§ EQUITY
USDISCV
ISHARES MORNINGSTAR SMALL-CA
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
52 increased/new, 52 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 946K | 0.5% | +4% |
| Morgan Stanley | 300K | 0.0% | n/a |
| VAUGHAN & Co SECURITIES, INC. | 293K | 10.6% | −3% |
| Focus Partners Wealth | 288K | 0.0% | +1% |
| ROYAL BANK OF CANADA | 235K | 0.0% | +51% |
| LPL Financial LLC | 227K | 0.0% | −2% |
◇ AC INTELLIGENCE
Top institutional owners for ISCV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER76.3% · 104 holders
DEALER / BANK21.9% · 15 holders
QUALITY / COMPOUNDER0.9% · 4 holders
INCOME / DEFENSIVE0.8% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for ISCV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention ISCV yet.