Public ownership evidence

iShares Morningstar Small-Cap Value ETF (ISCV) Ownership Disclosures

Read ISCV 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 Value ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Archer Investment Corp
Report period
2026-06-30
Available
2026-08-20
Reported shares
468
Value (USD)
$36,653
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 0001162044-26-000700
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 ISCV fundamentals

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

Read ISCV 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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Archer Investment Corp2026-06-302026-08-20468$36,653None
Caitlin John, LLC2026-06-302026-08-1859$4,621None
Equitable Holdings, Inc.2026-06-302026-08-187,856$615,257None
Perennial Investment Advisors, LLC2026-06-302026-08-1529,046$2,274,817None
Western Wealth Management, LLC2026-06-302026-08-152,956$231,472None
OSAIC HOLDINGS, INC.2026-06-302026-08-15116$9,068None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,395$344,439None
JANE STREET GROUP, LLC2026-06-302026-08-152,804$219,605None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1544,345$3,473,034None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-153,958$309,985None
Waverly Advisors, LLC2026-06-302026-08-152,925$229,082None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1511,423$895,792None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15114$8,928None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1539,374$3,083,747None
ROYAL BANK OF CANADA2026-06-302026-08-15104,003$8,145,000None
ROYAL BANK OF CANADA2026-06-302026-08-15495$39,000None
ROYAL BANK OF CANADA2026-06-302026-08-15106,386$8,332,000None
ROYAL BANK OF CANADA2026-06-302026-08-15306$24,000None
CITADEL ADVISORS LLC2026-06-302026-08-158,810$689,986None
IHT Wealth Management, LLC2026-06-302026-08-1512,454$975,360None
IHT Wealth Management, LLC2026-06-302026-08-1510,369$812,046None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15101,244$7,929,285None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-158,529$667,952None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1558,087$4,549,325None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1526,621$2,084,935None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1556,563$4,429,958None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15131,855$10,326,610None
BANK OF AMERICA CORP /DE/2026-06-302026-08-156,671$522,459None
Pathstone Holdings, LLC2026-06-302026-08-149,399$736,116None
PANORAMIC INVESTMENT ADVISORS, LLC2026-06-302026-08-1413,625$1,067,093None
Quantinno Capital Management LP2026-06-302026-08-1416,850$1,319,667None
Rockefeller Capital Management L.P.2026-06-302026-08-141,050$82,234None
Rockefeller Capital Management L.P.2026-06-302026-08-142,223$174,102None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14222$17,387None
UBS Group AG2026-06-302026-08-14137,101$10,737,613None
Mariner, LLC2026-06-302026-08-148,835$691,928None
Creative Planning2026-06-302026-08-144,518$353,860None
Prosperity Consulting Group, LLC2026-06-302026-08-1433,407$2,616,386None
HANTZ FINANCIAL SERVICES, INC.2026-06-302026-08-14508$40,000None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1434,603$2,710,052None
MORGAN STANLEY2026-06-302026-08-14281,981$22,084,392None
MORGAN STANLEY2026-06-302026-08-144$317None
MORGAN STANLEY2026-06-302026-08-147,023$550,031None
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2026-06-302026-08-143,896$305,131None
FMR LLC2026-06-302026-08-144,656$364,666None
FMR LLC2026-06-302026-08-14443$34,695None
Smartleaf Asset Management LLC2026-06-302026-08-133,009$235,754None
Integrated Wealth Concepts LLC2026-06-302026-08-131,179$92,382None
Cetera Investment Advisers2026-06-302026-08-13102,383$8,018,496None
Advisory Services Network, LLC2026-06-302026-08-13594$46,521None

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

Archer Investment Corp ↗Caitlin John, LLC ↗Equitable Holdings, Inc. ↗Perennial Investment Advisors, LLC ↗Western Wealth Management, LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗

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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