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 136 institutions that hold shares in the stock, with a total of 5.85 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,260,962
shares
|
$52.4 Million
0.0% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
543,332
shares
|
$22.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
482,456
shares
|
$20.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,756
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
285,078
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.43%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
284,086
shares
|
$11.8 Million
4.27% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,403
shares
|
$8.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
185,720
shares
|
$7.72 Million
0.0% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
184,971
shares
|
$7.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
140,053
shares
|
$5.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
127,960
shares
|
$5.32 Million
1.1% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
123,304
shares
|
$5.13 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
92,791
shares
|
$3.86 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
88,998
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
83,092
shares
|
$3.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
70,788
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
67,215
shares
|
$2.79 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
61,878
shares
|
$2.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
61,769
shares
|
$2.57 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
61,376
shares
|
$2.55 Million
0.0% of portfolio
|
Q1 2025
Added 193.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
58,257
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,371
shares
|
$2.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.08%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
40,275
shares
|
$1.67 Million
0.33% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
34,878
shares
|
$1.45 Million
0.22% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
May 02, 2025 Q1 2025 |
34,512
shares
|
$1.43 Million
0.77% of portfolio
|
Q1 2025
Reduced 0.09%
|