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ISCB — iShares Morningstar Small-Cap Institutional Holders · Q3 2026

Who owns iShares Morningstar Small-Cap (ISCB)? 3 institutions reported holding $829,888 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pps&V Asset Management Consultants, Inc. ($409,729), Pathway Financial Advisors LLC ($309,673), Farther Finance Advisors, LLC ($110,486).

RankInstitutionValueSharesChange
1PPS&V ASSET MANAGEMENT CONSULTANTS, INC.$409,7295,755Hold
2Pathway Financial Advisors LLC$309,6734,350Hold
3Farther Finance Advisors, LLC$110,4861,552Hold

Source: SEC Form 13F filings · as of 2026-09-30