Institutional Ownership Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF). We have compiled data on the 161 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
3,687,675
shares
|
$257 Million
14.57% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,484,066
shares
|
$103 Million
0.02% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
787,142
shares
|
$54.8 Million
3.15% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
619,968
shares
|
$43.1 Million
0.01% of portfolio
|
Q3 2024
Added 101.41%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
559,595
shares
|
$38.9 Million
4.81% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
499,352
shares
|
$34.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
473,239
shares
|
$32.9 Million
3.9% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
466,997
shares
|
$32.5 Million
3.18% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
419,815
shares
|
$29.2 Million
0.01% of portfolio
|
Q3 2024
Added 27.59%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
394,724
shares
|
$27.5 Million
7.72% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
362,226
shares
|
$25.2 Million
6.39% of portfolio
|
Q3 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
357,206
shares
|
$24.9 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
353,585
shares
|
$24.6 Million
11.12% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
273,529
shares
|
$19 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
260,190
shares
|
$18.1 Million
0.22% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
256,660
shares
|
$17.9 Million
1.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
247,775
shares
|
$17.2 Million
0.6% of portfolio
|
Q3 2024
Added 104.69%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
247,245
shares
|
$17.2 Million
5.96% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
241,271
shares
|
$16.8 Million
0.05% of portfolio
|
Q3 2024
Added 122.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
231,289
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
222,935
shares
|
$15.5 Million
2.64% of portfolio
|
Q4 2022
Added 21.25%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
210,720
shares
|
$14.7 Million
12.19% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
208,502
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Added 3.88%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
190,278
shares
|
$13.2 Million
0.08% of portfolio
|
Q3 2024
Added 108.5%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
175,415
shares
|
$12.2 Million
0.03% of portfolio
|
Q3 2024
Added 22.59%
|