211 | +$2,983 | +0.17% | |
| Creative Financial Designs Inc | 0.09% | 27,537 | $1,804,773 | $1,687,467 | -$117,306 | -6.50% | |
| Wealth Enhancement Trust Services, Inc. | 0.19% | 28,540 | $1,746,049 | $1,748,931 | +$2,882 | +0.17% | |
| Kendall Capital Management | 0.24% | 23,496 | $1,437,462 | $1,439,835 | +$2,373 | +0.17% | |
| Vaughan & Co Securities, Inc. | 0.67% | 23,298 | $1,425,319 | $1,427,701 | +$2,382 | +0.17% | |
| Equitable Holdings, Inc. | 0.01% | 21,304 | $1,396,230 | $1,305,509 | -$90,721 | -6.50% | |
| Gladstone Institutional Advisory Llc | 0.04% | 20,553 | $1,347,040 | $1,259,488 | -$87,552 | -6.50% |
Frequently asked questions about ISCG
Who are the largest institutional holders of ISCG?
The largest institutional holders of ISCG reported in the latest SEC Form 13F filings include Focus Partners Wealth, Jpmorgan Chase & Co, Lpl Financial Llc, Osaic Holdings, Inc., and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported ISCG position.
What is ISCG institutional ownership?
This page tracks ISCG positions reported by institutional investment managers through SEC Form 13F. ISHARES MORNINGSTAR SMALL-CA (ISCG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ISCG?
InsiderSet currently tracks 161 institutional managers reporting ISCG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ISCG shareholders.
How much ISCG stock do institutions own?
Institutional investment managers disclosed approximately $562.01M in ISCG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ISCG institutional ownership last updated?
The latest ISCG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ISCG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ISCG position after the reporting date.
Are institutions buying or selling ISCG?
Institutional buying and selling can be analyzed by comparing ISCG positions across consecutive 13F reporting periods. InsiderSet's ISCG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISCG ownership changes.
How has ISCG institutional ownership changed over time?
InsiderSet tracks ISCG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.