ISHARES TR

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ISCV·464288703·US·etf·Unknown - Unknown

MRNING SM CP ETF

ISCV (ISHARES TR) is held by 48 institutional investors as of Q1 2026. Largest holders: EXCHANGE TRADED CONCEPTS, LLC ($65.8M), MORGAN STANLEY ($20.8M), Focus Partners Wealth ($20M). Net institutional sentiment: Mixed.

48

Holders

Avg rating(13 Elite)

$230M

Total Value

66% (51)

Fund Consensus

29 buying - 15 selling

Smart Money Verdict

View all

61Mixed MomentumSingle Source

Institutional (13F)61

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how ISCV's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

15

★★★★

Strong

15

★★★

Solid

8

★★

Below

0

★

Weak

Held by 48 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (48)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
EXCHANGE TRADED CONCEPTS, LLC	Increased	946,217(+4.2%)	$65.8M	0.5%	+12.22%	37
MORGAN STANLEY	Decreased	299,793(-5.3%)	$20.8M	0.0%	+29.51%	0
FWFocus Partners Wealth	Increased	288,137(+1.0%)	$20M	0.0%	+21.07%	29
ROYAL BANK OF CANADA	Increased	234,525(+51.1%)	$16.3M	0.0%	+11.83%	39
LPL Financial LLC	Decreased	226,955(-1.9%)	$15.8M	0.0%	+22.53%	0
BANK OF AMERICA CORP /DE/	Increased	201,871(+17.1%)	$14M	0.0%	+14.13%	33
WELLS FARGO & COMPANY/MN	Increased	148,789(+5.5%)	$10.3M	0.0%	+33.52%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	133,805(+141.9%)	$9.3M	0.0%	+8.62%	45
UBS Group AG	Decreased	132,478(-1.5%)	$9.2M	0.0%	+30.11%	0
RAYMOND JAMES FINANCIAL INC	Decreased	111,685(-2.0%)	$7.8M	0.0%	+17.43%	0
Cetera Investment Advisers	Increased	102,633(+3.4%)	$7.1M	0.0%	+18.81%	28
Aptus Capital Advisors, LLC	Increased	57,300(+2.7%)	$4M	0.0%	+12.19%	27
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	51,107(-7.3%)	$3.6M	0.0%	+29.46%	0
Kestra Advisory Services, LLC	Increased	46,233(+4.2%)	$3.2M	0.0%	+35.09%	28
JPMORGAN CHASE & CO	Increased	46,867(+2.5%)	$3.2M	0.0%	+19.16%	27
AMERIPRISE FINANCIAL INC	Decreased	38,406(-14.9%)	$2.7M	0.0%	+31.84%	0
CAPTRUST FINANCIAL ADVISORS	Decreased	34,730(-4.2%)	$2.4M	0.0%	+17.75%	0
EP Wealth Advisors, LLC	Unchanged	33,628	$2.3M	0.0%	+18.23%	0
D.A. DAVIDSON & CO.	Increased	22,290(+3.7%)	$1.5M	0.0%	+38.35%	27
Equitable Holdings, Inc.	Increased	20,730(+4.2%)	$1.4M	0.0%	+8.84%	27

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer