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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
6,159
shares
|
$401,012
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
6,021
shares
|
$392,027
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
5,881
shares
|
$382,911
0.06% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
5,862
shares
|
$381,674
0.0% of portfolio
|
Q4 2024
Reduced 36.95%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
5,837
shares
|
$380,047
0.28% of portfolio
|
Q1 2025
Added 57.29%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
5,800
shares
|
$377,638
0.11% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
5,506
shares
|
$358,495
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,326
shares
|
$346,775
0.0% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
5,289
shares
|
$344,366
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
5,270
shares
|
$343,129
0.01% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
5,228
shares
|
$340,395
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,173
shares
|
$336,814
0.03% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,157
shares
|
$335,772
0.01% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
5,049
shares
|
$328,740
0.04% of portfolio
|
Q1 2025
Reduced 35.76%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
5,007
shares
|
$326,005
0.0% of portfolio
|
Q1 2025
Reduced 35.13%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,881
shares
|
$317,801
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
4,490
shares
|
$292,343
0.22% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
4,338
shares
|
$282,447
0.17% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,149
shares
|
$270,141
0.0% of portfolio
|
Q1 2025
Reduced 23.12%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
3,924
shares
|
$255,491
0.1% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,726
shares
|
$242,599
0.1% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
3,579
shares
|
$233,028
0.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
3,571
shares
|
$232,507
0.13% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
3,564
shares
|
$232,052
0.0% of portfolio
|
Q1 2025
Reduced 80.73%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,555
shares
|
$231,466
0.05% of portfolio
|
Q1 2025
New holding
|