Who Owns iShares Morningstar Small-Cap Growth ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Morningstar Small-Cap Growth ETF.
Who crossed 5% of ISCG →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Matrix Trust CoMRGSTR SM CP GR179.9K shtrimmed | $11M |
| MRA Advisory GroupMRGSTR SM CP GR84.8K shtrimmed | $5.2M |
| Wealth Enhancement Trust Services, Inc.MRGSTR SM CP GR28.5K shadded | $1.7M |
| Farther Finance Advisors, LLCETF10K shtrimmed | $612.2K |
| Breakwater Capital GroupMRGSTR SM CP GR5.7K shadded | $348.3K |
| Asempa Wealth AdvisorsMRGSTR SM CP GR4.3K shheld | $265.3K |
| Everhart Financial Group, Inc.MRGSTR SM CP GR3.4K shheld | $208.6K |
| TOMPKINS FINANCIAL CORPMRGSTR SM CP GR1.9K shheld | $118.9K |
| Central Pacific Bank - Trust DivisionMRGSTR SM CP GR48 shheld | $2.9K |
| CoreCap Advisors, LLCETF30 shadded | $1.8K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on ISCG
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