Who owns ISCG?
iShares Morningstar Small-Cap Growth ETF · iShares
165 institutions reported holding ISCG, worth $610.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ISCG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Focus Partners Wealth | St Louis, MO | $59.8M | 912,075 | −43,647 shares |
| JPMorgan Chase & Co | New York, NY | $54.6M | 841,940 | −6,308 shares |
| LPL Financial LLC | Fort Mill, SC | $45.3M | 690,456 | +57,219 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $36.7M | 560,178 | +18,843 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $36.3M | 553,100 | −13,650 shares |
| Cetera Investment Advisers | Schaumburg, IL | $26.9M | 410,071 | −2,568 shares |
| Gallagher Fiduciary Advisors, LLC | Rolling Meadows, IL | $20.8M | 317,469 | −8,076 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $20.7M | 316,433 | +65,152 shares |
| Atria Investments, Inc | Charlotte, NC | $20.7M | 316,378 | −7,682 shares |
| Bank of America Corp. | Charlotte, NC | $18.1M | 276,453 | +7,096 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: ISCG vs VTWV, ISCG vs EZM, ISCG vs JHSC, ISCG vs AVMV.
Frequently asked questions
Who owns ISCG?
165 institutional managers reported holding ISCG in Form 13F filings for June 30, 2026, worth $610.4M in total. The largest reported position was held by Focus Partners Wealth, at $59.8M.
Did institutions buy or sell ISCG last quarter?
Reported 13F value rose 21.3% from March 31, 2026, which includes price moves as well as buying and selling. 28 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ISCG ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.