Institutional Ownership
Ishares Morningstar Small-Cap ETF
CUSIP 46434V365ETFQ1 2026
Institutional Holders
1
13F filers
Shares Held
5.2K
Aggregate institutional
Institutional Value
$341.0K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Phillip James Consulting Co. | 5.2K | $341.0K | +5.2K | New |