Who owns iShares Morningstar Small-Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ISCB from SEC Form 13F filings across 87 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 87 institutions disclosed 1.6M shares of iShares Morningstar Small-Cap ETF worth $119.9M — about 42% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
87
13F holders
$119.9M
value, 2026 filers
42%
of shares outstanding (1.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of ISCB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 349,227 | $26.4M | 0.0% | 9.2% | -1.0% |
| 2 | Cetera Investment Advisers | 271,969 | $20.5M | 0.0% | 7.2% | +0.6% |
| 3 | LPL Financial LLC | 198,078 | $15.0M | 0.0% | 5.2% | +4.4% |
| 4 | WELLS FARGO & COMPANY/MN | 72,111 | $5.4M | 0.0% | 1.9% | +0.6% |
| 5 | BANK OF AMERICA CORP /DE/ | 63,984 | $4.8M | 0.0% | 1.7% | +0.6% |
| 6 | Goldstein Advisors, LLC | 36,131 | $2.7M | 0.2% | 1% | -2.3% |
| 7 | Gladstone Institutional Advisory LLC | 34,130 | $2.6M | 0.1% | 0.9% | -5.6% |
| 8 | RAYMOND JAMES FINANCIAL INC | 33,640 | $2.5M | 0.0% | 0.9% | -0.1% |
| 9 | Rockefeller Capital Management L.P. | 29,413 | $2.2M | 0.0% | 0.8% | 0.0% |
| 10 | HighTower Advisors, LLC | 26,647 | $2.0M | 0.0% | 0.7% | 0.0% |
| 11 | CITADEL ADVISORS LLC | 26,509 | $2.0M | 0.0% | 0.7% | -14.5% |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 26,267 | $2.0M | 0.0% | 0.7% | -13.5% |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | 25,966 | $2.0M | 0.0% | 0.7% | -0.4% |
| 14 | CHOREO, LLC | 25,010 | $1.9M | 0.0% | 0.7% | +0.3% |
| 15 | AMERIPRISE FINANCIAL INC | 22,567 | $1.7M | 0.0% | 0.6% | +1.7% |
| 16 | UBS Group AG | 21,740 | $1.6M | 0.0% | 0.6% | -2.9% |
| 17 | Brand Asset Management Group, Inc. | 21,119 | $1.6M | 0.4% | 0.6% | -1.9% |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20,184 | $1.5M | 0.0% | 0.5% | -5.8% |
| 19 | ROYAL BANK OF CANADA | 19,907 | $1.5M | 0.0% | 0.5% | +71.1% |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19,651 | $1.5M | 0.1% | 0.5% | -1.4% |
| 21 | JPMORGAN CHASE & CONEW | 17,214 | $1.3M | 0.0% | 0.5% | new |
| 22 | JONES FINANCIAL COMPANIES LLLP | 12,208 | $914,733 | 0.0% | 0.3% | +70.2% |
| 23 | Perigon Wealth Management, LLC | 10,940 | $826,038 | 0.0% | 0.3% | +17.4% |
| 24 | OSAIC HOLDINGS, INC. | 10,299 | $778,010 | 0.0% | 0.3% | +8.8% |
| 25 | Richwood Investment Advisors, LLC | 8,934 | $674,583 | 0.5% | 0.2% | -2.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.