ISCV — Ishares Morningstar Small Cap Value ETF Institutional Holders · Q3 2026
Who owns Ishares Morningstar Small Cap Value ETF (ISCV)? 3 institutions reported holding $14.53M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Matrix Trust Co ($14.2M), Farther Finance Advisors, LLC ($347,284), Olistico Wealth, LLC ($5,610).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Matrix Trust Co | $14.2M | 189,541 | Added |
| 2 | Farther Finance Advisors, LLC | $347,284 | 4,642 | Added |
| 3 | Olistico Wealth, LLC | $5,610 | 75 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30