iShares Morningstar SM Cap ETF (ISCB): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of ISCB (all 13F filers)
- Morgan Stanley349 KBank or trading desk−3,432
- Cetera Investment Advisers272 KWealth adviser+1,717
- LPL Financial198 KWealth adviser+8,428
- Wells Fargo72 KBank or trading desk+407
- Bank of America64 KBank or trading desk+380
- Goldstein Advisors36 KType not verified−832
- Gladstone Institutional Advisory34 KType not verified−2,010
- Raymond James Financial34 KWealth adviser−25
- Rockefeller Capital Management29 KWealth adviser0
- HighTower Advisors27 KWealth adviser−1
- Shares
- 349 K
- Change
- −3,432
See more
- Type
- Bank or trading desk
- Value
- $26.4M
- Shares
- 272 K
- Change
- +1,717
See more
- Type
- Wealth adviser
- Value
- $20.5M
- Shares
- 198 K
- Change
- +8,428
See more
- Type
- Wealth adviser
- Value
- $15.0M
- Shares
- 72 K
- Change
- +407
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- Type
- Bank or trading desk
- Value
- $5.4M
- Shares
- 64 K
- Change
- +380
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- Type
- Bank or trading desk
- Value
- $4.8M
- Shares
- 36 K
- Change
- −832
See more
- Type
- Type not verified
- Value
- $2.7M
- Shares
- 34 K
- Change
- −2,010
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- Type
- Type not verified
- Value
- $2.6M
- Shares
- 34 K
- Change
- −25
See more
- Type
- Wealth adviser
- Value
- $2.5M
- Shares
- 29 K
- Change
- 0
See more
- Type
- Wealth adviser
- Value
- $2.2M
- Shares
- 27 K
- Change
- −1
See more
- Type
- Wealth adviser
- Value
- $2.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗