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 188 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
9,187
shares
|
$571,615
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
8,924
shares
|
$555,251
0.08% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
8,895
shares
|
$553,446
0.39% of portfolio
|
Q4 2024
Reduced 47.68%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
8,734
shares
|
$543,429
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,049
shares
|
$500,808
0.01% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
8,047
shares
|
$500,684
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,047
shares
|
$500,684
0.01% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
7,860
shares
|
$489,049
0.06% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,719
shares
|
$480,276
0.0% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Feb 05, 2025 Q4 2024 |
7,105
shares
|
$442,073
0.24% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
7,083
shares
|
$440,704
0.02% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,959
shares
|
$432,988
0.01% of portfolio
|
Q4 2024
Added 27.31%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
6,782
shares
|
$421,976
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,626
shares
|
$412,269
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
6,606
shares
|
$411,025
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
6,021
shares
|
$374,626
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
5,881
shares
|
$365,915
0.07% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
5,862
shares
|
$364,733
0.0% of portfolio
|
Q4 2024
Reduced 36.95%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,812
shares
|
$361,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,466
shares
|
$340,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
5,459
shares
|
$339,658
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5,397
shares
|
$335,801
0.0% of portfolio
|
Q4 2024
Reduced 57.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,357
shares
|
$333,312
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,357
shares
|
$333,312
0.01% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,270
shares
|
$327,899
0.01% of portfolio
|
Q3 2024
Reduced 26.73%
|