Who owns iShares Morningstar Small-Cap Growth ETF?
Institutional ownership of ISCG from SEC Form 13F filings across 105 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.
105
13F holders
$475.9M
value, 2026 filers
46.1%
of shares outstanding (7.3M sh)
20
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 | AMERIPRISE FINANCIAL INC | 316,433 | $20.7M | 0.0% | 2% | +25.9% |
| 8 | Atria Investments, Inc | 316,378 | $20.7M | 0.2% | 2% | -2.4% |
| 9 | BANK OF AMERICA CORP /DE/ | 276,453 | $18.1M | 0.0% | 1.7% | +2.6% |
| 10 | Foundations Investment Advisors, LLC | 264,025 | $17.3M | 0.2% | 1.7% | +1.7% |
| 11 | MORGAN STANLEY | 262,779 | $17.2M | 0.0% | 1.7% | +1.0% |
| 12 | UBS Group AG | 166,628 | $10.9M | 0.0% | 1.1% | -0.1% |
| 13 | RAYMOND JAMES FINANCIAL INC | 158,473 | $10.4M | 0.0% | 1% | +1.7% |
| 14 | WELLS FARGO & COMPANY/MN | 154,376 | $10.1M | 0.0% | 1% | -6.6% |
| 15 | Mariner, LLC | 132,530 | $8.7M | 0.0% | 0.8% | -5.7% |
| 16 | EP Wealth Advisors, LLCNEW | 128,722 | $8.4M | 0.0% | 0.8% | new |
| 17 | Certified Advisory Corp | 98,173 | $6.4M | 0.5% | 0.6% | +18.8% |
| 18 | IAG Wealth Partners, LLC | 77,865 | $5.1M | 0.5% | 0.5% | -0.3% |
| 19 | HighTower Advisors, LLC | 66,058 | $4.3M | 0.0% | 0.4% | -0.6% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 64,428 | $4.2M | 0.0% | 0.4% | +0.4% |
| 21 | ROYAL BANK OF CANADA | 56,625 | $3.7M | 0.0% | 0.4% | -12.7% |
| 22 | LRI Investments, LLC | 45,400 | $3.0M | 0.2% | 0.3% | 0.0% |
| 23 | LEVEL FOUR ADVISORY SERVICES, LLC | 44,948 | $2.9M | 0.1% | 0.3% | -15.7% |
| 24 | CAPTRUST FINANCIAL ADVISORS | 41,621 | $2.7M | 0.0% | 0.3% | -23.9% |
| 25 | Key Financial Inc | 36,255 | $2.4M | 0.4% | 0.2% | -0.6% |
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.