iShares Morningstar SM CapISCBETF
13F holders, Q1 2025 (March 31)80holders −3
5new positions
7sold out
1famous investor
$54.19avg. 13F price*
At the end of Q1 2025, 80 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings, down 3 from Q4 2024. 5 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($19.8M), LPL Financial LLC ($4.6M) and Atria Wealth Solutions, Inc. ($3.8M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.5M |
| Exits | 7 | $2.5M |
All 13F filers, Q4 2024 → Q1 2025: 67,001 shares bought and 99,017 shares sold, net −32,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Morgan Stanley | 0.00% | Reduce -3.1% | 365,723 | $19.8M |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 84,293 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +6.3% | 69,615 | $3.8M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 69,314 | $3.8M |
| Bank of America Corp. | 0.00% | Add +2.2% | 57,761 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -1.3% | 52,816 | $2.9M |
| Adams Wealth Management | 0.52% | Add +0.6% | 48,985 | $2.7M |
| CacheTech Inc. | 0.52% | Add +0.6% | 48,985 | $2.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,648 | $2.4M |
| Goldstein Advisors, LLC | 0.33% | Reduce -1.2% | 41,757 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.2% | 38,277 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.10% | Reduce -1.6% | 38,250 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Add +0.3% | 33,760 | $1.8M |
| UBS Group AG | 0.00% | Add +12.4% | 32,591 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 29,167 | $1.6M |
| Brand Asset Management Group, Inc. | 0.66% | Add +0.3% | 29,032 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.8% | 26,319 | $1.4M |
| Choreo, LLC | 0.02% | Add +0.3% | 24,592 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Reduce -10.8% | 24,215 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +5.1% | 22,408 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.09% | Reduce -2.8% | 20,865 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +84.5% | 19,923 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 13,655 | $740K |
| Osaic Holdings, Inc. | 0.00% | Reduce -31.9% | 11,667 | $633K |
| Jane Street Group, LLC | 0.00% | New | 11,318 | $613K |
| KFA Private Wealth Group, LLC | 0.21% | New | 10,848 | $588K |
| Jim Saulnier & Associates, LLC | 0.46% | Add +4.2% | 10,844 | $587K |
| Richwood Investment Advisors, LLC | 0.47% | Reduce -13.1% | 10,179 | $551K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 9,381 | $508K |
| Royal Bank of Canada | 0.00% | Add +49.1% | 9,375 | $508K |
| Apexium Financial, LP | 0.03% | Add +75.9% | 9,217 | $499K |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 9,039 | $490K |
| Mariner, LLC | 0.00% | No change | 8,890 | $482K |
| Level Four Advisory Services, LLC | 0.02% | No change | 8,728 | $473K |
| Opulen Financial Group LLC | 0.41% | Add +0.1% | 8,385 | $454K |
| Private Advisor Group, LLC | 0.00% | No change | 8,284 | $449K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $433K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.7% | 7,975 | $432K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -68.6% | 7,668 | $415K |
| New Insight Wealth Advisors | 0.19% | Reduce -2.9% | 7,594 | $411K |
| FMR LLC | 0.00% | Add +4.0% | 7,257 | $393K |
| Flagstar Securities, Inc. | 0.09% | Reduce -1.9% | 6,505 | $352K |
| Parsons Capital Management Inc. | 0.02% | Reduce -22.9% | 6,480 | $351K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.1% | 5,683 | $319K |
| Pps&v Asset Management Consultants, Inc. | 0.23% | No change | 5,755 | $312K |
| Citigroup Inc. | 0.00% | Reduce -37.3% | 5,578 | $302K |
| Citadel Advisors | 0.00% | Reduce -44.4% | 5,548 | $301K |
| Susquehanna International Group, LLP | 0.00% | Reduce -34.2% | 5,314 | $288K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.1% | 5,240 | $284K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 4,132 | $224K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 4,049 | $219K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.3% | 3,982 | $216K |
| Creative Planning | 0.00% | Add +3.8% | 3,862 | $209K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,860 | $209K |
| Equitable Holdings, Inc. | 0.00% | New | 3,782 | $205K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $195K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $135K |
| Lanark Financial, Inc. | 0.01% | — | 2,169 | $117K |
| Jones Financial Companies LLLP | 0.00% | No change | 1,783 | $97K |
| WPG Advisers, LLC | 0.08% | New | 1,616 | $88K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,552 | $84K |
| Principal Securities, Inc. | 0.00% | No change | 1,196 | $70K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,276 | $69K |
| Comerica Bank | 0.00% | Add +30.3% | 929 | $50K |
| Matrix Private Capital Group LLC | 0.03% | No change | 792 | $43K |
| NorthRock Partners, LLC | 0.00% | No change | 768 | $42K |
| Key Financial Inc | 0.01% | Add +29.9% | 717 | $39K |
| Global Wealth Strategies & Associates | 0.01% | New | 600 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 574 | $31K |
| NewEdge Advisors, LLC | 0.00% | Add +42.7% | 558 | $30K |
| Cwm, LLC | 0.00% | Reduce -44.0% | 441 | $24K |
| Tsfg, LLC | 0.00% | No change | 420 | $23K |
| Synergy Investment Management, LLC | 0.01% | No change | 400 | $22K |
| ORG Partners LLC | 0.01% | No change | 360 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 300 | $16K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $13K |
| Archer Investment Corp | 0.00% | No change | 208 | $11K |
| Russell Investments Group, Ltd. | 0.00% | No change | 90 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 10 | $551 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.