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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,386
shares
|
$480,830
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,611
shares
|
$448,102
0.02% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,494
shares
|
$443,161
0.01% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
10,491
shares
|
$443,034
0.0% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
10,484
shares
|
$442,739
0.0% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,387
shares
|
$438,643
0.0% of portfolio
|
Q3 2024
Added 19.32%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
10,172
shares
|
$429,563
0.14% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
9,958
shares
|
$420,526
0.0% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,860
shares
|
$416,387
0.01% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
9,272
shares
|
$391,556
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
9,247
shares
|
$390,500
0.01% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,991
shares
|
$379,689
0.01% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
8,429
shares
|
$355,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,409
shares
|
$355,112
0.01% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,210
shares
|
$346,708
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
8,167
shares
|
$344,892
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
|
$343,329
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
7,358
shares
|
$310,728
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
7,349
shares
|
$310,348
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
7,345
shares
|
$310,179
0.01% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,075
shares
|
$298,777
0.15% of portfolio
|
Q4 2023
Reduced 44.64%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
7,012
shares
|
$296,116
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,484
shares
|
$273,819
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
6,368
shares
|
$268,920
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,273
shares
|
$264,908
0.13% of portfolio
|
Q3 2024
New holding
|