PlanOptica
iShares

iShares Morningstar Small-Cap Growth ETF

Ticker ISCG · ETFIndex

Matched by tickerAll BlackRock fundsSearch the plans that hold it

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Filings through .

Plans holding
7
2 with $250K or more
Dollars held
$2.3M
69,855 of 69,862 plans with fund lines hold none
Median per plan
$150K
Share of their fund dollars
2.0%

Plans that added or dropped it from 2024 to 2025

Added
1 plan
$813K at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle

Plans that added it in 2025 (1 plan)

Stable value and insurance contract lines, renames and class changes are not counted.

Which plans hold iShares Morningstar Small-Cap Growth ETF

The largest 10 plans in each list.

The International 401(k) Pooled Employer Plan$72.2M plan · Austin 3(16) Fiduciary Limited, NY · RPG Consultants$889K
Retirement Income Security Plan-Mod Pizza$13.3M plan · Mod Super Fast Pizza, LLC, WA · Not identified$813K
Retirement Income Security Plan-Laritech, Inc.$7.6M plan · Laritech, Inc., CA · Integrity Financial$222K
Retirement Income Security Plan-T.E. Walrath Trucking, Inc.$4.1M plan · T.E. Walrath Trucking, Inc., WA · Not identified$150K
Z & M Sheet Metal, Inc. Profit Sharing Plan$9.9M plan · Z & M Sheet Metal, Inc., VA · Not identified$134K
PKM Steel Service, Inc. Profit Sharing Retirement/401(k) Plan$7.4M plan · PKM Steel Service, Inc., KS · Keating Financial Advisory Services$63K
Retirement Income Security Plan-Step by Step Family Support Center$829K plan · Step by Step Family Support Center, WA · Vanguard$39K

Plans whose filed schedule lists iShares Morningstar Small-Cap Growth ETF.

How the filings spell it

No other spellings recorded.