iShares Morningstar SM CapISCBETF
13F holders, Q4 2025 (December 31)86holders +5
7new positions
3sold out
1famous investor
$65.09avg. 13F price*
At the end of Q4 2025, 86 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings, up 5 from Q3 2025. 7 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($23.5M), Cetera Investment Advisers ($17.6M) and LPL Financial LLC ($11.6M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 3 | $375K |
All 13F filers, Q3 2025 → Q4 2025: 47,170 shares bought and 37,812 shares sold, net +9,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Morgan Stanley | 0.00% | Reduce -2.8% | 361,019 | $23.5M |
| Cetera Investment Advisers | 0.02% | Add +1.7% | 270,042 | $17.6M |
| LPL Financial LLC | 0.00% | Add +5.1% | 178,349 | $11.6M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 71,397 | $4.6M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 66,212 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,648 | $2.8M |
| Goldstein Advisors, LLC | 0.28% | Reduce -3.1% | 38,158 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -2.5% | 36,540 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 34,485 | $2.2M |
| Citadel Advisors | 0.00% | Add +7.8% | 33,922 | $2.2M |
| Raymond James Financial Inc. | 0.00% | Add +0.1% | 33,242 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 29,004 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 26,138 | $1.7M |
| Choreo, LLC | 0.02% | Add +0.5% | 24,869 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 24,554 | $1.6M |
| Brand Asset Management Group, Inc. | 0.42% | Reduce -5.8% | 22,853 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +26.4% | 22,349 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 21,722 | $1.4M |
| UBS Group AG | 0.00% | Reduce -3.8% | 21,640 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -2.7% | 20,220 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 17,394 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +2.1% | 12,692 | $825K |
| Royal Bank of Canada | 0.00% | Reduce -18.6% | 10,962 | $713K |
| KFA Private Wealth Group, LLC | 0.17% | No change | 10,679 | $694K |
| Richwood Investment Advisors, LLC | 0.48% | Reduce -4.4% | 9,579 | $668K |
| Jim Saulnier & Associates, LLC | 0.34% | Add +0.7% | 10,153 | $660K |
| Legacy Wealth Partners, LLC | 0.14% | — | 8,618 | $560K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,312 | $540K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -5.4% | 8,257 | $537K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $520K |
| FMR LLC | 0.00% | Add +2.6% | 7,607 | $495K |
| Perigon Wealth Management, LLC | 0.01% | Add +0.1% | 7,590 | $493K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.4% | 6,954 | $452K |
| Mariner, LLC | 0.00% | Add +0.5% | 6,507 | $423K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.6% | 6,201 | $403K |
| Opulen Financial Group LLC | 0.29% | Reduce -8.0% | 6,181 | $402K |
| Parsons Capital Management Inc. | 0.02% | Reduce -4.6% | 6,180 | $402K |
| New Insight Wealth Advisors | 0.13% | Reduce -12.5% | 5,783 | $376K |
| Pps&v Asset Management Consultants, Inc. | 0.22% | No change | 5,755 | $374K |
| Lido Advisors, LLC | 0.00% | No change | 5,892 | $374K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.3% | 5,742 | $373K |
| Flagstar Securities, Inc. | 0.12% | Add +0.9% | 5,711 | $371K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.0% | 5,503 | $358K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Reduce -16.1% | 4,775 | $310K |
| Pathway Financial Advisors LLC | 0.04% | No change | 4,350 | $294K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.4% | 4,089 | $266K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.4% | 4,021 | $261K |
| Jones Financial Companies LLLP | 0.00% | Add +38.5% | 3,990 | $259K |
| Creative Planning | 0.00% | No change | 3,923 | $255K |
| Equitable Holdings, Inc. | 0.00% | Add +1.5% | 3,850 | $250K |
| Comerica Bank | 0.00% | Add +242.8% | 3,791 | $246K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $234K |
| Strategic Financial Planning, Inc. | 0.13% | No change | 3,580 | $233K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,529 | $229K |
| Janney Montgomery Scott LLC | 0.00% | No change | 3,428 | $223K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.0% | 3,211 | $217K |
| Obsidian Cio, LLC | 0.31% | New | 2,302 | $210K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 3,184 | $207K |
| Lanark Financial, Inc. | 0.01% | Add +7.2% | 2,325 | $151K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,296 | $149K |
| Litman Gregory Wealth Management LLC | 0.01% | New | 2,239 | $146K |
| Citigroup Inc. | 0.00% | Reduce -19.3% | 2,117 | $138K |
| Cwm, LLC | 0.00% | No change | 1,677 | $109K |
| WPG Advisers, LLC | 0.08% | No change | 1,616 | $105K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,552 | $101K |
| Key Financial Inc | 0.02% | Add +30.3% | 1,505 | $98K |
| Geneos Wealth Management Inc. | 0.00% | Add +576.2% | 1,278 | $83K |
| Assetmark, Inc. | 0.00% | Reduce -5.4% | 1,148 | $75K |
| Matrix Private Capital Group LLC | 0.03% | No change | 792 | $51K |
| Sfam, LLC | 0.04% | — | 629 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 574 | $37K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 560 | $36K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -16.8% | 500 | $33K |
| Tsfg, LLC | 0.00% | No change | 420 | $27K |
| ORG Partners LLC | 0.00% | No change | 360 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | New | 300 | $20K |
| Global Retirement Partners, LLC | 0.00% | No change | 287 | $19K |
| Spire Wealth Management | 0.00% | Add +208.8% | 281 | $18K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $16K |
| Wealth Watch Advisors, INC | 0.00% | No change | 188 | $12K |
| Bank of Montreal | 0.00% | No change | 143 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 115 | $7K |
| Archer Investment Corp | 0.00% | Reduce -55.8% | 92 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 91 | $6K |
| Sunbelt Securities, Inc. | 0.00% | New | 80 | $5K |
| Larson Financial Group LLC | 0.00% | No change | 10 | $669 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.