ISCV Institutional Ownership & Shareholders
ISHARES MORNINGSTAR SMALL-CA (ISCV) is currently held by 135 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $369.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Exchange Traded Concepts, Llc is currently the largest disclosed institutional shareholder of ISCV tracked by InsiderSet, reporting ownership valued at approximately $88.94M in its September 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 $93.36M, representing an estimated gain of +4.96% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% of the total disclosed ISCV value among the investors covered in this analysis. Major shareholders include Exchange Traded Concepts, Llc, Morgan Stanley, Vaughan & Co Securities, Inc., and several other long-term asset managers with concentrated positions in ISHARES MORNINGSTAR SMALL-CA (ISCV).
This page ranks the largest institutional ISCV 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
135
Total Reported Value
$369.36M
Largest Holder
Exchange Traded Concepts, Llc
Largest Position
$88.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Exchange Traded Concepts, Llc | 0.39% | 1,188,953 | $88,941,056 | $93,356,590 | +$4,415,534 | +4.96% | |
| Morgan Stanley | 0.00% | 289,008 | $22,634,740 | $22,692,908 | +$58,168 | +0.26% | |
| Vaughan & Co Securities, Inc. | 10.29% | 292,318 | $21,867,187 | $22,952,809 | +$1,085,622 | +4.96% | |
| Focus Partners Wealth | 0.02% | 279,159 | $21,863,428 | $21,919,565 | +$56,137 | +0.26% | |
| Royal Bank Of Canada | 0.00% | 211,190 | $16,540,000 | $16,582,639 | +$42,639 | +0.26% | |
| Bank Of America Corp | 0.00% | 195,089 | $15,279,027 | $15,318,388 | +$39,361 | +0.26% | |
| Lpl Financial Llc | 0.00% | 189,995 | $14,880,127 | $14,918,407 | +$38,280 | +0.26% | |
| Steele Capital Management, Inc. | 0.53% | 189,541 | $14,178,769 | $14,882,759 | +$703,990 | +4.97% | |
| Ubs Group Ag | 0.00% | 137,101 | $10,737,613 | $10,765,171 | +$27,558 | +0.26% | |
| Envestnet Asset Management Inc | 0.00% | 132,339 | $10,364,611 | $10,391,258 | +$26,647 | +0.26% | |
| Granville Capital, Inc. | 4.30% | 122,866 | $9,622,707 | $9,647,438 | +$24,731 | +0.26% | |
| Raymond James Financial Inc | 0.00% | 109,773 | $8,597,237 | $8,619,376 | +$22,139 | +0.26% | |
| Cetera Investment Advisers | 0.01% | 102,383 | $8,018,496 | $8,039,113 | +$20,617 | +0.26% | |
| Wells Fargo & Company/Mn | 0.00% | 84,708 | $6,634,260 | $6,651,272 | +$17,012 | +0.26% | |
| Mb Generational Wealth, Llc | 3.96% | 93,893 | $5,764,091 | $7,372,478 | +$1,608,387 | +27.90% | |
| Advisory Services Network, Llc | 0.05% | 61,248 | $4,796,841 | $4,809,193 | +$12,352 | +0.26% | |
| Aptus Capital Advisors, Llc | 0.03% | 60,183 | $4,713,442 | $4,725,569 | +$12,127 | +0.26% | |
| Ipsen Advisor Group Llc | 2.74% | 54,004 | $4,039,866 | $4,240,394 | +$200,528 | +4.96% | |
| Chicago Partners Investment Group Llc | 0.07% | 49,614 | $3,849,568 | $3,895,691 | +$46,123 | +1.20% | |
| Susquehanna International Group, Llp | 0.00% | 48,303 | $3,783,019 | $3,792,752 | +$9,733 | +0.26% | |
| Jpmorgan Chase & Co | 0.00% | 45,893 | $3,595,694 | $3,603,518 | +$7,824 | +0.22% | |
| Kestra Advisory Services, Llc | 0.01% | 47,188 | $3,529,918 | $3,705,202 | +$175,284 | +4.97% | |
| Viewpoint Capital Management Llc | 1.56% | 44,614 | $3,337,404 | $3,503,091 | +$165,687 | +4.96% | |
| Ameriprise Financial Inc | 0.00% | 39,488 | $3,092,675 | $3,100,598 | +$7,923 | +0.26% | |
| Rodgers & Associates, Ltd | 0.28% | 39,999 | $2,992,136 | $3,140,721 | +$148,585 | +4.97% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,475 | $2,878,188 | $3,021,057 | +$142,869 | +4.96% | |
| Ep Wealth Advisors, Llc | 0.01% | 35,354 | $2,768,843 | $2,775,996 | +$7,153 | +0.26% | |
| Captrust Financial Advisors | 0.00% | 34,603 | $2,710,052 | $2,717,028 | +$6,976 | +0.26% | |
| Prosperity Consulting Group, Llc | 0.10% | 33,407 | $2,616,386 | $2,623,118 | +$6,732 | +0.26% | |
| Hub Investment Partners, Llc | 0.04% | 30,000 | $2,349,555 | $2,355,600 | +$6,045 | +0.26% | |
| Perennial Investment Advisors, Llc | 0.15% | 29,046 | $2,274,817 | $2,280,692 | +$5,875 | +0.26% | |
| Twin Cities Retirement Group Llc | 1.68% | 27,125 | $2,029,091 | $2,129,855 | +$100,764 | +4.97% | |
| Iht Wealth Management, Llc | 0.04% | 22,823 | $1,787,406 | $1,792,062 | +$4,656 | +0.26% | |
| Black Diamond Financial, Llc | 0.13% | 21,169 | $1,583,576 | $1,662,190 | +$78,614 | +4.96% | |
| D.A. Davidson & Co. | 0.01% | 20,970 | $1,568,694 | $1,646,564 | +$77,870 | +4.96% | |
| Sgl Investment Advisors, Inc. | 0.50% | 17,984 | $1,455,265 | $1,412,104 | -$43,161 | -2.97% | |
| Lri Investments, Llc | 0.11% | 17,976 | $1,407,853 | $1,411,476 | +$3,623 | +0.26% | |
| Quantinno Capital Management Lp | 0.00% | 16,850 | $1,319,667 | $1,323,062 | +$3,395 | +0.26% | |
| Fifth Third Bancorp | 0.00% | 16,836 | $1,318,583 | $1,321,963 | +$3,380 | +0.26% | |
| Tower Research Capital Llc (Trc) | 0.03% | 15,150 | $1,186,525 | $1,189,578 | +$3,053 | +0.26% | |
| Janney Montgomery Scott Llc | 0.00% | 14,116 | $1,106,000 | $1,108,388 | +$2,388 | +0.22% | |
| Panoramic Investment Advisors, Llc | 0.51% | 13,625 | $1,067,093 | $1,069,835 | +$2,742 | +0.26% | |
| Jones Financial Companies Lllp | 0.00% | 11,423 | $895,792 | $896,934 | +$1,142 | +0.13% | |
| Merit Financial Group, Llc | 0.01% | 10,558 | $826,830 | $829,014 | +$2,184 | +0.26% | |
| Key Financial Inc | 0.13% | 10,886 | $814,340 | $854,769 | +$40,429 | +4.96% | |
| Highpoint Advisor Group Llc | 0.03% | 9,491 | $743,321 | $745,233 | +$1,912 | +0.26% | |
| Abel Hall, Llc | 0.13% | 9,799 | $733,026 | $769,417 | +$36,391 | +4.96% | |
| Mariner, Llc | 0.00% | 8,835 | $691,928 | $693,724 | +$1,796 | +0.26% | |
| Citadel Advisors Llc | 0.00% | 8,810 | $689,986 | $691,761 | +$1,775 | +0.26% | |
| Pacific Sun Financial Corp | 0.28% | 8,719 | $682,859 | $684,616 | +$1,757 | +0.26% |
Frequently asked questions about ISCV
Who are the largest institutional holders of ISCV?
The largest institutional holders of ISCV reported in the latest SEC Form 13F filings include Exchange Traded Concepts, Llc, Morgan Stanley, Vaughan & Co Securities, Inc., Focus Partners Wealth, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported ISCV position.
What is ISCV institutional ownership?
This page tracks ISCV positions reported by institutional investment managers through SEC Form 13F. ISHARES MORNINGSTAR SMALL-CA (ISCV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ISCV?
InsiderSet currently tracks 135 institutional managers reporting ISCV 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 ISCV shareholders.
How much ISCV stock do institutions own?
Institutional investment managers disclosed approximately $369.36M in ISCV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ISCV institutional ownership last updated?
The latest ISCV 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 ISCV 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 ISCV position after the reporting date.
Are institutions buying or selling ISCV?
Institutional buying and selling can be analyzed by comparing ISCV positions across consecutive 13F reporting periods. InsiderSet's ISCV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISCV ownership changes.
How has ISCV institutional ownership changed over time?
InsiderSet tracks ISCV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.