Public ownership evidence

iShares Morningstar Small-Cap Growth ETF (ISCG) Ownership Disclosures

Read ISCG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Morningstar Small-Cap Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
4,608
Value (USD)
$207,611
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read ISCG fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read ISCG fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-294,608$207,611None
Archer Investment Corp2026-06-302026-08-201,352$88,610None
Copia Wealth Management2026-06-302026-08-1925$1,639None
Asset Allocation Strategies LLC2026-06-302026-08-187,951$521,130None
Equitable Holdings, Inc.2026-06-302026-08-1821,304$1,396,230None
J.M. Arbour, LLC2026-06-302026-08-157,689$503,937None
Perennial Investment Advisors, LLC2026-06-302026-08-1533,999$2,228,296None
Foundations Investment Advisors, LLC2026-06-302026-08-1513,822$905,894None
Foundations Investment Advisors, LLC2026-06-302026-08-15250,203$16,398,315None
Qube Research & Technologies Ltd2026-06-302026-08-15155$10,159None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,025$67,199None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,888$320,355None
OSAIC HOLDINGS, INC.2026-06-302026-08-15547,187$35,870,918None
Gallagher Fiduciary Advisors, LLC2026-06-302026-08-15317,469$20,806,935None
Atlanta Consulting Group Advisors, LLC2026-06-302026-08-1550,882$3,334,806None
Keel Point, LLC2026-06-302026-08-153,613$236,796None
Financial Engines Advisors L.L.C.2026-06-302026-08-157,926$519,470None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1512,651$813,854None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15200$13,108None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15316,233$20,729,715None
MAI Capital Management2026-06-302026-08-157,902$517,930None
Pinnacle Financial Partners, Inc.2026-06-302026-08-153,277$214,785None
ROYAL BANK OF CANADA2026-06-302026-08-15831$54,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,170$77,000None
ROYAL BANK OF CANADA2026-06-302026-08-1554,624$3,580,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-156,256$409,992None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1520,836$1,365,592None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15111,113$7,282,343None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1526,524$1,738,389None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15134,700$8,828,228None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1519,676$1,289,550None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15117,520$7,702,261None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15158,933$10,416,473None
Pathstone Holdings, LLC2026-06-302026-08-1472$4,719None
Pathstone Holdings, LLC2026-06-302026-08-1430,606$2,005,917None
Visionary Wealth Advisors2026-06-302026-08-1415,528$1,017,720None
Sanctuary Advisors, LLC2026-06-302026-08-143,538$231,870None
Quantinno Capital Management LP2026-06-302026-08-147,566$495,929None
Rockefeller Capital Management L.P.2026-06-302026-08-142,510$164,532None
Rockefeller Capital Management L.P.2026-06-302026-08-1491$6,006None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,791$314,017None
UBS Group AG2026-06-302026-08-14166,628$10,920,799None
Mariner, LLC2026-06-302026-08-14132,530$8,686,011None
Creative Planning2026-06-302026-08-1421,366$1,400,342None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-141,741$114,105None
CIBC WORLD MARKET INC.2026-06-302026-08-147,901$517,832None
Manchester Capital Management LLC2026-06-302026-08-14390$25,561None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1441,621$2,727,854None
MORGAN STANLEY2026-06-302026-08-14249,393$16,345,220None
MORGAN STANLEY2026-06-302026-08-141$115None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Archer Investment Corp ↗Copia Wealth Management ↗Asset Allocation Strategies LLC ↗Equitable Holdings, Inc. ↗J.M. Arbour, LLC ↗Perennial Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Foundations Investment Advisors, LLC ↗Qube Research & Technologies Ltd ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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