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 |
|---|---|---|---|---|---|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
41,476
shares
|
$2.89 Million
0.54% of portfolio
|
Q3 2024
Added 99.73%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
37,648
shares
|
$2.62 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
35,930
shares
|
$2.5 Million
0.34% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
35,108
shares
|
$2.44 Million
0.37% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,698
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
33,854
shares
|
$2.36 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31,300
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
26,621
shares
|
$1.85 Million
0.72% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,052
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
25,050
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,030
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
23,459
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
22,125
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
20,832
shares
|
$1.45 Million
1.05% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
19,786
shares
|
$1.38 Million
0.17% of portfolio
|
Q3 2024
Added 166.05%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,742
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 135.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
19,472
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
18,850
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
18,493
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
17,930
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
17,384
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
17,176
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
17,001
shares
|
$1.18 Million
0.34% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,854
shares
|
$1.17 Million
0.08% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,838
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 60.63%
|