iShares Morningstar SM CapISCBETF
13F holders, Q3 2025 (September 30)81holders −1
7new positions
7sold out
1famous investor
$63.42avg. 13F price*
At the end of Q3 2025, 81 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings, down 1 from Q2 2025. 7 opened new positions and 7 sold out. The largest holders were Morgan Stanley ($23.5M), Cetera Investment Advisers ($16.8M) and LPL Financial LLC ($10.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $963K |
| Exits | 7 | $2.5M |
All 13F filers, Q2 2025 → Q3 2025: 139,813 shares bought and 86,187 shares sold, net +53,626 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Morgan Stanley | 0.00% | Add +2.1% | 371,276 | $23.5M |
| Cetera Investment Advisers | 0.02% | Add +34.7% | 265,444 | $16.8M |
| LPL Financial LLC | 0.00% | Add +10.1% | 169,718 | $10.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 71,146 | $4.5M |
| Bank of America Corp. | 0.00% | Add +2.3% | 67,100 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,648 | $2.8M |
| Goldstein Advisors, LLC | 0.30% | Reduce -5.8% | 39,401 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -1.0% | 37,465 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 35,673 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 33,197 | $2.1M |
| Citadel Advisors | 0.00% | Add +192.8% | 31,476 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | No change | 28,990 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce 0.0% | 26,218 | $1.7M |
| Choreo, LLC | 0.02% | Add +0.3% | 24,754 | $1.6M |
| Brand Asset Management Group, Inc. | 0.43% | Reduce -2.4% | 24,255 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.3% | 24,138 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.9% | 22,619 | $1.4M |
| UBS Group AG | 0.00% | Reduce -23.0% | 22,493 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -0.3% | 20,784 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 17,680 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +0.1% | 16,405 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +112.7% | 13,458 | $853K |
| Osaic Holdings, Inc. | 0.00% | Add +2.0% | 12,435 | $784K |
| KFA Private Wealth Group, LLC | 0.19% | No change | 10,679 | $677K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.9% | 10,376 | $658K |
| Jim Saulnier & Associates, LLC | 0.36% | Reduce -2.8% | 10,085 | $640K |
| Richwood Investment Advisors, LLC | 0.50% | No change | 10,019 | $635K |
| Level Four Advisory Services, LLC | 0.02% | No change | 8,728 | $554K |
| Apexium Financial, LP | 0.03% | No change | 8,312 | $527K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -7.5% | 8,111 | $514K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $507K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 7,581 | $481K |
| FMR LLC | 0.00% | Add +1.9% | 7,415 | $470K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.8% | 6,984 | $443K |
| Opulen Financial Group LLC | 0.32% | Reduce -10.6% | 6,719 | $426K |
| New Insight Wealth Advisors | 0.16% | Reduce -7.0% | 6,609 | $419K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,480 | $411K |
| Mariner, LLC | 0.00% | Add +4.0% | 6,477 | $411K |
| Lido Advisors, LLC | 0.00% | New | 5,892 | $374K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +5.7% | 5,760 | $365K |
| Pps&v Asset Management Consultants, Inc. | 0.21% | No change | 5,755 | $365K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | Add +0.1% | 5,694 | $361K |
| Flagstar Securities, Inc. | 0.11% | Add +0.0% | 5,657 | $359K |
| Pathway Financial Advisors LLC | 0.04% | No change | 4,350 | $276K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.3% | 4,073 | $258K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.3% | 4,005 | $254K |
| Creative Planning | 0.00% | No change | 3,923 | $249K |
| Equitable Holdings, Inc. | 0.00% | Add +0.2% | 3,794 | $241K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $228K |
| Strategic Financial Planning, Inc. | 0.13% | No change | 3,580 | $227K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 3,572 | $227K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,525 | $224K |
| Janney Montgomery Scott LLC | 0.00% | New | 3,428 | $217K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 3,210 | $205K |
| Jones Financial Companies LLLP | 0.00% | Add +77.0% | 2,881 | $183K |
| Citigroup Inc. | 0.00% | Add +5.2% | 2,623 | $166K |
| Lanark Financial, Inc. | 0.01% | No change | 2,169 | $138K |
| Cwm, LLC | 0.00% | No change | 1,677 | $106K |
| WPG Advisers, LLC | 0.08% | No change | 1,616 | $103K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,552 | $98K |
| Principal Securities, Inc. | 0.00% | Add +1.0% | 1,233 | $78K |
| Assetmark, Inc. | 0.00% | New | 1,214 | $77K |
| Key Financial Inc | 0.01% | Add +49.6% | 1,155 | $74K |
| Comerica Bank | 0.00% | Reduce -10.9% | 1,106 | $70K |
| Ashton Thomas Securities, LLC | 0.01% | New | 1,100 | $70K |
| Matrix Private Capital Group LLC | 0.03% | No change | 792 | $50K |
| Global Wealth Strategies & Associates | 0.01% | Add +0.2% | 601 | $38K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 574 | $36K |
| NewEdge Advisors, LLC | 0.00% | No change | 559 | $35K |
| Tsfg, LLC | 0.00% | No change | 420 | $27K |
| ORG Partners LLC | 0.00% | No change | 360 | $23K |
| Global Retirement Partners, LLC | 0.00% | No change | 287 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $16K |
| Archer Investment Corp | 0.00% | No change | 208 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 189 | $12K |
| Wealth Watch Advisors, INC | 0.00% | New | 188 | $12K |
| Bank of Montreal | 0.00% | New | 143 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 115 | $7K |
| Spire Wealth Management | 0.00% | No change | 91 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.1% | 91 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 10 | $649 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.