Who owns iShares Morningstar Small Value?
- Ticker: ISCV
- CUSIP Number: 464288703
Tip: Access positions for across all investors
Analyze quarterly positions in iShares Morningstar Small Value with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of iShares Morningstar Small Value stock
Who bought or sold iShares Morningstar Small Value this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 439k | $27M | -6% | Mar 2024 |
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| Vaughan And Company Securities | 255k | $16M | 1% | Mar 2024 |
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| Bank of America Corporation | 231k | $14M | 12% | Mar 2024 |
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| Steele Capital Management | 192k | $12M | -2% | Mar 2024 |
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| Matrix Trust | 191k | $12M | -2% | Mar 2024 |
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| Royal Bank of Canada | 132k | $8.1M | 18% | Mar 2024 |
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| Raymond James Financial Services Advisors | 119k | $7.3M | -9% | Mar 2024 |
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| Wells Fargo & Company | 115k | $7.0M | -2% | Mar 2024 |
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| UBS Group | 94k | $5.8M | -3% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 89k | $5.4M | 6% | Mar 2024 |
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| LPL Financial | 83k | $5.1M | -7% | Mar 2024 |
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| Merriman Wealth Management | 83k | $5.1M | -16% | Mar 2024 |
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| H D Vest Advisory Services | 62k | $3.8M | -13% | Mar 2024 |
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| Chicago Partners Investment | 53k | $3.1M | 0% | Mar 2024 |
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| EisnerAmper Wealth Management Corporate Benefits | 52k | $3.0M | -8% | Dec 2023 |
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| Prosperity Consulting Group | 50k | $3.1M | 100% | Mar 2024 |
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| Viewpoint Capital Management | 46k | $2.8M | 0% | Mar 2024 |
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| Goldman Sachs Group | 43k | $2.7M | 0% | Mar 2024 |
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| Captrust Financial Advisors | 40k | $2.4M | -28% | Mar 2024 |
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| Ameriprise Financial | 37k | $2.2M | 78% | Mar 2024 |
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| Commonwealth Equity Services | 35k | $2.2M | 0% | Mar 2024 |
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| Kestra Advisory Services | 35k | $2.1M | 9% | Dec 2023 |
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| Cambridge Investment Research Advisors | 33k | $2.0M | -4% | Mar 2024 |
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| Rodgers & Associates | 33k | $2.0M | 4% | Mar 2024 |
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| Susquehanna International | 25k | $1.5M | 46% | Mar 2024 |
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| MB Generational Wealth | 23k | $1.4M | 0% | Mar 2024 |
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| CI Private Wealth | 23k | $1.4M | 3% | Mar 2024 |
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| Kohmann Bosshard Financial Services | 20k | $1.2M | 0% | Mar 2024 |
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| Jackson Creek Investment Advisors | 20k | $1.2M | -13% | Mar 2024 |
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| Brian McDonald | 18k | $1.1M | 0% | Mar 2024 |
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| Citadel Advisors | 17k | $1.0M | 100% | Mar 2024 |
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| D.A. Davidson & Co. | 17k | $1.0M | 4% | Mar 2024 |
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| Mariner Wealth Advisors | 16k | $1.0M | 0% | Mar 2024 |
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| Merit Financial Group | 16k | $963k | -5% | Mar 2024 |
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| MONECO Advisors | 15k | $944k | -2% | Mar 2024 |
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| Janney Montgomery Scott | 15k | $886k | -3% | Mar 2024 |
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| Panoramic Investment Advisors | 13k | $817k | -1% | Mar 2024 |
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| Advisor Group Holdings | 12k | $750k | -1% | Mar 2024 |
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| Pacific Sun Financial Corp | 12k | $741k | 0% | Mar 2024 |
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| Gts Securities | 12k | $741k | 100% | Mar 2024 |
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| Black Diamond Financial | 11k | $644k | 0% | Mar 2024 |
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| Mercer Global Advisors | 11k | $657k | -1% | Mar 2024 |
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| Courage Miller Partners | 11k | $641k | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 9.3k | $566k | 2% | Mar 2024 |
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| Dynamic Advisors Solutions | 8.4k | $517k | -4% | Mar 2024 |
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| Raymond James & Associates | 7.0k | $426k | -1% | Mar 2024 |
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| Tower Research Capital | 6.3k | $383k | -55% | Mar 2024 |
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| Envestnet Asset Management | 6.1k | $373k | -12% | Mar 2024 |
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| Citigroup | 6.1k | $373k | 7% | Mar 2024 |
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| Transcend Wealth Collective | 5.9k | $362k | 0% | Mar 2024 |
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| Towerpoint Wealth | 5.7k | $347k | 0% | Mar 2024 |
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| Madison Wealth Partners | 5.5k | $340k | 0% | Mar 2024 |
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| HighTower Advisors | 5.5k | $339k | 0% | Mar 2024 |
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| Perennial Investment Advisors | 5.3k | $324k | -47% | Mar 2024 |
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| Argent Trust | 4.9k | $299k | 0% | Mar 2024 |
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| Nbc Securities | 4.8k | $295k | 4% | Mar 2024 |
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| Lincoln National | 4.7k | $288k | -22% | Mar 2024 |
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| Essex Financial Services | 4.7k | $285k | 0% | Mar 2024 |
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| Dfpg Investments | 4.6k | $266k | -4% | Dec 2023 |
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| FMR | 4.5k | $277k | 136% | Mar 2024 |
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| Sigma Planning | 4.5k | $273k | 1% | Mar 2024 |
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| Creative Planning | 4.1k | $251k | 0% | Mar 2024 |
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| Private Advisor | 3.8k | $232k | 100% | Mar 2024 |
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| CWM | 3.7k | $226k | 0% | Mar 2024 |
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| Geneos Wealth Management | 3.7k | $224k | -10% | Mar 2024 |
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| Sage Financial | 3.4k | $209k | 0% | Mar 2024 |
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| Barrett & Company | 3.1k | $189k | 0% | Mar 2024 |
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| Harbour Investments | 2.7k | $160k | -10% | Dec 2023 |
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| City State Bank | 2.2k | $134k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 2.1k | $127k | -76% | Mar 2024 |
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| Key FInancial | 1.9k | $116k | 137% | Mar 2024 |
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| Smartleaf Asset Management | 1.8k | $108k | -1% | Mar 2024 |
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| Global Financial Private Client | 1.8k | $109k | 0% | Mar 2024 |
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| Proequities | 1.8k | $109M | -12% | Mar 2024 |
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| Principal Securities | 1.5k | $91k | 196% | Mar 2024 |
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| Private Trust Co Na | 1.4k | $86k | 0% | Mar 2024 |
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| Capital Investment Advisory Services | 1.2k | $73k | 0% | Mar 2024 |
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| Sunbelt Securities | 1.1k | $66k | 148% | Mar 2024 |
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| Bartlett & Co. | 882.00 | $53k | 100% | Dec 2023 |
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| Laurel Wealth Advisors | 840.00 | $51k | 0% | Mar 2024 |
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| Cedar Mountain Advisors | 831.00 | $51k | 0% | Mar 2024 |
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| Harbor Investment Advisory | 759.00 | $47k | -34% | Mar 2024 |
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| Rise Advisors | 643.00 | $39k | 0% | Mar 2024 |
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| Archer Investment Corp | 468.00 | $29k | 0% | Mar 2024 |
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| D. J. St. Germain | 351.00 | $21k | 0% | Dec 2023 |
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| Coastal Investment Advisors | 350.00 | $21k | 100% | Mar 2024 |
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| Retirement Group | 279.00 | $17k | 0% | Mar 2024 |
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| O'shaughnessy Asset Management | 270.00 | $17k | 0% | Mar 2024 |
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| New England Capital Financial Advisors | 264.00 | $16k | 0% | Mar 2024 |
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| Absolute Investment Management | 222.00 | $14k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 222.00 | $14k | 0% | Mar 2024 |
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| Sandy Spring Bank | 204.00 | $13k | 0% | Mar 2024 |
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| Eagle Bay Advisors | 204.00 | $13k | 100% | Mar 2024 |
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| Spire Wealth Management | 200.00 | $12k | 0% | Mar 2024 |
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| MGB Wealth Management | 175.00 | $11k | 0% | Mar 2024 |
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| Eukles Asset Management | 117.00 | $7.2k | 0% | Mar 2024 |
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| Assetmark | 87.00 | $5.3k | -5% | Mar 2024 |
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| Russell Investments | 81.00 | $5.0k | -30% | Mar 2024 |
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| William Blair $ Company | 80.00 | $4.9k | -11% | Mar 2024 |
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| SRS Capital Advisors | 76.00 | $4.5k | 1% | Dec 2023 |
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| Parkside Financial Bank & Trust | 72.00 | $4.4k | 0% | Mar 2024 |
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| Global Retirement Partners | 42.00 | $2.6k | 0% | Mar 2024 |
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Who sold out of iShares Morningstar Small Value?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Frank. Day | Dec 2023 | 18k | $1.1M |
| SevenOneSeven Capital Management | Sep 2023 | 2.8k | $140k |
| Intrepid Capital Management | Sep 2023 | 1.2k | $63k |
| Bartlett & Co. Wealth Management | Dec 2023 | 882.00 | $53k |
| Advisory Services Network | Dec 2023 | 594.00 | $35k |
| AdvisorNet Financial | Dec 2023 | 477.00 | $28k |
| Rockbridge Investment Management, LCC | Dec 2023 | 170.00 | $10k |
| Creative Financial Designs | Dec 2023 | 169.00 | $10k |