Who owns iShares Morningstar Small-Cap Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ISCG from SEC Form 13F filings across 168 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, 168 institutions disclosed 9.3M shares of iShares Morningstar Small-Cap Growth ETF worth $610.1M — about 58.9% of shares outstanding; the largest disclosed holder is Focus Partners Wealth. Source: SEC Form 13F filings, parsed by EvidInvest.
168
13F holders
$610.1M
value, 2026 filers
58.9%
of shares outstanding (9.3M sh)
28
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 ISCG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 912,075 | $59.8M | 0.1% | 5.8% | -4.6% |
| 2 | JPMORGAN CHASE & CO | 841,940 | $54.6M | 0.0% | 5.3% | -0.7% |
| 3 | LPL Financial LLC | 690,456 | $45.3M | 0.0% | 4.4% | +9.0% |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 560,178 | $36.7M | 0.0% | 3.5% | +3.5% |
| 5 | OSAIC HOLDINGS, INC. | 553,100 | $36.3M | 0.0% | 3.5% | -2.4% |
| 6 | Cetera Investment Advisers | 410,071 | $26.9M | 0.0% | 2.6% | -0.6% |
| 7 | Gallagher Fiduciary Advisors, LLC | 317,469 | $20.8M | 0.7% | 2% | -2.5% |
| 8 | AMERIPRISE FINANCIAL INC | 316,433 | $20.7M | 0.0% | 2% | +25.9% |
| 9 | Atria Investments, Inc | 316,378 | $20.7M | 0.2% | 2% | -2.4% |
| 10 | BANK OF AMERICA CORP /DE/ | 276,453 | $18.1M | 0.0% | 1.7% | +2.6% |
| 11 | Foundations Investment Advisors, LLC | 264,025 | $17.3M | 0.2% | 1.7% | +1.7% |
| 12 | MORGAN STANLEY | 262,779 | $17.2M | 0.0% | 1.7% | +1.0% |
| 13 | Black Diamond Financial, LLC | 192,806 | $12.6M | 1.1% | 1.2% | +9.5% |
| 14 | Steele Capital Management, Inc. | 180,159 | $11.8M | 0.4% | 1.1% | +0.9% |
| 15 | Matrix Trust Co | 180,159 | $11.8M | 1.7% | 1.1% | +0.9% |
| 16 | UBS Group AG | 166,628 | $10.9M | 0.0% | 1.1% | -0.1% |
| 17 | RAYMOND JAMES FINANCIAL INC | 158,473 | $10.4M | 0.0% | 1% | +1.7% |
| 18 | WELLS FARGO & COMPANY/MN | 154,376 | $10.1M | 0.0% | 1% | -6.6% |
| 19 | Mariner, LLC | 132,530 | $8.7M | 0.0% | 0.8% | -5.7% |
| 20 | EP Wealth Advisors, LLCNEW | 128,722 | $8.4M | 0.0% | 0.8% | new |
| 21 | Ipsen Advisor Group LLC | 115,986 | $7.6M | 4.9% | 0.7% | +0.4% |
| 22 | NorthStar Asset Management LLC /NJ/ | 112,064 | $7.3M | 3.0% | 0.7% | +7.3% |
| 23 | MRA Advisory Group | 110,815 | $7.3M | 2.6% | 0.7% | +1.0% |
| 24 | McKinley Carter Wealth Services, Inc. | 107,441 | $7.0M | 0.4% | 0.7% | +1.9% |
| 25 | BEAM WEALTH ADVISORS, INC. | 101,160 | $6.6M | 1.5% | 0.6% | -3.0% |
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.