ISHARES MORNINGSTAR SMALL-CAP ETF

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ISCB·464288505·US·ETF·Unknown - Unknown

ISCB (ISHARES MORNINGSTAR SMALL-CAP ETF) is held by 39 institutional investors as of Q2 2026. Largest holders: MORGAN STANLEY ($26.4M), Cetera Investment Advisers ($20.5M), LPL Financial LLC ($15M). Net institutional sentiment: Mixed.

39

Holders

(5 Elite)

$100M

Total Value

55% (33)

Consensus

18 buying - 15 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)47

Insider (Form 4)47

Activist (13D/13G)66

Congressional (STOCK Act)32

Holder Quality

48

★★★★★

Elite

46

★★★★

Strong

56

★★★

Solid

14

★★

Below

79

★

Weak

Held by 39 funds

5 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for ISCB.

Top Holders

Top Holders (39)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	349,227(-1.0%)	$26.4M	0.0%	+43.49%	0
Cetera Investment Advisers	Increased	271,969(+0.6%)	$20.5M	0.0%	+28.75%	29
LPL Financial LLC	Increased	198,078(+4.4%)	$15M	0.0%	+36.75%	29
WELLS FARGO & COMPANY/MN	Increased	72,111(+0.6%)	$5.4M	0.0%	+49.50%	27
BANK OF AMERICA CORP /DE/	Increased	63,984(+0.6%)	$4.8M	0.0%	+31.44%	27
RAYMOND JAMES FINANCIAL INC	Decreased	33,640(-0.1%)	$2.5M	0.0%	+31.43%	0
Rockefeller Capital Management L.P.	Unchanged	29,413	$2.2M	0.0%	+38.33%	0
HighTower Advisors, LLC	Decreased	26,647	$2M	0.0%	+47.55%	0
CITADEL ADVISORS LLC	Decreased	26,509(-14.5%)	$2M	0.0%	+24.17%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	26,267(-13.5%)	$2M	0.0%	+47.80%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	25,966(-0.4%)	$2M	0.0%	+64.30%	0
AMERIPRISE FINANCIAL INC	Increased	22,567(+1.7%)	$1.7M	0.0%	+48.41%	26
UBS Group AG	Decreased	21,740(-2.9%)	$1.6M	0.0%	+57.71%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	20,184(-5.8%)	$1.5M	0.0%	+32.33%	0
ROYAL BANK OF CANADA	Increased	19,907(+71.1%)	$1.5M	0.0%	+16.95%	38
JPMORGAN CHASE & CO	Decreased	17,214(-0.4%)	$1.3M	0.0%	+28.13%	0
JONES FINANCIAL COMPANIES LLLP	Increased	12,208(+70.2%)	$914,733	0.0%	+10.45%	37
OSAIC HOLDINGS, INC.	Increased	10,299(+8.8%)	$778,010	0.0%	+47.73%	27
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	8,000	$604,056	0.0%	+45.11%	0
FMR LLC	Increased	7,776(+0.6%)	$587,137	0.0%	+30.81%	17

Showing 1-20 of 39

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ISCBISHARES MORNINGSTAR SMALL-CAP ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer