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 |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
34,244
shares
|
$1.42 Million
0.28% of portfolio
|
Q4 2022
Added 43.53%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
33,936
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
33,080
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
30,900
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
May 01, 2025 Q1 2025 |
28,961
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
26,795
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
25,826
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
25,420
shares
|
$1.06 Million
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
24,977
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
22,735
shares
|
$945,093
0.0% of portfolio
|
Q1 2025
Reduced 86.86%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
22,399
shares
|
$931,126
0.07% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
20,721
shares
|
$861,371
0.01% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
19,672
shares
|
$817,765
0.01% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
19,375
shares
|
$805,418
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
17,062
shares
|
$709,267
0.58% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
14,640
shares
|
$608,584
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
13,495
shares
|
$560,987
0.0% of portfolio
|
Q4 2024
Reduced 29.03%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
13,300
shares
|
$552,881
0.08% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
13,232
shares
|
$550,054
0.0% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
13,064
shares
|
$543,070
0.47% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,459
shares
|
$517,920
0.0% of portfolio
|
Q1 2025
Reduced 44.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,457
shares
|
$476,267
0.0% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,386
shares
|
$473,316
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
11,234
shares
|
$466,997
0.42% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
11,161
shares
|
$463,962
0.14% of portfolio
|
Q1 2025
Reduced 74.12%
|