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 131 institutions that hold shares in the stock, with a total of 6 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
33,750
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
33,080
shares
|
$1.4 Million
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,012
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
29,645
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
29,310
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
27,415
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.32%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
26,317
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
25,062
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
23,217
shares
|
$980,453
0.07% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
22,653
shares
|
$956,636
0.02% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
22,549
shares
|
$952,244
0.01% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
19,375
shares
|
$818,206
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,070
shares
|
$805,326
0.0% of portfolio
|
Q3 2024
Reduced 33.32%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
17,077
shares
|
$721,161
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
16,841
shares
|
$711,195
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,181
shares
|
$683,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,151
shares
|
$682,056
0.0% of portfolio
|
Q3 2024
Reduced 39.66%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,691
shares
|
$620,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
13,889
shares
|
$586,532
0.0% of portfolio
|
Q3 2024
Added 320.37%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
13,145
shares
|
$555,113
0.5% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
13,071
shares
|
$551,988
0.08% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,807
shares
|
$540,839
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,546
shares
|
$529,817
0.0% of portfolio
|
Q3 2024
Reduced 55.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
12,145
shares
|
$512,883
0.0% of portfolio
|
Q3 2024
Reduced 25.51%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,038
shares
|
$508,364
0.0% of portfolio
|
Q3 2024
Added 0.64%
|