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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
10,626
shares
|
$441,722
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,321
shares
|
$429,043
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Apr 11, 2025 Q1 2025 |
10,208
shares
|
$424,346
0.14% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,860
shares
|
$409,880
0.01% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
9,355
shares
|
$388,887
0.01% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
9,193
shares
|
$382,153
0.0% of portfolio
|
Q1 2025
Reduced 9.83%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
9,191
shares
|
$382,069
0.01% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
9,043
shares
|
$375,917
0.0% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
8,863
shares
|
$368,434
0.13% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,736
shares
|
$363,155
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
8,200
shares
|
$340,874
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
8,167
shares
|
$339,502
0.02% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,130
shares
|
$337,964
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
7,701
shares
|
$320,130
0.0% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
7,569
shares
|
$314,643
0.28% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
7,310
shares
|
$303,876
0.01% of portfolio
|
Q1 2025
Reduced 37.28%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
7,230
shares
|
$300,551
0.03% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,075
shares
|
$294,107
0.15% of portfolio
|
Q4 2023
Reduced 44.64%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
7,012
shares
|
$291,488
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
6,920
shares
|
$287,664
0.01% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
6,842
shares
|
$284,421
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,736
shares
|
$280,015
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
6,130
shares
|
$254,824
0.13% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,053
shares
|
$251,623
0.01% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
6,045
shares
|
$251,290
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|