ISHARES MORNINGSTAR SMALL-CA (ISCV) Institutional Shareholders
ISHARES MORNINGSTAR SMALL-CA (ISCV) 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 $349.78M in ISCV holdings during the latest filing period.
Exchange Traded Concepts, Llc is currently the largest disclosed institutional shareholder of ISCV tracked by InsiderSet, reporting ownership valued at approximately $86.62M 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 $87.91M, representing an estimated gain of +1.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
126
Total Reported Value
$349.78M
Largest Holder
Exchange Traded Concepts, Llc
Largest Position
$86.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
145
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 | 0.43% | 1,105,961 | $86,617,207 | $87,912,840 | +$1,295,633 | +1.50% | |
| Morgan Stanley | 0.00% | 299,793 | $20,838,700 | $23,830,546 | +$2,991,846 | +14.36% | |
| Vaughan & Co Securities, Inc. | 10.66% | 293,423 | $20,395,820 | $23,324,194 | +$2,928,374 | +14.36% | |
| Focus Partners Wealth | 0.02% | 288,137 | $20,028,459 | $22,904,010 | +$2,875,551 | +14.36% | |
| Royal Bank Of Canada | 0.00% | 234,525 | $16,302,000 | $18,642,392 | +$2,340,392 | +14.36% | |
| Lpl Financial Llc | 0.00% | 226,955 | $15,775,617 | $18,040,653 | +$2,265,036 | +14.36% | |
| Steele Capital Management, Inc. | 0.55% | 189,142 | $14,813,433 | $15,034,898 | +$221,465 | +1.50% | |
| Bank Of America Corp | 0.00% | 201,871 | $14,032,051 | $16,046,726 | +$2,014,675 | +14.36% | |
| Wells Fargo & Company/Mn | 0.00% | 148,789 | $10,342,360 | $11,827,238 | +$1,484,878 | +14.36% | |
| Envestnet Asset Management Inc | 0.00% | 133,805 | $9,300,764 | $10,636,159 | +$1,335,395 | +14.36% | |
| Ubs Group Ag | 0.00% | 132,478 | $9,208,546 | $10,530,676 | +$1,322,130 | +14.36% | |
| Granville Capital, Inc. | 4.33% | 119,235 | $8,288,021 | $9,477,990 | +$1,189,969 | +14.36% | |
| Raymond James Financial Inc | 0.00% | 111,685 | $7,763,252 | $8,877,841 | +$1,114,589 | +14.36% | |
| Cetera Investment Advisers | 0.01% | 102,633 | $7,134,040 | $8,158,297 | +$1,024,257 | +14.36% | |
| Mb Generational Wealth, Llc | 3.34% | 86,870 | $6,803,528 | $6,905,296 | +$101,768 | +1.50% | |
| Ipsen Advisor Group Llc | 2.82% | 55,971 | $4,383,550 | $4,449,135 | +$65,585 | +1.50% | |
| Advisory Services Network, Llc | 0.05% | 58,356 | $4,056,356 | $4,638,718 | +$582,362 | +14.36% | |
| Commonwealth Equity Services, Llc | 0.01% | 51,648 | $4,045,020 | $4,105,500 | +$60,480 | +1.50% | |
| Aptus Capital Advisors, Llc | 0.03% | 57,300 | $3,982,923 | $4,554,777 | +$571,854 | +14.36% | |
| Chicago Partners Investment Group Llc | 0.08% | 49,964 | $3,909,968 | $3,971,638 | +$61,670 | +1.58% | |
| Kestra Advisory Services, Llc | 0.01% | 46,552 | $3,645,904 | $3,700,418 | +$54,514 | +1.50% | |
| Rodgers & Associates, Ltd | 0.29% | 40,697 | $3,187,289 | $3,235,005 | +$47,716 | +1.50% | |
| Viewpoint Capital Management Llc | 1.47% | 45,394 | $3,155,337 | $3,608,369 | +$453,032 | +14.36% | |
| Ameriprise Financial Inc | 0.00% | 38,406 | $2,669,622 | $3,052,893 | +$383,271 | +14.36% | |
| Captrust Financial Advisors | 0.00% | 34,730 | $2,414,074 | $2,760,688 | +$346,614 | +14.36% | |
| Prosperity Consulting Group, Llc | 0.11% | 34,637 | $2,407,618 | $2,753,295 | +$345,677 | +14.36% | |
| Hub Investment Partners, Llc | 0.04% | 30,000 | $2,349,555 | $2,384,700 | +$35,145 | +1.50% | |
| Iht Wealth Management, Llc | 0.05% | 33,664 | $2,340,009 | $2,675,951 | +$335,942 | +14.36% | |
| Ep Wealth Advisors, Llc | 0.01% | 33,628 | $2,337,482 | $2,673,090 | +$335,608 | +14.36% | |
| Twin Cities Retirement Group Llc | 1.88% | 28,028 | $2,195,076 | $2,227,946 | +$32,870 | +1.50% | |
| Perennial Investment Advisors, Llc | 0.15% | 27,895 | $1,938,970 | $2,217,374 | +$278,404 | +14.36% | |
| D.A. Davidson & Co. | 0.01% | 20,330 | $1,592,284 | $1,616,032 | +$23,748 | +1.49% | |
| Equitable Holdings, Inc. | 0.01% | 20,730 | $1,420,005 | $1,647,828 | +$227,823 | +16.04% | |
| Lri Investments, Llc | 0.11% | 17,976 | $1,407,853 | $1,428,912 | +$21,059 | +1.50% | |
| Black Diamond Financial, Llc | 0.15% | 19,629 | $1,364,412 | $1,560,309 | +$195,897 | +14.36% | |
| Sgl Investment Advisors, Inc. | 0.44% | 15,951 | $1,185,269 | $1,267,945 | +$82,676 | +6.98% | |
| Fifth Third Bancorp | 0.00% | 16,836 | $1,170,282 | $1,338,294 | +$168,012 | +14.36% | |
| Mariner, Llc | 0.00% | 15,631 | $1,086,479 | $1,242,508 | +$156,029 | +14.36% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 13,113 | $911,479 | $1,042,352 | +$130,873 | +14.36% | |
| Independent Advisor Alliance | 0.01% | 12,695 | $882,415 | $1,009,126 | +$126,711 | +14.36% | |
| Key Financial Inc | 0.14% | 11,012 | $862,443 | $875,344 | +$12,901 | +1.50% | |
| Merit Financial Group, Llc | 0.01% | 10,558 | $826,830 | $839,255 | +$12,425 | +1.50% | |
| Abel Hall, Llc | 0.14% | 10,172 | $796,656 | $808,572 | +$11,916 | +1.50% | |
| Kelly Financial Group Llc | 0.15% | 8,573 | $671,425 | $681,468 | +$10,043 | +1.50% | |
| Highpoint Advisor Group Llc | 0.03% | 9,631 | $669,450 | $765,568 | +$96,118 | +14.36% | |
| Mill Creek Capital Advisors, Llc | 0.01% | 9,399 | $653,324 | $747,127 | +$93,803 | +14.36% | |
| Pacific Sun Financial Corp | 0.31% | 9,319 | $647,764 | $740,767 | +$93,003 | +14.36% | |
| Jane Street Group, Llc | 0.00% | 8,778 | $610,159 | $697,763 | +$87,604 | +14.36% | |
| Courage Miller Partners, Llc | 0.14% | 6,897 | $540,163 | $548,243 | +$8,080 | +1.50% | |
| Jones Financial Companies Lllp | 0.00% | 7,752 | $528,221 | $616,206 | +$87,985 | +16.66% |
Frequently asked questions about ISCV
Who owns the most ISCV stock?
The largest holders of ISCV 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 (ISCV).
Is ISCV widely held by superinvestors?
Many widely followed stocks like ISCV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISCV 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.