ISCF Institutional Ownership
iShares International Small-Cap Equity Factor ETF
1W: -1.6%
1M: -2.0%
3M: +0.5%
YTD: +6.5%
1Y: +10.3%
3Y: +68.4%
5Y: +40.0%
$44.53
+0.37 (+0.84%)
Weekly Expected Move ±1.7%
$43
$44
$45
$45
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ISCF
155
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
452M
Total Invested
16
New Positions
59
Increased
57
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (163 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Main Street Research LLC | 2,027,356 | $90M | +68,729 | +3.5% | 4Q | SEC ↗ |
| 2 | LPL Financial LLC | 774,242 | $34M | +62,617 | +8.8% | 40Q | SEC ↗ |
| 3 | EVOLVE PRIVATE WEALTH, LLC | 688,053 | $31M | +40,508 | +6.3% | 3Q | SEC ↗ |
| 4 | Larson Financial Group LLC | 500,113 | $22M | +116,540 | +30.4% | 6Q | SEC ↗ |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 399,825 | $18M | -7,801 | -1.9% | 18Q | SEC ↗ |
| 6 | TRB Wealth Management, LLC | 397,446 | $18M | +15,127 | +4.0% | 2Q | SEC ↗ |
| 7 | Phoenix Wealth Advisors | 278,022 | $12M | +15,841 | +6.0% | 7Q | SEC ↗ |
| 8 | Causey Wealth LLC | 274,582 | $12M | +722 | +0.3% | 7Q | SEC ↗ |
| 9 | Modern Wealth Management, LLC | 271,793 | $12M | -10,556 | -3.7% | 8Q | SEC ↗ |
| 10 | Janney Montgomery Scott LLC | 256,093 | $11M | -993 | -0.4% | 10Q | SEC ↗ |
| 11 | Cetera Investment Advisers | 231,319 | $10M | +52,066 | +29.0% | 10Q | SEC ↗ |
| 12 | Financial Strategies Group, Inc. | 231,225 | $10M | +8,587 | +3.9% | 14Q | SEC ↗ |
| 13 | Advisors Capital Management, LLC | 207,092 | $9M | +61,087 | +41.8% | 6Q | SEC ↗ |
| 14 | COURIER CAPITAL LLC | 190,869 | $8M | +9,979 | +5.5% | 9Q | SEC ↗ |
| 15 | Eagle Strategies LLC | 180,163 | $8M | -1,626 | -0.9% | 15Q | SEC ↗ |
| 16 | SouthState Bank Corp | 177,569 | $8M | +14,299 | +8.8% | 2Q | SEC ↗ |
| 17 | Focus Financial Network, Inc. | 164,366 | $7M | +151,432 | +1170.8% | 3Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 159,583 | $7M | +16,847 | +11.8% | 10Q | SEC ↗ |
| 19 | McAdam, LLC | 148,750 | $7M | -10,101 | -6.4% | 19Q | SEC ↗ |
| 20 | Beacon Pointe Advisors, LLC | 145,343 | $6M | -3,205 | -2.2% | 18Q | SEC ↗ |
| 21 | Cerity Partners LLC | 131,059 | $6M | -1,900 | -1.4% | 13Q | SEC ↗ |
| 22 | Beaird Harris Wealth Management, LLC | 127,193 | $6M | -1,732 | -1.3% | 18Q | SEC ↗ |
| 23 | Bedel Financial Consulting, Inc. | 121,298 | $5M | +243 | +0.2% | 20Q | SEC ↗ |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | 114,460 | $5M | -25,872 | -18.4% | 7Q | SEC ↗ |
| 25 | Williams & Novak, LLC | 110,204 | $5M | +51,830 | +88.8% | 11Q | SEC ↗ |
| 26 | Bell Investment Advisors, Inc | 104,448 | $5M | -4,387 | -4.0% | 10Q | SEC ↗ |
| 27 | MML INVESTORS SERVICES, LLC | 101,461 | $5M | +9,762 | +10.6% | 17Q | SEC ↗ |
| 28 | White Wing Wealth Management | 89,517 | $4M | +3,886 | +4.5% | 10Q | SEC ↗ |
| 29 | Financial Freedom, LLC | 80,592 | $4M | +8,511 | +11.8% | 15Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 79,035 | $4M | +8,440 | +12.0% | 15Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 78,282 | $3M | -4,846 | -5.8% | 15Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 77,646 | $3M | -20,632 | -21.0% | 34Q | SEC ↗ |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,742 | $3M | +62,731 | +522.3% | 2Q | SEC ↗ |
| 34 | ENVESTNET ASSET MANAGEMENT INC | 71,491 | $3M | +542 | +0.8% | 31Q | SEC ↗ |
| 35 | Intrua Financial, LLC | 69,266 | $3M | +7,903 | +12.9% | 6Q | SEC ↗ |
| 36 | JBF Capital, Inc. | 56,312 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC | 55,975 | $2M | -1,567 | -2.7% | 15Q | SEC ↗ |
| 38 | MERCER GLOBAL ADVISORS INC /ADV | 53,214 | $2M | -769 | -1.4% | 30Q | SEC ↗ |
| 39 | AllGen Financial Advisors, Inc. | 53,150 | $2M | -3,954 | -6.9% | 15Q | SEC ↗ |
| 40 | KWB Wealth | 51,346 | $2M | +17,197 | +50.4% | 5Q | SEC ↗ |
| 41 | Faithward Advisors, LLC | 51,063 | $2M | +28,426 | +125.6% | 7Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 44,061 | $2M | -12,470 | -22.1% | 26Q | SEC ↗ |
| 43 | Glass Jacobson Investment Advisors llc | 43,524 | $2M | -813 | -1.8% | 13Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 42,993 | $2M | +2,858 | +7.1% | 7Q | SEC ↗ |
| 45 | Breakwater Capital Group | 40,916 | $2M | +5,975 | +17.1% | 15Q | SEC ↗ |
| 46 | BENJAMIN EDWARDS INC | 39,083 | $2M | -723 | -1.8% | 2Q | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 37,123 | $2M | +1,085 | +3.0% | 31Q | SEC ↗ |
| 48 | Waverly Advisors, LLC | 35,340 | $2M | +239 | +0.7% | 19Q | SEC ↗ |
| 49 | Modera Wealth Management, LLC | 34,684 | $2M | — | +0.0% | 13Q | SEC ↗ |
| 50 | &PARTNERS | 32,076 | $1M | -32 | -0.1% | 8Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| HENGEHOLD CAPITAL MANAGEMENT LLC | 16,809 | $749K |
| Savant Capital, LLC | 14,599 | $650K |
| Private Advisor Group, LLC | 8,694 | $387K |
| Vantus Wealth LLC | 8,035 | $358K |
| Hennion & Walsh Asset Management, I | 5,335 | $238K |
| McKinley Carter Wealth Services, In | 4,753 | $212K |
| Integrated Advisors Network LLC | 4,670 | $208K |
| US BANCORP \DE | 752 | $33K |
| Owl Creek Wealth Partners LLC | 418 | $19K |
| AlphaCore Capital LLC | 394 | $18K |
| FWL INVESTMENT MANAGEMENT, LLC | 128 | $6K |
| UBS Group AG | 81 | $4K |
| AMERIFLEX GROUP, INC. | 77 | $3K |
| Parallel Advisors, LLC | 40 | $2K |
| FIDUCIARY FINANCIAL ADVISORS | 37 | $2K |
| ASSETMARK, INC | 1 | $0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Systelligence, LLC | 165,457 | $7M |
| Independent Advisor Alliance | 14,750 | $657K |
| Focus Partners Wealth | 13,242 | $590K |
| CITADEL ADVISORS LLC | 13,121 | $584K |
| SAX WEALTH ADVISORS, LLC | 8,541 | $380K |
| Ethos Financial Group, LLC | 7,533 | $335K |
| GOLDMAN SACHS GROUP INC | 6,075 | $271K |
| BCS Wealth Management | 4,860 | $216K |
| IFC & Insurance Marketing, Inc. | 3,453 | $154K |
| SageView Advisory Group, LLC | 746 | $33K |
| Advisory Services Network, LLC | 547 | $24K |
| Blue Trust, Inc. | 213 | $9K |
| Clarity Asset Management, Inc. | 140 | $6K |
| PNC FINANCIAL SERVICES GROUP, INC. | 62 | $3K |
| VANGUARD ADVISERS INC | 41 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Focus Financial Network, Inc. | +151,432 | +1170.8% | 164,366 |
| Larson Financial Group LLC | +116,540 | +30.4% | 500,113 |
| Main Street Research LLC | +68,729 | +3.5% | 2,027,356 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +62,731 | +522.3% | 74,742 |
| LPL Financial LLC | +62,617 | +8.8% | 774,242 |
| Advisors Capital Management, LLC | +61,087 | +41.8% | 207,092 |
| Cetera Investment Advisers | +52,066 | +29.0% | 231,319 |
| Williams & Novak, LLC | +51,830 | +88.8% | 110,204 |
| EVOLVE PRIVATE WEALTH, LLC | +40,508 | +6.3% | 688,053 |
| Faithward Advisors, LLC | +28,426 | +125.6% | 51,063 |
| KWB Wealth | +17,197 | +50.4% | 51,346 |
| STIFEL FINANCIAL CORP | +16,847 | +11.8% | 159,583 |
| Phoenix Wealth Advisors | +15,841 | +6.0% | 278,022 |
| TRB Wealth Management, LLC | +15,127 | +4.0% | 397,446 |
| SouthState Bank Corp | +14,299 | +8.8% | 177,569 |
| COURIER CAPITAL LLC | +9,979 | +5.5% | 190,869 |
| MML INVESTORS SERVICES, LLC | +9,762 | +10.6% | 101,461 |
| Financial Strategies Group, Inc. | +8,587 | +3.9% | 231,225 |
| Financial Freedom, LLC | +8,511 | +11.8% | 80,592 |
| BANK OF AMERICA CORP /DE | +8,440 | +12.0% | 79,035 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -78,682 | -86.3% | 12,520 |
| EXCHANGE TRADED CONCEPTS, LLC | -25,872 | -18.4% | 114,460 |
| COMMONWEALTH EQUITY SERVICES, LLC | -20,632 | -21.0% | 77,646 |
| Stillwater Private Wealth, LLC | -17,830 | -51.9% | 16,517 |
| OSAIC HOLDINGS, INC. | -12,470 | -22.1% | 44,061 |
| Modern Wealth Management, LLC | -10,556 | -3.7% | 271,793 |
| McAdam, LLC | -10,101 | -6.4% | 148,750 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -7,801 | -1.9% | 399,825 |
| MOLLER WEALTH PARTNERS | -6,101 | -51.2% | 5,805 |
| HighTower Advisors, LLC | -4,846 | -5.8% | 78,282 |
| Bell Investment Advisors, Inc | -4,387 | -4.0% | 104,448 |
| VANCE WEALTH, LLC | -4,185 | -41.3% | 5,951 |
| AllGen Financial Advisors, Inc. | -3,954 | -6.9% | 53,150 |
| Beacon Pointe Advisors, LLC | -3,205 | -2.2% | 145,343 |
| Aptus Capital Advisors, LLC | -2,657 | -40.5% | 3,896 |
| Montis Financial, LLC | -2,093 | -8.0% | 24,009 |
| Cerity Partners LLC | -1,900 | -1.4% | 131,059 |
| Rockefeller Capital Management L.P. | -1,825 | -25.5% | 5,345 |
| Beaird Harris Wealth Management, LL | -1,732 | -1.3% | 127,193 |
| Eagle Strategies LLC | -1,626 | -0.9% | 180,163 |