iShares Morningstar SM CapISCBETF
13F holders, Q1 2024 (March 31)83holders
1famous investor
$56.16avg. 13F price*
At the end of Q1 2024, 83 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings. The largest holders were Morgan Stanley ($21.1M), LPL Financial LLC ($5.1M) and Atria Wealth Solutions, Inc. ($3.6M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $5.9M |
| Exits | 2 | $23K |
Ownership 83 holders
| Morgan Stanley | 0.00% | Reduce -0.2% | 375,450 | $21.1M |
| LPL Financial LLC | 0.00% | Add +0.7% | 90,108 | $5.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +0.7% | 63,333 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 61,866 | $3.5M |
| Bank of America Corp. | 0.00% | Add +3.7% | 53,766 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +143.6% | 49,106 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -75.5% | 46,372 | $2.6M |
| Mittelman Wealth Management | 1.73% | — | 45,445 | $2.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,648 | $2.5M |
| Adams Wealth Management | 0.57% | New | 41,924 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.13% | Reduce -4.4% | 41,172 | $2.3M |
| Goldstein Advisors, LLC | 0.38% | Reduce -0.8% | 39,801 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +0.7% | 36,152 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +12.0% | 35,179 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.8% | 32,876 | $1.8M |
| Brand Asset Management Group, Inc. | 0.77% | Reduce -6.6% | 31,764 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -2.5% | 28,665 | $1.6M |
| UBS Group AG | 0.00% | Reduce -8.0% | 28,615 | $1.6M |
| Citadel Advisors | 0.00% | New | 27,994 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +0.5% | 27,022 | $1.5M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.4% | 25,710 | $1.4M |
| Choreo, LLC | 0.04% | Add +0.3% | 24,487 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.10% | Reduce -0.6% | 21,632 | $1.2M |
| Corient Private Wealth LP | 0.00% | Add +3.2% | 19,952 | $1.1M |
| Aveo Capital Partners, LLC | 0.12% | Add +1.9% | 19,978 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.1% | 19,010 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +175.5% | 16,500 | $927K |
| Richwood Investment Advisors, LLC | 0.64% | Reduce -4.7% | 12,814 | $720K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -14.4% | 11,685 | $657K |
| Raymond James & Associates | 0.00% | Add +1.7% | 10,858 | $610K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -0.4% | 10,746 | $604K |
| Private Advisor Group, LLC | 0.00% | No change | 8,683 | $488K |
| Citigroup Inc. | 0.00% | Add +4.7% | 8,616 | $484K |
| Cetera Investment Advisers | 0.00% | New | 8,553 | $481K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.0% | 8,424 | $474K |
| Parsons Capital Management Inc. | 0.03% | No change | 8,400 | $472K |
| Level Four Advisory Services, LLC | 0.03% | No change | 8,728 | $468K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.4% | 8,062 | $453K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $450K |
| New Insight Wealth Advisors | 0.28% | Add +2.9% | 7,911 | $445K |
| MML Investors Services, LLC | 0.00% | Reduce -2.1% | 7,468 | $420K |
| Mariner, LLC | 0.00% | Reduce -1.1% | 7,410 | $417K |
| Guardian Wealth Advisors, LLC / NC | 0.05% | New | 6,700 | $377K |
| Aptus Capital Advisors, LLC | 0.01% | New | 6,700 | $377K |
| Flagstar Securities, Inc. | 0.10% | Reduce -8.8% | 6,578 | $370K |
| Pps&v Asset Management Consultants, Inc. | 0.25% | Add +0.2% | 5,989 | $337K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | Add +0.1% | 5,732 | $322K |
| FMR LLC | 0.00% | Add +20.2% | 5,331 | $300K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.4% | 4,693 | $264K |
| Continuum Wealth Advisors, LLC | 0.13% | No change | 4,116 | $231K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 4,009 | $225K |
| Raymond James Trust N.A. | 0.01% | New | 3,911 | $220K |
| Litman Gregory Wealth Management LLC | 0.02% | New | 3,900 | $219K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,860 | $217K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $202K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,755 | $202K |
| Strategic Financial Planning, Inc. | 0.15% | New | 3,580 | $201K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +207.5% | 3,512 | $197K |
| Franklin Resources Inc. | 0.00% | Reduce -28.6% | 2,500 | $141K |
| Lanark Financial, Inc. | 0.01% | Add +0.1% | 2,281 | $128K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 2,140 | $120K |
| Farther Finance Advisors, LLC | 0.01% | No change | 1,552 | $86K |
| Trifecta Capital Advisors, LLC | 0.02% | New | 1,276 | $72K |
| Comerica Bank | 0.00% | Add +64.0% | 999 | $56K |
| Matrix Private Capital Group LLC | 0.03% | No change | 792 | $45K |
| NorthRock Partners, LLC | 0.00% | No change | 768 | $43K |
| Highlander Capital Management, LLC | 0.01% | No change | 608 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 574 | $30K |
| Tsfg, LLC | 0.01% | No change | 420 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 416 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 300 | $17K |
| WASHINGTON TRUST Co | 0.00% | No change | 300 | $17K |
| Global Retirement Partners, LLC | 0.00% | No change | 287 | $16K |
| Key Financial Inc | 0.00% | No change | 265 | $15K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $14K |
| Archer Investment Corp | 0.00% | No change | 208 | $12K |
| Bank of Montreal | 0.00% | New | 136 | $8K |
| Security National Bank | 0.00% | No change | 125 | $7K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.2% | 89 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $4K |
| IAG Wealth Partners, LLC | 0.00% | New | 47 | $3K |
| JPMorgan Chase & Co. | 0.00% | Add +27.8% | 46 | $3K |
| Larson Financial Group LLC | 0.00% | New | 10 | $564 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.