Who Owns iShares Morningstar Small-Cap Growth ETF (ISCG)?Hedge Fund & Institutional Holders

$55.88+0.44 (+0.79%)Financial ServicesNYSE_ARCA

Institutional Holders

135

as of QNaN NaN

Total Institutional Value

$292.5T

% of Float Held

—

QoQ Change in Holders

+135 / -0

Price History

ISCG — Biggest Institutional Buyers This Quarter

Fund	Shares Added	Value	% of Portfolio
Focus Partners WealthNew	1.8M	$82.1T	100.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONew	465K	$21.0T	17.14%
AVANTAX ADVISORY SERVICES, INC.New	399K	$18.0T	100.00%
LPL Financial LLCNew	397K	$17.9T	6.95%
BANK OF AMERICA CORP /DE/New	371K	$16.7T	1.35%
MORGAN STANLEYNew	353K	$15.9T	1.14%
Gallagher Fiduciary Advisors, LLCNew	286K	$12.9T	0.42%
Atria Investments, IncNew	283K	$12.8T	100.00%
WELLS FARGO & COMPANY/MNNew	141K	$6.4T	1.44%
RAYMOND JAMES FINANCIAL INCNew	117K	$5.3T	1.99%
AMERIPRISE FINANCIAL INCNew	110K	$5.0T	1.34%
Ipsen Advisor Group LLCNew	109K	$4.9T	4.22%
UBS Group AGNew	103K	$4.6T	0.85%
OSAIC HOLDINGS, INC.New	101K	$4.5T	10.09%
JONES FINANCIAL COMPANIES LLLPNew	37K	$4.4T	3.94%

Top Institutional Holders(QNaN NaN)

#	Fund	Shares	Value	% of Portfolio	QoQ Share Change
1	Focus Partners Wealth	1,823,354	$82.1T	100.00%	New
2	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	465,332	$21.0T	17.14%	New
3	AVANTAX ADVISORY SERVICES, INC.	398,979	$18.0T	100.00%	New
4	LPL Financial LLC	396,814	$17.9T	6.95%	New
5	BANK OF AMERICA CORP /DE/	371,435	$16.7T	1.35%	New
6	MORGAN STANLEY	353,061	$15.9T	1.14%	New
7	Gallagher Fiduciary Advisors, LLC	285,753	$12.9T	0.42%	New
8	Atria Investments, Inc	283,155	$12.8T	100.00%	New
9	WELLS FARGO & COMPANY/MN	141,042	$6.4T	1.44%	New
10	RAYMOND JAMES FINANCIAL INC	117,214	$5.3T	1.99%	New
11	AMERIPRISE FINANCIAL INC	110,147	$5.0T	1.34%	New
12	Ipsen Advisor Group LLC	108,898	$4.9T	4.22%	New
13	UBS Group AG	103,018	$4.6T	0.85%	New
14	OSAIC HOLDINGS, INC.	100,523	$4.5T	10.09%	New
15	JONES FINANCIAL COMPANIES LLLP	37,257	$4.4T	3.94%	New
16	NorthStar Asset Management LLC /NJ/	86,679	$3.9T	2.44%	New
17	COMMONWEALTH EQUITY SERVICES, LLC	83,694	$3.8T	5.34%	New
18	MML INVESTORS SERVICES, LLC	80,738	$3.6T	12.11%	New
19	Mariner, LLC	56,125	$2.5T	4.21%	New
20	LEVEL FOUR ADVISORY SERVICES, LLC	47,416	$2.1T	0.09%	New
21	LRI Investments, LLC	46,497	$2.1T	0.20%	New
22	HighTower Advisors, LLC	44,483	$2.0T	2.72%	New
23	ROYAL BANK OF CANADA	43,490	$2.0T	0.41%	New
24	CITADEL ADVISORS LLC	40,020	$1.8T	0.34%	New
25	JANE STREET GROUP, LLC	38,309	$1.7T	0.43%	New
26	BEAM WEALTH ADVISORS, INC.	36,500	$1.6T	0.55%	New
27	GOLDMAN SACHS GROUP INC	35,400	$1.6T	0.26%	New
28	IEQ CAPITAL, LLC	32,241	$1.5T	11.55%	New
29	Cetera Investment Advisers	31,501	$1.4T	2.75%	New
30	Rodgers & Associates, LTD	31,288	$1.4T	0.17%	New
31	Veridan Wealth LLC	29,689	$1.3T	0.60%	New
32	FLAGSHIP HARBOR ADVISORS, LLC	29,508	$1.3T	0.07%	New
33	Phoenix Wealth Advisors	26,367	$1.2T	0.52%	New
34	CREATIVE FINANCIAL DESIGNS INC /ADV	26,041	$1.2T	0.09%	New
35	SUSQUEHANNA INTERNATIONAL GROUP, LLP	25,973	$1.2T	0.20%	New
36	VAUGHAN & Co SECURITIES, INC.	24,995	$1.1T	0.70%	New
37	ENVESTNET ASSET MANAGEMENT INC	23,865	$1.1T	0.35%	New
38	Asset Allocation Strategies LLC	20,513	$1.0T	0.25%	New
39	Perennial Investment Advisors, LLC	22,701	$1.0T	0.12%	New
40	Creative Planning	22,005	$991.3B	0.93%	New
41	SHELTON WEALTH MANAGEMENT, LLC	21,878	$985.6B	0.54%	New
42	Private Advisor Group, LLC	21,642	$975.0B	5.90%	New
43	Creekside Partners	20,205	$910.3B	0.48%	New
44	NewEdge Advisors, LLC	18,715	$843.1B	5.01%	New
45	Courage Miller Partners, LLC	14,215	$640.4B	0.22%	New
46	CreativeOne Wealth, LLC	13,777	$620.6B	0.02%	New
47	STIFEL FINANCIAL CORP	12,889	$580.6B	0.62%	New
48	City Center Advisors, LLC	12,338	$555.8B	0.65%	New
49	Lido Advisors, LLC	11,056	$498.1B	2.24%	New
50	NORTHERN TRUST CORP	10,499	$473.0B	0.07%	New

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As of QNaN NaN, 135 institutional investors hold ISCG (iShares Morningstar Small-Cap Growth ETF). The largest holder is Focus Partners Wealth with $82.1T in shares. This quarter, 135 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own ISCG?

As of QNaN NaN, 135 institutional investors report holding ISCG (iShares Morningstar Small-Cap Growth ETF) in their 13F filings.

Who is the largest institutional holder of ISCG?

The largest institutional holder of ISCG is Focus Partners Wealth with $82.1T in shares.

Is institutional ownership of ISCG increasing or decreasing?

This quarter, 135 institutions opened new positions in ISCG and 0 closed their positions.