iShares Morningstar SM CapISCBETF
13F holders, Q1 2026 (March 31)86holders
8new positions
5sold out
1famous investor
$65.50avg. 13F price*
At the end of Q1 2026, 86 institutions reported holding iShares Morningstar SM Cap (ISCB) in their 13F filings, unchanged from Q4 2025. 8 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($23.0M), Cetera Investment Advisers ($17.6M) and LPL Financial LLC ($12.3M). 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.1M |
| Exits | 5 | $3.1M |
All 13F filers, Q4 2025 → Q1 2026: 48,104 shares bought and 77,690 shares sold, net −29,586 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Morgan Stanley | 0.00% | Reduce -2.3% | 352,659 | $23.0M |
| Cetera Investment Advisers | 0.02% | Add +0.1% | 270,252 | $17.6M |
| LPL Financial LLC | 0.00% | Add +6.3% | 189,650 | $12.3M |
| Wells Fargo & Company | 0.00% | Add +0.4% | 71,704 | $4.7M |
| Bank of America Corp. | 0.00% | Reduce -3.9% | 63,604 | $4.1M |
| Goldstein Advisors, LLC | 0.27% | Reduce -3.1% | 36,963 | $2.4M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -1.1% | 36,140 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 33,665 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -8.6% | 31,012 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.0% | 30,351 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 29,413 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +8.5% | 26,648 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 26,061 | $1.7M |
| Choreo, LLC | 0.02% | Add +0.3% | 24,936 | $1.6M |
| UBS Group AG | 0.00% | Add +3.5% | 22,398 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.1% | 22,182 | $1.4M |
| Brand Asset Management Group, Inc. | 0.36% | Reduce -5.8% | 21,528 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.1% | 21,429 | $1.4M |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -1.4% | 19,940 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.7% | 17,277 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +6.1% | 11,632 | $757K |
| Strategic Financial Planning, Inc. | 0.44% | Reduce -67.9% | 1,149 | $750K |
| KFA Private Wealth Group, LLC | 0.17% | Add +0.9% | 10,780 | $702K |
| Susquehanna International Group, LLP | 0.00% | Add +94.7% | 10,713 | $697K |
| Jim Saulnier & Associates, LLC | 0.32% | Reduce -0.1% | 10,148 | $661K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.4% | 9,467 | $616K |
| Perigon Wealth Management, LLC | 0.01% | Add +22.8% | 9,318 | $606K |
| Richwood Investment Advisors, LLC | 0.46% | Reduce -4.4% | 9,159 | $596K |
| Legacy Wealth Partners, LLC | 0.14% | Add +0.1% | 8,626 | $561K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.0% | 8,392 | $546K |
| Level Four Advisory Services, LLC | 0.02% | No change | 8,257 | $537K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 8,000 | $521K |
| FMR LLC | 0.00% | Add +1.6% | 7,728 | $503K |
| Jones Financial Companies LLLP | 0.00% | Add +79.8% | 7,172 | $457K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 6,955 | $453K |
| Mariner, LLC | 0.00% | Add +2.7% | 6,684 | $435K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.5% | 6,478 | $422K |
| Opulen Financial Group LLC | 0.28% | Add +0.3% | 6,198 | $403K |
| Parsons Capital Management Inc. | 0.02% | No change | 6,180 | $402K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 6,099 | $397K |
| Lido Advisors, LLC | 0.00% | Add +0.8% | 5,937 | $387K |
| Pps&v Asset Management Consultants, Inc. | 0.23% | No change | 5,755 | $375K |
| New Insight Wealth Advisors | 0.13% | Reduce -4.2% | 5,543 | $361K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.5% | 5,427 | $353K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Add +0.0% | 4,777 | $311K |
| Pathway Financial Advisors LLC | 0.04% | No change | 4,350 | $286K |
| Flagstar Securities, Inc. | 0.10% | Reduce -24.0% | 4,341 | $283K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.2% | 4,099 | $267K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +0.3% | 4,031 | $262K |
| Creative Planning | 0.00% | No change | 3,923 | $255K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,600 | $253K |
| Equitable Holdings, Inc. | 0.00% | Add +0.1% | 3,855 | $251K |
| Fifth Third Bancorp | 0.00% | New | 3,645 | $237K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.2% | 3,538 | $233K |
| Kestra Advisory Services, LLC | 0.00% | Add +54.5% | 3,548 | $231K |
| Merit Financial Group, LLC | 0.00% | Add +0.1% | 3,531 | $230K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 3,184 | $207K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -9.9% | 3,088 | $201K |
| Lanark Financial, Inc. | 0.01% | No change | 2,325 | $151K |
| John A. Wolfe & Associates, Inc. | 0.22% | New | 2,240 | $146K |
| Cwm, LLC | 0.00% | Add +28.6% | 2,157 | $140K |
| Private Trust Co. NA | 0.01% | New | 2,135 | $139K |
| Citigroup Inc. | 0.00% | Reduce -0.9% | 2,097 | $136K |
| Key Financial Inc | 0.02% | Add +20.1% | 1,808 | $118K |
| WPG Advisers, LLC | 0.08% | No change | 1,616 | $105K |
| TopTier Wealth Management, LLC | 0.06% | New | 1,600 | $104K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,552 | $102K |
| Geneos Wealth Management Inc. | 0.00% | Add +7.8% | 1,378 | $90K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +100.0% | 1,148 | $75K |
| Ashton Thomas Securities, LLC | 0.01% | New | 900 | $59K |
| Assetmark, Inc. | 0.00% | Reduce -22.3% | 892 | $58K |
| Matrix Private Capital Group LLC | 0.02% | No change | 792 | $52K |
| Sfam, LLC | 0.04% | No change | 629 | $41K |
| NewEdge Advisors, LLC | 0.00% | No change | 560 | $36K |
| Global Wealth Strategies & Associates | 0.01% | No change | 500 | $33K |
| Tsfg, LLC | 0.00% | No change | 420 | $27K |
| Synergy Investment Management, LLC | 0.01% | New | 400 | $26K |
| Harbour Investments, Inc. | 0.00% | New | 374 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 247 | $16K |
| Bank of Montreal | 0.00% | No change | 143 | $9K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -19.1% | 93 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 91 | $6K |
| Spire Wealth Management | 0.00% | Reduce -67.6% | 91 | $6K |
| Sunbelt Securities, Inc. | 0.00% | No change | 80 | $5K |
| Vanguard Advisers Inc. | 0.00% | — | 64 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 10 | $671 |
"% of holder's portfolio" is ISCB's weight in each manager's 13F, not the share of iShares Morningstar SM Cap the manager owns.