ISCB

Ishares Morningstar SM CapETF$74.78 0.47%
UnclassifiedUSCUSIP 464288505· EOD Jul 16, 2026◍ Confluence graph
Tracked 13F Holders
67
+5 QoQ
13F Value (tracked)
$100.1M
13F Moves · latest Q
9 added
5 trimmed
Recent Filings
0

Price & smart-money activity

$74.78 0.47%5Y +33.6%
$40.20$49.63$59.06$68.48$77.91202120222023202420252026436262252363264246255232466568310389873
Hover for who · click for detailEnd-of-day closing prices52w $58.42 – $75.51

Who owns ISCB?

67 tracked 13F filers

67 tracked 13F filers disclose a position in ISCB as of the latest SEC 13F filings, a combined $100.1M 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
6Gladstone Institutional Advisory LLC
$2.4M
36K
−1.1%
Reduced · −400 sh
Q1 2026
7Goldstein Advisors, LLC
$2.7M
36K
−2.3%
Reduced · −832 sh
Q2 2026
8RAYMOND JAMES FINANCIAL INC
$2.2M
34K
+1.3%
Added · +423 sh
Q1 2026
9CITADEL ADVISORS LLC
$2.0M
31K
−8.6%
Reduced · −3K sh
Q1 2026
10COMMONWEALTH EQUITY SERVICES, LLC
$2.0M
30K
−12%
Reduced · −4K sh
Q1 2026
11Rockefeller Capital Management L.P.
$1.9M
29K
+1.4%
Added · +409 sh
Q1 2026
12HighTower Advisors, LLC
$1.7M
27K
+8.5%
Added · +2K sh
Q1 2026
13MERCER GLOBAL ADVISORS INC /ADV
$1.7M
26K
−0.3%
Reduced · −77 sh
Q1 2026
14CHOREO, LLC
$1.6M
25K
+0.3%
Added · +67 sh
Q1 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
18NATIONS FINANCIAL GROUP INC, /IA/ /ADV
$1.3M
20K
−1.4%
Reduced · −280 sh
Q1 2026
19JPMORGAN CHASE & CO
$1.1M
17K
−0.7%
Reduced · −117 sh
Q1 2026
20ROYAL BANK OF CANADA
$757K
12K
+6.1%
Added · +670 sh
Q1 2026
21SUSQUEHANNA INTERNATIONAL GROUP, LLP
$697K
11K
+95%
Added · +5K sh
Q1 2026
22OSAIC HOLDINGS, INC.
$616K
9K
−25%
Reduced · −3K sh
Q1 2026
23Perigon Wealth Management, LLC
$606K
9K
+23%
Added · +2K sh
Q1 2026
24Richwood Investment Advisors, LLC
$596K
9K
−4.4%
Reduced · −420 sh
Q1 2026
25UNITED CAPITAL FINANCIAL ADVISORS, LLC
$546K
8K
+1.0%
Added · +80 sh
Q1 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, 4 funds opened a new position in ISCB and 5 added to an existing one, while 5 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)
4
funds
Added
5
funds
Reduced
5
funds
Exited
0
funds

Funds that own ISCB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA26 funds$12.3B
ISHARES CORE S&P 500 ETFIVV26 funds$12.0B
APPLE INCAAPL26 funds$11.9B
MICROSOFT CORPMSFT26 funds$9.3B
SS SPDR S&P 500 ETF TRUST-USSPY26 funds$8.2B
AMAZON.COM INCAMZN26 funds$7.6B
ALPHABET INC-CL AGOOGL26 funds$6.4B
BROADCOM INCAVGO26 funds$4.4B
JPMORGAN CHASE & COJPM26 funds$4.4B
META PLATFORMS INC-CLASS AMETA26 funds$4.3B
ALPHABET INC-CL CGOOG26 funds$4.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B26 funds$3.7B

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

Institutional ownership over time

68 funds+14 since Q3 2024
03468Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $99.4M

Recent filings

0 shown

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

Browse more

Build

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.