ISCB

Ishares Morningstar SM CapETF
UnclassifiedUSCUSIP 464288505◍ Confluence graph
Tracked 13F Holders
83
-33 QoQ
13F Value (tracked)
$105.9M
13F Moves · latest Q
13 added
8 trimmed
Recent Filings
0

Who owns ISCB?

83 tracked 13F filers

83 tracked 13F filers disclose a position in ISCB as of the latest SEC 13F filings, a combined $105.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$23.0M
353K
−2.3%
Reduced · −8K sh
Q1 2026
2Cetera Investment Advisers
$17.6M
270K
+0.1%
Added · +210 sh
Q1 2026
3LPL Financial LLC
$12.3M
190K
+6.3%
Added · +11K sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$4.7M
72K
+0.4%
Added · +307 sh
Q1 2026
5BANK OF AMERICA CORP /DE/
$4.1M
64K
−3.9%
Reduced · −3K sh
Q1 2026
6Goldstein Advisors, LLC
$2.7M
36K
−2.3%
Reduced · −832 sh
Q2 2026
7Gladstone Institutional Advisory LLC
$2.6M
34K
−5.6%
Reduced · −2K sh
Q2 2026
8RAYMOND JAMES FINANCIAL INC
$2.2M
34K
+1.3%
Added · +423 sh
Q1 2026
9COMMONWEALTH EQUITY SERVICES, LLC
$2.0M
30K
−12%
Reduced · −4K sh
Q1 2026
10Rockefeller Capital Management L.P.
$1.9M
29K
+1.4%
Added · +409 sh
Q1 2026
11HighTower Advisors, LLC
$1.7M
27K
+8.5%
Added · +2K sh
Q1 2026
12CITADEL ADVISORS LLC
$2.0M
27K
−15%
Reduced · −5K sh
Q2 2026
13MERCER GLOBAL ADVISORS INC /ADV
$1.7M
26K
−0.3%
Reduced · −77 sh
Q1 2026
14CHOREO, LLC
$1.9M
25K
+0.3%
Added · +74 sh
Q2 2026
15UBS Group AG
$1.5M
22K
+3.5%
Added · +758 sh
Q1 2026
16AMERIPRISE FINANCIAL INC
$1.4M
22K
+2.1%
Added · +460 sh
Q1 2026
17NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$1.4M
21K
−4.1%
Reduced · −920 sh
Q1 2026
18Brand Asset Management Group, Inc.
$1.6M
21K
−1.9%
Reduced · −409 sh
Q2 2026
19NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$1.5M
20K
−1.4%
Reduced · −289 sh
Q2 2026
20JPMORGAN CHASE & CO
$1.1M
17K
−0.7%
Reduced · −117 sh
Q1 2026
21ROYAL BANK OF CANADA
$757K
12K
+6.1%
Added · +670 sh
Q1 2026
22Perigon Wealth Management, LLC
$826K
11K
+17%
Added · +2K sh
Q2 2026
23SUSQUEHANNA INTERNATIONAL GROUP, LLP
$697K
11K
+95%
Added · +5K sh
Q1 2026
24OSAIC HOLDINGS, INC.
$616K
9K
−25%
Reduced · −3K sh
Q1 2026
25Richwood Investment Advisors, LLC
$675K
9K
−2.5%
Reduced · −225 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is ISCB being bought or sold by institutions?

Last quarter, 7 funds opened a new position in ISCB and 6 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
7
funds
Added
6
funds
Reduced
8
funds
Exited
0
funds

Funds that own ISCB also own

CompanyCo-held byCombined value
ISHARES CORE S&P 500 ETFIVV33 funds$5.0B
APPLE INCAAPL32 funds$8.2B
ISHARES CORE S&P MIDCAP ETFIJH32 funds$619.8M
ISHARES CORE S&P SMALL-CAP EIJR32 funds$580.8M
NVIDIA CORPNVDA31 funds$10.6B
MICROSOFT CORPMSFT31 funds$6.0B
AMAZON.COM INCAMZN30 funds$6.1B
ALPHABET INC-CL AGOOGL30 funds$3.8B
JPMORGAN CHASE & COJPM30 funds$2.1B
INVESCO QQQ TRUST SERIES 1QQQ30 funds$1.5B
ELI LILLY & COLLY30 funds$1.5B
VANGUARD VALUE ETFVTV30 funds$1.3B

Ranked by how many of ISCB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

45 funds-17 since Q3 2024
03978Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $21.3M

Share classes

Class13F holdersValue held
MUBcs1520 funds$35.3B
EFViShares MSCI EAFE Value ETF1157 funds$23.9B
EFGcs979 funds$12.2B
ITAcs943 funds$6.6B
MBBcs934 funds$34.2B
IGSBcs923 funds$15.2B
HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class888 funds$20.3B
PFFcs885 funds$5.0B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in ISCB

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ISCB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ISCB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ISCB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.