Who owns iShares Morningstar Small Growth?
- Ticker: ISCG
- CUSIP Number: 464288604
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Small Growth with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Small Growth stock
Who bought or sold iShares Morningstar Small Growth this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.2M | $58M | -7% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 417k | $19M | 5% | Mar 2024 |
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| Colony | 364k | $17M | 32% | Mar 2024 |
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| Morgan Stanley | 350k | $16M | -14% | Mar 2024 |
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| LPL Financial | 334k | $16M | 60% | Mar 2024 |
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| Gallagher Fiduciary Advisors | 332k | $15M | -2% | Mar 2024 |
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| Atria Investments | 327k | $14M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 317k | $15M | -4% | Mar 2024 |
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| Wells Fargo & Company | 234k | $11M | 4% | Mar 2024 |
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| Ameriprise Financial | 186k | $8.7M | 31% | Mar 2024 |
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| CWM | 149k | $6.9M | 5% | Mar 2024 |
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| Steele Capital Management | 146k | $6.8M | -3% | Mar 2024 |
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| Matrix Trust | 146k | $6.8M | -3% | Mar 2024 |
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| Opes Wealth Management | 105k | $4.9M | -2% | Mar 2024 |
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| Black Diamond Financial | 85k | $3.7M | 0% | Mar 2024 |
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| Raymond James Financial Services Advisors | 82k | $3.8M | -4% | Mar 2024 |
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| Commonwealth Equity Services | 80k | $3.7M | -3% | Mar 2024 |
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| Advisor Group Holdings | 76k | $3.5M | 6% | Mar 2024 |
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| NorthStar Asset Management | 70k | $3.3M | 7% | Mar 2024 |
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| UBS Group | 67k | $3.1M | -1% | Mar 2024 |
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| Atria Wealth Solutions | 66k | $3.1M | 4% | Mar 2024 |
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| IAG Wealth Partners | 66k | $3.1M | 5% | Mar 2024 |
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| Certified Advisory Corp | 64k | $3.0M | 3% | Mar 2024 |
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| Members Advisory Group | 61k | $2.9M | 3% | Mar 2024 |
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| Mariner Wealth Advisors | 58k | $2.7M | 11% | Mar 2024 |
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| Level Four Advisory Services | 47k | $2.1M | 0% | Mar 2024 |
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| HighTower Advisors | 44k | $2.1M | 6% | Mar 2024 |
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| Royal Bank of Canada | 42k | $2.0M | -54% | Mar 2024 |
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| Raymond James & Associates | 39k | $1.8M | -4% | Mar 2024 |
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| Asset Allocation Strategies | 38k | $1.8M | 19% | Mar 2024 |
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| Goldman Sachs Group | 35k | $1.6M | 0% | Mar 2024 |
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| Envestnet Asset Management | 34k | $1.6M | 34% | Mar 2024 |
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| Rodgers & Associates | 33k | $1.5M | 0% | Mar 2024 |
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| Shelton Wealth Management | 33k | $1.5M | -36% | Mar 2024 |
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| Ieq Capital | 32k | $1.5M | 0% | Mar 2024 |
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| CI Private Wealth | 29k | $1.3M | 0% | Mar 2024 |
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| Global Retirement Partners | 27k | $1.2M | -7% | Mar 2024 |
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| BEAM Asset Management | 27k | $1.2M | 0% | Mar 2024 |
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| Vaughan And Company Securities | 25k | $1.2M | 0% | Mar 2024 |
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| Stifel Financial | 23k | $1.1M | -15% | Mar 2024 |
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| Cambridge Investment Research Advisors | 23k | $1.1M | 176% | Mar 2024 |
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| Flagship Harbor Advisors | 22k | $1.0M | 21% | Mar 2024 |
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| Creative Financial Designs | 22k | $1.0M | -76% | Mar 2024 |
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| Phoenix Wealth Advisors | 20k | $946k | 29% | Mar 2024 |
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| Merit Financial Group | 19k | $843k | -10% | Mar 2024 |
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| Private Advisor | 19k | $867k | 1% | Mar 2024 |
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| Susquehanna International | 17k | $776k | 7% | Mar 2024 |
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| Courage Miller Partners | 15k | $717k | -1% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 15k | $706k | -21% | Mar 2024 |
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| Mittelman Wealth Management | 15k | $699k | 100% | Mar 2024 |
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| Frank. Day | 15k | $683k | -71% | Mar 2024 |
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| Visionary Wealth Advisors | 15k | $674k | -16% | Mar 2024 |
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| Crescent Grove Advisors | 14k | $668k | 0% | Mar 2024 |
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| Creative Planning | 14k | $661k | 4% | Mar 2024 |
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| Private Wealth Strategies | 13k | $622k | 0% | Mar 2024 |
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| Silver Oak Securities | 12k | $560k | 0% | Mar 2024 |
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| Citadel Advisors | 11k | $524k | -41% | Mar 2024 |
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| Change Path | 11k | $480k | -2% | Dec 2023 |
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| Northern Trust | 11k | $499k | -1% | Mar 2024 |
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| Chas. P. Smith & Associates, PA, CPA's | 11k | $498k | -2% | Mar 2024 |
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| Adell, Harriman, & Carpenter | 8.8k | $410k | 0% | Mar 2024 |
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| Pathstone Holdings | 8.7k | $403k | 52% | Mar 2024 |
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| Breakwater Capital Group | 8.1k | $376k | -2% | Mar 2024 |
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| CIBC World Markets | 7.9k | $370k | 0% | Mar 2024 |
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| Madison Wealth Partners | 7.8k | $362k | 0% | Mar 2024 |
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| Goss Wealth Management | 7.8k | $361k | 1247% | Mar 2024 |
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| Key FInancial | 6.5k | $300k | 24% | Mar 2024 |
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| Aspire Wealth Management Corp | 6.4k | $298k | -1% | Mar 2024 |
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| Brian McDonald | 6.3k | $293k | -1% | Mar 2024 |
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| Davenport & Co | 6.2k | $289k | 0% | Mar 2024 |
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| Captrust Financial Advisors | 6.0k | $281k | -69% | Mar 2024 |
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| Kestra Advisory Services | 5.9k | $258k | 100% | Dec 2023 |
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| TFB Advisors | 5.6k | $246k | 100% | Mar 2024 |
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| Signature Securities Group Corporation | 5.4k | $250k | -12% | Mar 2024 |
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| MAI Wealth Advisors | 5.3k | $245k | 9% | Mar 2024 |
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| Jane Street | 5.2k | $242k | 100% | Mar 2024 |
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| Raymond James Trust | 5.1k | $238k | 0% | Mar 2024 |
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| Citigroup | 5.0k | $234k | -6% | Mar 2024 |
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| Towerpoint Wealth | 5.0k | $233k | 0% | Mar 2024 |
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| LexAurum Advisors | 4.9k | $215k | -62% | Dec 2023 |
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| Principal Securities | 4.8k | $225k | 68% | Mar 2024 |
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| Prospera Financial Services | 4.7k | $207k | -72% | Dec 2023 |
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| Ellis Investment Partners | 4.5k | $207k | 100% | Mar 2024 |
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| FMR | 4.4k | $207k | 105% | Mar 2024 |
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| AdvisorNet Financial | 4.1k | $190k | -5% | Mar 2024 |
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| Cape Investment Advisory | 3.4k | $150k | 0% | Dec 2023 |
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| IFP Advisors | 3.3k | $146k | 0% | Dec 2023 |
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| Ritter Daniher Financial Advisory LLC / DE | 3.3k | $153k | 3% | Mar 2024 |
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| Lisa Snider | 3.3k | $152k | 0% | Mar 2024 |
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| Harbour Investments | 2.4k | $107k | 0% | Dec 2023 |
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| Private Trust Co Na | 2.0k | $91k | -37% | Mar 2024 |
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| Tompkins Financial Corp | 1.9k | $91k | 0% | Mar 2024 |
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| Smartleaf Asset Management | 1.8k | $79k | -3% | Mar 2024 |
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| Steward Partners Investment Advisory | 1.6k | $75k | 243% | Mar 2024 |
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| Laurel Wealth Advisors | 1.4k | $66k | 0% | Mar 2024 |
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| Concord Wealth Partners | 1.4k | $65k | 100% | Mar 2024 |
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| Us Bancorp | 1.4k | $63k | 0% | Mar 2024 |
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| Qube Research & Technologies | 1.2k | $56k | -66% | Mar 2024 |
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| Ronald Blue Trust | 1.1k | $52k | 100% | Mar 2024 |
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| Archer Investment Corp | 1.1k | $51k | 0% | Mar 2024 |
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| Benjamin F. Edwards & Company | 910.00 | $42k | 0% | Mar 2024 |
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| Assetmark | 754.00 | $35k | 0% | Mar 2024 |
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| Asset Dedication | 695.00 | $32k | 0% | Mar 2024 |
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| William Blair $ Company | 660.00 | $31k | 0% | Mar 2024 |
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| Nbc Securities | 486.00 | $22k | -7% | Mar 2024 |
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| Farther Finance Advisors | 465.00 | $21k | 761% | Mar 2024 |
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| Manchester Capital Management | 390.00 | $18k | 0% | Mar 2024 |
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| MCF Advisors | 343.00 | $16k | 0% | Mar 2024 |
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| Bank Of Montreal | 336.00 | $16k | 100% | Mar 2024 |
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| Tyler-Stone Wealth Management | 300.00 | $14k | 0% | Mar 2024 |
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| North Star Investment Management | 231.00 | $11k | 100% | Mar 2024 |
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| Transamerica Financial Advisors | 228.00 | $11k | -98% | Mar 2024 |
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| Lowe fs | 210.00 | $9.8k | 0% | Mar 2024 |
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| MGB Wealth Management | 200.00 | $9.3k | 100% | Mar 2024 |
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| Atlantic Trust | 180.00 | $8.3k | 100% | Mar 2024 |
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| Webster Bank, N. A. | 150.00 | $7.0k | 0% | Mar 2024 |
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| Gleason Group | 126.00 | $5.9k | 0% | Mar 2024 |
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| Geneos Wealth Management | 86.00 | $4.0k | 0% | Mar 2024 |
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| Cherry Tree Wealth Management | 76.00 | $3.5k | 0% | Mar 2024 |
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| Investors Research Corp | 72.00 | $3.4k | 0% | Mar 2024 |
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| Aptus Capital Advisors | 57.00 | $2.7k | -82% | Mar 2024 |
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| Central Pacific Bank - Trust Division | 48.00 | $2.2k | 100% | Mar 2024 |
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| TSFG | 30.00 | $999.999000 | 0% | Mar 2024 |
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| Wetzel Investment Advisors | 30.00 | $1.3k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 18.00 | $838.000800 | -99% | Mar 2024 |
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| Huntington National Bank | 1.00 | $47.000000 | 0% | Mar 2024 |
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Who sold out of iShares Morningstar Small Growth?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Tempus Wealth Planning | Dec 2023 | 33k | $1.4M |
| Clarus Wealth Advisors | Dec 2023 | 31k | $1.3M |
| Summit Global Investments | Dec 2023 | 13k | $563k |
| GUNN & Co INVESTMENT MANAGEMENT | Dec 2023 | 11k | $478k |
| AE Wealth Management | Dec 2023 | 6.3k | $271k |
| Arkadios Wealth Advisors | Dec 2023 | 4.7k | $209k |
| Advisory Services Network | Dec 2023 | 2.4k | $105k |
| McClarren Financial Advisors | Dec 2023 | 475.00 | $21k |
| Mendota Financial Group | Dec 2023 | 11.00 | $484.000000 |