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 |
|---|---|---|---|---|---|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
3,503
shares
|
$228,080
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,401
shares
|
$221,439
0.0% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
3,385
shares
|
$220,397
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,333
shares
|
$217,011
0.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
3,234
shares
|
$210,565
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,885
shares
|
$187,842
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,349
shares
|
$152,943
0.0% of portfolio
|
Q1 2025
Added 98.23%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,027
shares
|
$131,977
0.08% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
2,024
shares
|
$131,782
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,537
shares
|
$100,074
0.04% of portfolio
|
Q3 2022
Reduced 24.8%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,465
shares
|
$95,386
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
1,418
shares
|
$92,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,367
shares
|
$89,005
0.0% of portfolio
|
Q4 2024
Added 19428.57%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,231
shares
|
$80,150
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,210
shares
|
$78,783
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,187
shares
|
$77,285
0.01% of portfolio
|
Q1 2025
Added 80.95%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
1,146
shares
|
$74,616
3.8% of portfolio
|
Q1 2025
Added 4912.74%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,001
shares
|
$65,175
0.0% of portfolio
|
Q4 2023
Added 66.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
950
shares
|
$61,854
0.01% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
817
shares
|
$53,194
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
753
shares
|
$49,027
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
698
shares
|
$45,446
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
616
shares
|
$40,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
569
shares
|
$37,047
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
566
shares
|
$36,852
0.01% of portfolio
|
Q1 2025
New holding
|