ISCG Institutional Ownership
iShares Morningstar Small-Cap Growth ETF
1W: +0.7%
1M: -1.2%
3M: -3.9%
YTD: +10.8%
1Y: +14.4%
3Y: +64.8%
5Y: +26.6%
$62.26
+0.63 (+1.02%)
Weekly Expected Move ±1.6%
$60
$61
$62
$63
$64
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
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Institutional Ownership — ISCG
185
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
610M
Total Invested
26
New Positions
57
Increased
71
Reduced
15
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (200 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 912,075 | $57M | -43,647 | -4.6% | 11Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 841,940 | $52M | -6,308 | -0.7% | 13Q | SEC ↗ |
| 3 | LPL Financial LLC | 690,456 | $43M | +57,219 | +9.0% | 54Q | SEC ↗ |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 560,178 | $35M | +18,843 | +3.5% | 39Q | SEC ↗ |
| 5 | OSAIC HOLDINGS, INC. | 553,100 | $34M | -13,650 | -2.4% | 26Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 410,071 | $26M | -2,568 | -0.6% | 10Q | SEC ↗ |
| 7 | Gallagher Fiduciary Advisors, LLC | 317,469 | $20M | -8,076 | -2.5% | 14Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 316,433 | $20M | +65,152 | +25.9% | 16Q | SEC ↗ |
| 9 | Atria Investments, Inc | 316,378 | $20M | -7,682 | -2.4% | 11Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 276,453 | $17M | +7,096 | +2.6% | 15Q | SEC ↗ |
| 11 | Foundations Investment Advisors, LLC | 264,025 | $16M | +4,310 | +1.7% | 2Q | SEC ↗ |
| 12 | MORGAN STANLEY | 262,779 | $16M | +2,655 | +1.0% | 60Q | SEC ↗ |
| 13 | Black Diamond Financial, LLC | 192,806 | $12M | +16,685 | +9.5% | 19Q | SEC ↗ |
| 14 | Steele Capital Management, Inc. | 180,159 | $11M | +1,656 | +0.9% | 11Q | SEC ↗ |
| 15 | Matrix Trust Co | 180,159 | $11M | +1,656 | +0.9% | 29Q | SEC ↗ |
| 16 | UBS Group AG | 166,628 | $10M | -200 | -0.1% | 21Q | SEC ↗ |
| 17 | RAYMOND JAMES FINANCIAL INC | 158,473 | $10M | +2,693 | +1.7% | 7Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 154,376 | $10M | -10,913 | -6.6% | 71Q | SEC ↗ |
| 19 | Mariner, LLC | 132,530 | $8M | -8,016 | -5.7% | 17Q | SEC ↗ |
| 20 | EP Wealth Advisors, LLC NEW | 128,722 | $8M | — | +0.0% | 1Q | SEC ↗ |
| 21 | Opes Wealth Management LLC | 128,657 | $8M | +396 | +0.3% | 17Q | SEC ↗ |
| 22 | Ipsen Advisor Group LLC | 115,986 | $7M | +493 | +0.4% | 7Q | SEC ↗ |
| 23 | NorthStar Asset Management LLC /NJ | 112,064 | $7M | +7,633 | +7.3% | 11Q | SEC ↗ |
| 24 | MRA Advisory Group | 110,815 | $7M | +1,063 | +1.0% | 2Q | SEC ↗ |
| 25 | McKinley Carter Wealth Services, Inc. | 107,441 | $7M | +1,964 | +1.9% | 4Q | SEC ↗ |
| 26 | BEAM WEALTH ADVISORS, INC. | 101,160 | $6M | -3,104 | -3.0% | 12Q | SEC ↗ |
| 27 | Certified Advisory Corp | 98,173 | $6M | +15,548 | +18.8% | 22Q | SEC ↗ |
| 28 | Anfield Capital Management, LLC NEW | 91,144 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Three Bearings Fiduciary Advisors, Inc | 84,793 | $5M | -1,312 | -1.5% | 3Q | SEC ↗ |
| 30 | IAG Wealth Partners, LLC | 77,865 | $5M | -212 | -0.3% | 11Q | SEC ↗ |
| 31 | HighTower Advisors, LLC | 66,058 | $4M | -394 | -0.6% | 18Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 64,428 | $4M | +246 | +0.4% | 35Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 56,625 | $4M | -8,235 | -12.7% | 67Q | SEC ↗ |
| 34 | Atlanta Consulting Group Advisors, LLC | 50,882 | $3M | — | +0.0% | 4Q | SEC ↗ |
| 35 | STEINBERGANNA WEALTH MANAGEMENT | 47,572 | $3M | -3,701 | -7.2% | 4Q | SEC ↗ |
| 36 | LRI Investments, LLC | 45,400 | $3M | — | +0.0% | 10Q | SEC ↗ |
| 37 | LEVEL FOUR ADVISORY SERVICES, LLC | 44,948 | $3M | -8,363 | -15.7% | 39Q | SEC ↗ |
| 38 | CAPTRUST FINANCIAL ADVISORS | 41,621 | $3M | -13,090 | -23.9% | 11Q | SEC ↗ |
| 39 | Van Diest Capital, LLC | 39,034 | $2M | -19,380 | -33.2% | 3Q | SEC ↗ |
| 40 | Key Financial Inc | 36,255 | $2M | -212 | -0.6% | 14Q | SEC ↗ |
| 41 | IEQ CAPITAL, LLC | 35,547 | $2M | -141 | -0.4% | 21Q | SEC ↗ |
| 42 | Perennial Investment Advisors, LLC | 33,999 | $2M | +1,692 | +5.2% | 8Q | SEC ↗ |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 33,701 | $2M | +1,711 | +5.3% | 32Q | SEC ↗ |
| 44 | Pathstone Holdings, LLC | 30,678 | $2M | -3,109 | -9.2% | 11Q | SEC ↗ |
| 45 | Rodgers & Associates, LTD | 29,855 | $2M | -1,705 | -5.4% | 23Q | SEC ↗ |
| 46 | MML INVESTORS SERVICES, LLC | 28,069 | $2M | +2,801 | +11.1% | 34Q | SEC ↗ |
| 47 | CREATIVE FINANCIAL DESIGNS INC /ADV | 27,537 | $2M | +18,312 | +198.5% | 22Q | SEC ↗ |
| 48 | INDEPENDENT FINANCIAL GROUP, LLC | 26,645 | $2M | +4,637 | +21.1% | 11Q | SEC ↗ |
| 49 | VAUGHAN & Co SECURITIES, INC. | 23,597 | $1M | -838 | -3.4% | 15Q | SEC ↗ |
| 50 | Kendall Capital Management | 23,500 | $1M | -43 | -0.2% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| EP Wealth Advisors, LLC | 128,722 | $8M |
| Anfield Capital Management, LLC | 91,144 | $6M |
| G&S Capital LLC | 19,860 | $1M |
| Quantinno Capital Management LP | 7,566 | $471K |
| Bluespring Wealth Management, LLC | 6,640 | $413K |
| Ponta Wealth Partners, LLC | 5,371 | $334K |
| TKG Advisors, LLC | 5,059 | $315K |
| Global Retirement Partners, LLC | 4,875 | $304K |
| DAHRING | CUSMANO LLC | 4,343 | $270K |
| Vise Technologies, Inc. | 4,072 | $254K |
| OPPENHEIMER & CO INC | 3,704 | $231K |
| Sanctuary Advisors, LLC | 3,538 | $220K |
| Connecticut Wealth Management, LLC | 3,440 | $214K |
| Everhart Financial Group, Inc. | 3,409 | $212K |
| Towerpoint Wealth, LLC | 3,298 | $205K |
| Pinnacle Financial Partners, Inc. | 3,277 | $204K |
| COMPASS CAPITAL MANAGEMENT, INC | 3,210 | $200K |
| Wolff Financial Management LLC | 3,085 | $192K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 3,000 | $187K |
| Cape Investment Advisory, Inc. | 2,927 | $182K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Systelligence, LLC | 260,499 | $16M |
| GOLDMAN SACHS GROUP INC | 35,400 | $2M |
| Jacksonville Wealth Management, LLC | 15,031 | $936K |
| CreativeOne Wealth, LLC | 12,976 | $808K |
| Corient Private Wealth LLC | 12,317 | $767K |
| Lido Advisors, LLC | 11,123 | $693K |
| JANE STREET GROUP, LLC | 6,568 | $409K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,488 | $342K |
| Passive Capital Management, LLC. | 5,483 | $341K |
| Caprock Group, LLC | 5,433 | $338K |
| JIM SAULNIER & ASSOCIATES, LLC | 5,121 | $319K |
| Wick Capital Partners, LLC | 4,995 | $311K |
| TFB Advisors LLC | 4,554 | $284K |
| BlueChip Wealth Advisors LLC | 4,312 | $268K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 4,087 | $254K |
| Destiny Wealth Partners, LLC | 3,914 | $244K |
| Summit Financial, LLC | 3,671 | $229K |
| Whipplewood Advisors, LLC | 3,300 | $205K |
| Garton & Associates Financial Advis | 2,568 | $160K |
| Laurel Wealth Advisors LLC | 1,410 | $88K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CWM, LLC | -215,222 | -95.1% | 11,174 |
| Focus Partners Wealth | -43,647 | -4.6% | 912,075 |
| Van Diest Capital, LLC | -19,380 | -33.2% | 39,034 |
| NewEdge Advisors, LLC | -15,122 | -49.3% | 15,545 |
| OSAIC HOLDINGS, INC. | -13,650 | -2.4% | 553,100 |
| CAPTRUST FINANCIAL ADVISORS | -13,090 | -23.9% | 41,621 |
| WELLS FARGO & COMPANY/MN | -10,913 | -6.6% | 154,376 |
| LEVEL FOUR ADVISORY SERVICES, LLC | -8,363 | -15.7% | 44,948 |
| ROYAL BANK OF CANADA | -8,235 | -12.7% | 56,625 |
| Gallagher Fiduciary Advisors, LLC | -8,076 | -2.5% | 317,469 |
| Mariner, LLC | -8,016 | -5.7% | 132,530 |
| Atria Investments, Inc | -7,682 | -2.4% | 316,378 |
| JPMORGAN CHASE & CO | -6,308 | -0.7% | 841,940 |
| Arkadios Wealth Advisors | -4,868 | -27.2% | 13,034 |
| STEINBERGANNA WEALTH MANAGEMENT | -3,701 | -7.2% | 47,572 |
| Pathstone Holdings, LLC | -3,109 | -9.2% | 30,678 |
| BEAM WEALTH ADVISORS, INC. | -3,104 | -3.0% | 101,160 |
| Cetera Investment Advisers | -2,568 | -0.6% | 410,071 |
| Rodgers & Associates, LTD | -1,705 | -5.4% | 29,855 |
| Three Bearings Fiduciary Advisors, | -1,312 | -1.5% | 84,793 |