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 |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
548
shares
|
$35,680
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
485
shares
|
$31,578
0.01% of portfolio
|
Q4 2023
Reduced 67.49%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
454
shares
|
$29,559
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
440
shares
|
$28,648
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
378
shares
|
$24,611
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
341
shares
|
$22,202
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
250
shares
|
$16,277
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
221
shares
|
$14,389
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
220
shares
|
$14,324
0.0% of portfolio
|
Q4 2024
Added 633.33%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
216
shares
|
$14,063
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
213
shares
|
$13,868
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
212
shares
|
$13,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
180
shares
|
$11,719
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
172
shares
|
$11,198
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
168
shares
|
$10,938
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
158
shares
|
$10,287
0.01% of portfolio
|
Q1 2025
Reduced 79.1%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
142
shares
|
$9,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
119
shares
|
$7,748
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
90
shares
|
$5,859
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
88
shares
|
$5,729
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
72
shares
|
$4,687
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
71
shares
|
$4,622
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
58
shares
|
$3,776
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
51
shares
|
$3,320
0.0% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
50
shares
|
$3,255
0.01% of portfolio
|
Q1 2025
New holding
|