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 205 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
75,127
shares
|
$4.89 Million
3.85% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
68,441
shares
|
$4.46 Million
0.0% of portfolio
|
Q1 2025
Added 150.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
67,380
shares
|
$4.39 Million
0.0% of portfolio
|
Q1 2025
Added 22.57%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 17, 2025 Q1 2025 |
66,970
shares
|
$4.36 Million
2.34% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
66,573
shares
|
$4.33 Million
0.04% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
65,200
shares
|
$4.25 Million
2.66% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
63,602
shares
|
$4.14 Million
0.0% of portfolio
|
Q1 2025
Added 110.47%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
61,459
shares
|
$4 Million
0.39% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
59,488
shares
|
$3.87 Million
0.3% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
58,859
shares
|
$3.83 Million
1.3% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
57,191
shares
|
$3.72 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
56,464
shares
|
$3.68 Million
0.83% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
54,637
shares
|
$3.56 Million
0.03% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
54,449
shares
|
$3.55 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
50,165
shares
|
$3.27 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
39,490
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
36,424
shares
|
$2.37 Million
0.35% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
36,171
shares
|
$2.36 Million
0.29% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,698
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
33,937
shares
|
$2.21 Million
0.13% of portfolio
|
Q1 2025
Added 939.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
33,596
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Added 55.48%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
31,448
shares
|
$2.05 Million
2.11% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
29,500
shares
|
$1.92 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
29,242
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 11.02%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
28,371
shares
|
$1.85 Million
0.73% of portfolio
|
Q1 2025
Reduced 4.55%
|