iShares Morningstar SM CapISCBETF
13F holders, Q4 2024 (December 31)83holders +2
6new positions
3sold out
1famous investor
$58.70avg. 13F price*
At the end of Q4 2024, 83 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings, up 2 from Q3 2024. 6 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($22.1M), LPL Financial LLC ($5.1M) and Wells Fargo & Company ($3.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $1.0M |
| Exits | 3 | $318K |
All 13F filers, Q3 2024 → Q4 2024: 58,460 shares bought and 79,584 shares sold, net −21,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Reduce -1.5% | 377,490 | $22.1M |
| LPL Financial LLC | 0.00% | Reduce -0.1% | 87,005 | $5.1M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 66,583 | $3.9M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +0.9% | 65,458 | $3.8M |
| Bank of America Corp. | 0.00% | Add +1.5% | 56,504 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +5.3% | 53,507 | $3.1M |
| Adams Wealth Management | 0.55% | Add +12.7% | 48,702 | $2.9M |
| CacheTech Inc. | 0.54% | Add +12.7% | 48,702 | $2.9M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,648 | $2.6M |
| Goldstein Advisors, LLC | 0.36% | Add +1.4% | 42,253 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.11% | Reduce -1.7% | 38,856 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.7% | 34,429 | $2.0M |
| Raymond James Financial Inc. | 0.00% | — | 33,651 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.3% | 29,167 | $1.7M |
| UBS Group AG | 0.00% | Add +5.7% | 28,983 | $1.7M |
| Brand Asset Management Group, Inc. | 0.69% | Reduce -1.6% | 28,943 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 27,135 | $1.6M |
| Perigon Wealth Management, LLC | 0.04% | Add +0.1% | 24,450 | $1.5M |
| Choreo, LLC | 0.02% | Add +0.4% | 24,522 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.4% | 23,539 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -0.3% | 21,463 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.1% | 21,319 | $1.3M |
| Aveo Capital Partners, LLC | 0.13% | Reduce -0.2% | 19,902 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.1% | 17,125 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +171.9% | 13,743 | $806K |
| Richwood Investment Advisors, LLC | 0.57% | Reduce -3.9% | 11,719 | $687K |
| JPMorgan Chase & Co. | 0.00% | Add +1.2% | 10,800 | $634K |
| Jim Saulnier & Associates, LLC | 0.53% | Add +29.0% | 10,403 | $610K |
| Citadel Advisors | 0.00% | Add +190.9% | 9,979 | $585K |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 9,405 | $552K |
| Citigroup Inc. | 0.00% | Reduce -0.0% | 8,896 | $522K |
| Mariner, LLC | 0.00% | Add +2.7% | 8,890 | $522K |
| Level Four Advisory Services, LLC | 0.02% | No change | 8,728 | $512K |
| Cetera Investment Advisers | 0.00% | Reduce -0.2% | 8,540 | $501K |
| Parsons Capital Management Inc. | 0.03% | No change | 8,400 | $493K |
| Opulen Financial Group LLC | 0.45% | — | 8,374 | $491K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.6% | 8,284 | $486K |
| Susquehanna International Group, LLP | 0.00% | Reduce -86.4% | 8,071 | $473K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.0% | 7,922 | $465K |
| New Insight Wealth Advisors | 0.23% | Reduce -2.3% | 7,820 | $459K |
| FMR LLC | 0.00% | Add +4.9% | 6,975 | $409K |
| Flagstar Securities, Inc. | 0.10% | Add +0.4% | 6,629 | $389K |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 6,287 | $369K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | Reduce -1.1% | 5,678 | $338K |
| Pps&v Asset Management Consultants, Inc. | 0.23% | No change | 5,755 | $338K |
| Apexium Financial, LP | 0.02% | New | 5,240 | $307K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +10.7% | 5,082 | $298K |
| Continuum Wealth Advisors, LLC | 0.12% | No change | 4,116 | $241K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.0% | 4,039 | $237K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.3% | 3,972 | $233K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 3,970 | $233K |
| Envestnet Asset Management Inc. | 0.00% | New | 3,944 | $231K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 3,860 | $226K |
| Creative Planning | 0.00% | No change | 3,722 | $218K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,700 | $217K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $211K |
| Strategic Financial Planning, Inc. | 0.14% | No change | 3,580 | $210K |
| Merit Financial Group, LLC | 0.00% | Reduce -6.8% | 3,517 | $206K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,428 | $201K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $147K |
| Jones Financial Companies LLLP | 0.00% | Add +63.1% | 1,783 | $105K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,552 | $91K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,276 | $75K |
| Principal Securities, Inc. | 0.00% | Add +187.5% | 1,196 | $70K |
| Matrix Private Capital Group LLC | 0.03% | No change | 792 | $46K |
| Cwm, LLC | 0.00% | New | 787 | $46K |
| NorthRock Partners, LLC | 0.00% | No change | 768 | $45K |
| Comerica Bank | 0.00% | Reduce -28.6% | 713 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 574 | $34K |
| Key Financial Inc | 0.01% | Reduce -10.5% | 552 | $32K |
| Tsfg, LLC | 0.01% | No change | 420 | $25K |
| Synergy Investment Management, LLC | 0.01% | — | 400 | $23K |
| NewEdge Advisors, LLC | 0.00% | No change | 391 | $23K |
| ORG Partners LLC | 0.00% | New | 360 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 300 | $18K |
| Global Retirement Partners, LLC | 0.00% | No change | 287 | $17K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $14K |
| Archer Investment Corp | 0.00% | No change | 208 | $12K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.1% | 90 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 10 | $595 |
| Lanark Financial, Inc. | 0.01% | — | 2 | $127 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.