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 142 institutions that hold shares in the stock, with a total of 6.55 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,740
shares
|
$286,382
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,452
shares
|
$274,145
0.0% of portfolio
|
Q2 2025
Reduced 51.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,000
shares
|
$254,940
0.0% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,989
shares
|
$254,472
0.01% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
5,882
shares
|
$249,926
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,428
shares
|
$230,635
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,383
shares
|
$228,723
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
5,378
shares
|
$228,511
0.2% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,359
shares
|
$227,703
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,325
shares
|
$226,259
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
5,322
shares
|
$226,131
0.04% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,315
shares
|
$225,834
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
5,199
shares
|
$220,905
0.16% of portfolio
|
Q3 2025
Reduced 34.61%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,032
shares
|
$213,809
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
4,977
shares
|
$211,472
0.16% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,846
shares
|
$205,906
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,638
shares
|
$197,068
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,238
shares
|
$180,072
0.0% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,421
shares
|
$145,358
0.0% of portfolio
|
Q3 2025
Added 2874.78%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,377
shares
|
$143,488
0.08% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,343
shares
|
$142,044
0.0% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,177
shares
|
$134,990
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,173
shares
|
$134,820
0.01% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,990
shares
|
$127,045
0.0% of portfolio
|
Q4 2023
Reduced 13.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,933
shares
|
$82,133
0.0% of portfolio
|
Q2 2025
Reduced 16.5%
|