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 |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
5,963
shares
|
$251,817
0.05% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,714
shares
|
$241,302
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,413
shares
|
$228,590
0.0% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,342
shares
|
$225,592
0.0% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
5,072
shares
|
$214,190
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,988
shares
|
$210,643
0.01% of portfolio
|
Q1 2024
Reduced 21.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,963
shares
|
$209,587
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
4,948
shares
|
$208,954
0.13% of portfolio
|
Q4 2024
Reduced 49.93%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,668
shares
|
$197,129
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
3,377
shares
|
$142,610
0.08% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,990
shares
|
$126,267
0.0% of portfolio
|
Q4 2023
Reduced 13.11%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,672
shares
|
$112,838
0.0% of portfolio
|
Q3 2024
Added 28.03%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
2,334
shares
|
$98,564
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,895
shares
|
$80,025
0.0% of portfolio
|
Q3 2024
Added 179.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,756
shares
|
$74,155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,753
shares
|
$74,029
0.02% of portfolio
|
Q2 2021
Reduced 5.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,553
shares
|
$65,583
0.0% of portfolio
|
Q2 2020
Added 818.54%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,459
shares
|
$61,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,375
shares
|
$58,066
0.0% of portfolio
|
Q2 2024
Added 2400.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,345
shares
|
$56,799
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
1,253
shares
|
$52,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,152
shares
|
$48,648
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,125
shares
|
$47,508
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,094
shares
|
$46,199
0.01% of portfolio
|
Q3 2024
Added 390.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$44,341
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|