ISCV

Ishares Morningstar Small-CaETF
UnclassifiedUSCUSIP 464288703◍ Confluence graph
Tracked 13F Holders
122
-40 QoQ
13F Value (tracked)
$352.3M
13F Moves · latest Q
25 added
20 trimmed
Recent Filings
0

Who owns ISCV?

122 tracked 13F filers

122 tracked 13F filers disclose a position in ISCV as of the latest SEC 13F filings, a combined $352.3M 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
1EXCHANGE TRADED CONCEPTS, LLC
$86.6M
1.1M
+17%
Added · +160K sh
Q2 2026
2MORGAN STANLEY
$20.8M
300K
−5.3%
Reduced · −17K sh
Q1 2026
3VAUGHAN & Co SECURITIES, INC.
$22.8M
291K
−0.8%
Reduced · −2K sh
Q2 2026
4Focus Partners Wealth
$20.0M
288K
+1.0%
Added · +3K sh
Q1 2026
5ROYAL BANK OF CANADA
$16.3M
235K
+51%
Added · +79K sh
Q1 2026
6LPL Financial LLC
$15.8M
227K
−1.9%
Reduced · −4K sh
Q1 2026
7BANK OF AMERICA CORP /DE/
$14.0M
202K
+17%
Added · +29K sh
Q1 2026
8Steele Capital Management, Inc.
$13.0M
188K
+0.2%
Added · +424 sh
Q1 2026
9WELLS FARGO & COMPANY/MN
$10.3M
149K
+5.5%
Added · +8K sh
Q1 2026
10ENVESTNET ASSET MANAGEMENT INC
$9.3M
134K
+142%
Added · +78K sh
Q1 2026
11UBS Group AG
$9.2M
132K
−1.4%
Reduced · −2K sh
Q1 2026
12GRANVILLE CAPITAL, INC.
$9.6M
123K
+3.0%
Added · +4K sh
Q2 2026
13RAYMOND JAMES FINANCIAL INC
$7.8M
112K
−2.0%
Reduced · −2K sh
Q1 2026
14Cetera Investment Advisers
$7.1M
103K
+3.4%
Added · +3K sh
Q1 2026
15MB Generational Wealth, LLC
$6.8M
87K
−1.3%
Reduced · −1K sh
Q2 2026
16Aptus Capital Advisors, LLC
$4.7M
60K
+5.0%
Added · +3K sh
Q2 2026
17Advisory Services Network, LLC
$4.1M
58K
+2.7%
Added · +2K sh
Q1 2026
18Ipsen Advisor Group LLC
$4.4M
56K
+0.3%
Added · +160 sh
Q2 2026
19COMMONWEALTH EQUITY SERVICES, LLC
$3.6M
51K
−7.3%
Reduced · −4K sh
Q1 2026
20Chicago Partners Investment Group LLC
$3.9M
50K
−0.8%
Reduced · −420 sh
Q2 2026
21JPMORGAN CHASE & CO
$3.2M
47K
+2.4%
Added · +1K sh
Q1 2026
22Kestra Advisory Services, LLC
$3.6M
47K
+0.7%
Added · +319 sh
Q2 2026
23Rodgers & Associates, LTD
$3.2M
41K
−2.7%
Reduced · −1K sh
Q2 2026
24AMERIPRISE FINANCIAL INC
$2.7M
38K
−15%
Reduced · −7K sh
Q1 2026
25EP Wealth Advisors, LLC
$2.8M
35K
+5.1%
Added · +2K 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 ISCV being bought or sold by institutions?

Last quarter, 7 funds opened a new position in ISCV and 18 added to an existing one, while 20 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
18
funds
Reduced
20
funds
Exited
0
funds

Funds that own ISCV also own

CompanyCo-held byCombined value
APPLE INCAAPL66 funds$39.3B
MICROSOFT CORPMSFT64 funds$31.5B
AMAZON.COM INCAMZN63 funds$21.2B
SS SPDR S&P 500 ETF TRUST-USSPY62 funds$3.0B
NVIDIA CORPNVDA61 funds$48.0B
JPMORGAN CHASE & COJPM60 funds$7.9B
BERKSHIRE HATHAWAY INC-CL BBRK/B60 funds$6.6B
ISHARES CORE S&P 500 ETFIVV60 funds$4.8B
COSTCO WHOLESALE CORPCOST60 funds$4.4B
ALPHABET INC-CL AGOOGL59 funds$18.0B
JOHNSON & JOHNSONJNJ58 funds$6.8B
VISA INC-CLASS A SHARESV58 funds$5.8B

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

Institutional ownership over time

75 funds-12 since Q3 2024
058116Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $181.4M

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 ISCV

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/ISCV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ISCV.
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 ISCV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.