iShares Morningstar SM CapISCBETF
13F holders, Q2 2026 (June 30)88holders +2
8new positions
5sold out
1famous investor
$75.49avg. 13F price*
At the end of Q2 2026, 88 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings, up 2 from Q1 2026. 8 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($26.4M), Cetera Investment Advisers ($20.5M) and LPL Financial LLC ($15.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Morningstar SM Cap
- CUSIP
- 464288505
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.6M |
| Exits | 5 | $1.4M |
All 13F filers, Q1 2026 → Q2 2026: 53,402 shares bought and 55,647 shares sold, net −2,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Morgan Stanley | 0.00% | Reduce -1.0% | 349,227 | $26.4M |
| Cetera Investment Advisers | 0.02% | Add +0.6% | 271,969 | $20.5M |
| LPL Financial LLC | 0.00% | Add +4.4% | 198,078 | $15.0M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 72,111 | $5.4M |
| Bank of America Corp. | 0.00% | Add +0.6% | 63,984 | $4.8M |
| Goldstein Advisors, LLC | 0.25% | Reduce -2.3% | 36,131 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -5.6% | 34,130 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.1% | 33,640 | $2.5M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 29,413 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce 0.0% | 26,647 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -14.5% | 26,509 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.5% | 26,267 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 25,966 | $2.0M |
| Choreo, LLC | 0.02% | Add +0.3% | 25,010 | $1.9M |
| Ameriprise Financial Inc. | 0.00% | Add +1.7% | 22,567 | $1.7M |
| UBS Group AG | 0.00% | Reduce -2.9% | 21,740 | $1.6M |
| Brand Asset Management Group, Inc. | 0.35% | Reduce -1.9% | 21,119 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.8% | 20,184 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +71.1% | 19,907 | $1.5M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -1.4% | 19,651 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.4% | 17,214 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +70.2% | 12,208 | $915K |
| Perigon Wealth Management, LLC | 0.01% | Add +17.4% | 10,940 | $826K |
| Osaic Holdings, Inc. | 0.00% | Add +8.8% | 10,299 | $778K |
| Richwood Investment Advisors, LLC | 0.47% | Reduce -2.5% | 8,934 | $675K |
| Legacy Wealth Partners, LLC | 0.14% | Reduce -1.9% | 8,463 | $639K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $604K |
| FMR LLC | 0.00% | Add +0.6% | 7,776 | $587K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -7.7% | 7,748 | $585K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 6,926 | $523K |
| Mariner, LLC | 0.00% | Reduce -3.1% | 6,477 | $489K |
| Opulen Financial Group LLC | 0.30% | Add +0.3% | 6,216 | $469K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,180 | $467K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 6,099 | $461K |
| Brighton Jones LLC | 0.01% | New | 6,018 | $454K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 5,956 | $450K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.0% | 5,833 | $440K |
| Pps&v Asset Management Consultants, Inc. | 0.23% | No change | 5,755 | $435K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 5,446 | $411K |
| New Insight Wealth Advisors | 0.11% | Reduce -12.0% | 4,880 | $368K |
| Jim Saulnier & Associates, LLC | 0.15% | Reduce -52.4% | 4,836 | $365K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | No change | 4,777 | $361K |
| Merit Financial Group, LLC | 0.00% | Add +32.9% | 4,692 | $354K |
| Flagstar Securities, Inc. | 0.10% | Add +0.2% | 4,348 | $328K |
| Pathway Financial Advisors LLC | 0.04% | No change | 4,350 | $326K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 4,110 | $310K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.3% | 4,041 | $305K |
| Creative Planning | 0.00% | No change | 3,923 | $296K |
| Equitable Holdings, Inc. | 0.00% | Reduce -0.4% | 3,840 | $290K |
| Susquehanna International Group, LLP | 0.00% | Reduce -65.0% | 3,750 | $283K |
| Fifth Third Bancorp | 0.00% | No change | 3,645 | $275K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $272K |
| Strategic Financial Planning, Inc. | 0.14% | Add +211.6% | 3,580 | $270K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 3,541 | $264K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.1% | 3,226 | $244K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,184 | $240K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,088 | $233K |
| Schneider Downs Wealth Management Advisors, LP | 0.02% | New | 3,040 | $230K |
| Principal Securities, Inc. | 0.00% | New | 2,998 | $226K |
| Compass Ion Advisors, LLC | 0.02% | New | 2,936 | $222K |
| Savant Capital, LLC | 0.00% | New | 2,858 | $216K |
| Sage Financial Group Inc. | 0.01% | New | 2,685 | $203K |
| Lanark Financial, Inc. | 0.01% | No change | 2,325 | $176K |
| Key Financial Inc | 0.03% | Add +28.3% | 2,320 | $175K |
| John A. Wolfe & Associates, Inc. | 0.23% | No change | 2,240 | $169K |
| Private Trust Co. NA | 0.01% | No change | 2,135 | $161K |
| Citigroup Inc. | 0.00% | Add +0.7% | 2,111 | $159K |
| WPG Advisers, LLC | 0.07% | No change | 1,616 | $122K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,552 | $117K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,378 | $104K |
| Matrix Private Capital Group LLC | 0.03% | No change | 792 | $60K |
| Assetmark, Inc. | 0.00% | Reduce -12.8% | 778 | $59K |
| Larson Financial Group LLC | 0.00% | Add +6390.0% | 649 | $49K |
| Sfam, LLC | 0.04% | No change | 629 | $47K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 574 | $43K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 561 | $42K |
| Asset Dedication, LLC | 0.00% | New | 518 | $39K |
| Tsfg, LLC | 0.00% | No change | 420 | $32K |
| Synergy Investment Management, LLC | 0.01% | No change | 400 | $30K |
| Harbour Investments, Inc. | 0.00% | No change | 374 | $28K |
| Cape Investment Advisory, Inc. | 0.01% | New | 300 | $23K |
| Global Retirement Partners, LLC | 0.00% | — | 287 | $22K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $19K |
| Bank of Montreal | 0.00% | No change | 143 | $11K |
| IAG Wealth Partners, LLC | 0.00% | No change | 93 | $7K |
| Spire Wealth Management | 0.00% | No change | 91 | $7K |
| Vanguard Advisers Inc. | 0.00% | No change | 64 | $5K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -96.7% | 3 | $254 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.