Institutional Ownership Ishares Msci Usa Small Cap Min (SMMV)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV). We have compiled data on the 129 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $732 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
12,900,517
shares
|
$481 Million
0.33% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,249,304
shares
|
$46.6 Million
0.13% of portfolio
|
Q1 2024
Reduced 71.14%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,049,871
shares
|
$39.1 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.51%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
971,808
shares
|
$36.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 76.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
412,576
shares
|
$15.4 Million
0.02% of portfolio
|
Q1 2024
Added 3.08%
|
|
|
Wealth Management Resources, Inc.
|
Apr 19, 2024 Q1 2024 |
328,098
shares
|
$12.2 Million
3.45% of portfolio
|
Q1 2024
Added 3.44%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
218,943
shares
|
$8.16 Million
0.01% of portfolio
|
Q1 2024
Reduced 13.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
190,041
shares
|
$7.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 21.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
172,067
shares
|
$6.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.89%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
150,677
shares
|
$5.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
141,125
shares
|
$5.26 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
139,551
shares
|
$5.2 Million
0.13% of portfolio
|
Q1 2024
Added 10.15%
|
|
|
Summit Global Investments
Bountiful, UT |
Apr 29, 2024 Q1 2024 |
127,099
shares
|
$4.74 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Brickley Wealth Management
|
Apr 19, 2024 Q1 2024 |
126,844
shares
|
$4.73 Million
1.09% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
90,336
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
84,869
shares
|
$3.16 Million
0.01% of portfolio
|
Q1 2024
Added 3.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
79,262
shares
|
$2.96 Million
0.03% of portfolio
|
Q1 2024
Reduced 14.1%
|
|
|
Wade Financial Advisory, Inc
|
May 13, 2024 Q1 2024 |
76,104
shares
|
$2.84 Million
1.04% of portfolio
|
Q1 2024
Reduced 40.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
56,622
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2024
Added 27.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
55,356
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2024
Added 15.45%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 11, 2024 Q1 2024 |
44,764
shares
|
$1.67 Million
0.53% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
43,982
shares
|
$1.64 Million
0.05% of portfolio
|
Q1 2024
Added 1.36%
|
|
|
Armbruster Capital Management, Inc.
|
May 07, 2024 Q1 2024 |
41,125
shares
|
$1.53 Million
0.33% of portfolio
|
Q1 2024
Added 0.37%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 13, 2024 Q1 2024 |
39,424
shares
|
$1.47 Million
0.95% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
35,712
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2024
Reduced 20.56%
|
|