iShares Morningstar SM CapISCBETF
13F holders, Q2 2025 (June 30)82holders +2
7new positions
6sold out
1famous investor
$58.28avg. 13F price*
At the end of Q2 2025, 82 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings, up 2 from Q1 2025. 7 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($21.2M), Cetera Investment Advisers ($11.5M) and LPL Financial LLC ($9.0M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $899K |
| Exits | 6 | $5.2M |
All 13F filers, Q1 2025 → Q2 2025: 336,137 shares bought and 189,120 shares sold, net +147,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Morgan Stanley | 0.00% | Reduce -0.6% | 363,666 | $21.2M |
| Cetera Investment Advisers | 0.02% | Add +2079.9% | 197,039 | $11.5M |
| LPL Financial LLC | 0.00% | Add +82.9% | 154,202 | $9.0M |
| Wells Fargo & Company | 0.00% | Add +3.2% | 71,549 | $4.2M |
| Bank of America Corp. | 0.00% | Add +13.6% | 65,600 | $3.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +11.9% | 59,119 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,648 | $2.5M |
| Goldstein Advisors, LLC | 0.33% | Add +0.2% | 41,839 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Add +648.3% | 39,763 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -1.1% | 37,840 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.3% | 36,620 | $2.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 33,386 | $1.9M |
| UBS Group AG | 0.00% | Reduce -10.4% | 29,211 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 28,990 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.4% | 26,219 | $1.5M |
| Brand Asset Management Group, Inc. | 0.54% | Reduce -14.4% | 24,850 | $1.4M |
| Choreo, LLC | 0.02% | Add +0.3% | 24,669 | $1.4M |
| HighTower Advisors, LLC | 0.00% | No change | 24,215 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 22,425 | $1.3M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -0.1% | 20,838 | $1.2M |
| Adams Wealth Management | 0.19% | Reduce -65.2% | 17,050 | $994K |
| CacheTech Inc. | 0.18% | Reduce -65.2% | 17,050 | $994K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.4% | 16,994 | $990K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.7% | 16,393 | $955K |
| Osaic Holdings, Inc. | 0.00% | Add +4.5% | 12,192 | $711K |
| Citadel Advisors | 0.00% | Add +93.8% | 10,750 | $626K |
| KFA Private Wealth Group, LLC | 0.19% | Reduce -1.6% | 10,679 | $622K |
| Jim Saulnier & Associates, LLC | 0.41% | Reduce -4.3% | 10,379 | $605K |
| Richwood Investment Advisors, LLC | 0.48% | Reduce -1.6% | 10,019 | $584K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.9% | 8,765 | $511K |
| Level Four Advisory Services, LLC | 0.02% | No change | 8,728 | $509K |
| Apexium Financial, LP | 0.03% | Reduce -9.8% | 8,312 | $484K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $466K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -1.2% | 7,574 | $441K |
| Opulen Financial Group LLC | 0.36% | Reduce -10.3% | 7,517 | $438K |
| Private Advisor Group, LLC | 0.00% | Reduce -9.5% | 7,494 | $437K |
| FMR LLC | 0.00% | Add +0.3% | 7,275 | $424K |
| New Insight Wealth Advisors | 0.17% | Reduce -6.4% | 7,105 | $414K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,480 | $378K |
| Royal Bank of Canada | 0.00% | Reduce -32.5% | 6,327 | $369K |
| Mariner, LLC | 0.00% | Reduce -30.0% | 6,225 | $363K |
| Pps&v Asset Management Consultants, Inc. | 0.21% | No change | 5,755 | $335K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.1% | 5,688 | $331K |
| Flagstar Securities, Inc. | 0.09% | Reduce -13.1% | 5,656 | $330K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.0% | 5,450 | $318K |
| Pathway Financial Advisors LLC | 0.04% | New | 4,350 | $254K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 4,060 | $237K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.3% | 3,993 | $233K |
| Creative Planning | 0.00% | Add +1.6% | 3,923 | $229K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 3,860 | $225K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 3,788 | $221K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $210K |
| Strategic Financial Planning, Inc. | 0.13% | New | 3,580 | $209K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | New | 3,572 | $208K |
| Merit Financial Group, LLC | 0.00% | New | 3,522 | $205K |
| Franklin Resources Inc. | 0.00% | No change | 2,500 | $146K |
| Citigroup Inc. | 0.00% | Reduce -55.3% | 2,493 | $145K |
| Lanark Financial, Inc. | 0.01% | No change | 2,169 | $126K |
| Cwm, LLC | 0.00% | Add +280.3% | 1,677 | $98K |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.7% | 1,628 | $95K |
| WPG Advisers, LLC | 0.08% | No change | 1,616 | $94K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,552 | $90K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,276 | $74K |
| Comerica Bank | 0.00% | Add +33.6% | 1,241 | $72K |
| Principal Securities, Inc. | 0.00% | Add +2.1% | 1,221 | $71K |
| Matrix Private Capital Group LLC | 0.03% | No change | 792 | $46K |
| Key Financial Inc | 0.01% | Add +7.7% | 772 | $45K |
| Global Wealth Strategies & Associates | 0.01% | No change | 600 | $35K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 574 | $33K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 559 | $33K |
| Tsfg, LLC | 0.00% | No change | 420 | $24K |
| ORG Partners LLC | 0.00% | No change | 360 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 300 | $17K |
| Global Retirement Partners, LLC | 0.00% | — | 287 | $17K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $14K |
| Archer Investment Corp | 0.00% | No change | 208 | $12K |
| Geneos Wealth Management Inc. | 0.00% | New | 189 | $11K |
| IAG Wealth Partners, LLC | 0.00% | New | 115 | $7K |
| Spire Wealth Management | 0.00% | New | 91 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 90 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 10 | $594 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.