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 142 institutions that hold shares in the stock, with a total of 6.54 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,261,708
shares
|
$52.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
497,382
shares
|
$20.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
461,809
shares
|
$19.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,756
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
384,640
shares
|
$16 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
358,555
shares
|
$15 Million
0.0% of portfolio
|
Q2 2025
Added 484.19%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
289,440
shares
|
$12.1 Million
4.15% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
278,100
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
207,254
shares
|
$8.65 Million
0.0% of portfolio
|
Q2 2025
Added 11.59%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,403
shares
|
$8.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
177,992
shares
|
$7.43 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
163,857
shares
|
$6.84 Million
0.0% of portfolio
|
Q2 2025
Added 17.0%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
127,938
shares
|
$5.34 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
123,304
shares
|
$5.14 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
88,714
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
86,111
shares
|
$3.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
83,092
shares
|
$3.47 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
69,726
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
67,215
shares
|
$2.8 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
63,468
shares
|
$2.65 Million
0.07% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
60,742
shares
|
$2.53 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
55,625
shares
|
$2.32 Million
0.01% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
47,350
shares
|
$1.98 Million
0.36% of portfolio
|
Q2 2025
Added 17.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
39,342
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
37,690
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
New holding
|