Who owns ISCV?
iShares Morningstar Small-Cap Value ETF · iShares
130 institutions reported holding ISCV, worth $393.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ISCV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Exchange Traded Concepts, LLC | Oklahoma City, OK | $86.6M | 1,105,961 | +159,744 shares |
| VAUGHAN & Co SECURITIES, INC. | Ridgewood, NJ | $22.8M | 290,935 | −2,488 shares |
| Morgan Stanley | New York, NY | $22.6M | 289,008 | −10,785 shares |
| Focus Partners Wealth | St Louis, MO | $21.9M | 279,159 | −8,978 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $16.5M | 211,190 | −23,335 shares |
| Bank of America Corp. | Charlotte, NC | $15.3M | 195,089 | −6,782 shares |
| LPL Financial LLC | Fort Mill, SC | $14.9M | 189,995 | −36,960 shares |
| Steele Capital Management, Inc. | Dubuque, IA | $14.8M | 189,142 | +1,539 shares |
| Matrix Trust Co | Denver, CO | $14.8M | 189,142 | +1,539 shares |
| UBS Group AG | Zurich, Switzerland | $10.7M | 137,101 | +4,623 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.
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Frequently asked questions
Who owns ISCV?
130 institutional managers reported holding ISCV in Form 13F filings for June 30, 2026, worth $393.2M in total. The largest reported position was held by Exchange Traded Concepts, LLC, at $86.6M.
Did institutions buy or sell ISCV last quarter?
Reported 13F value rose 15.1% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 7 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 ISCV 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.