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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,152
shares
|
$47,888
0.0% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,125
shares
|
$46,766
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,050
shares
|
$43,648
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
902
shares
|
$37,496
0.0% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
635
shares
|
$26,396
0.01% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
621
shares
|
$25,814
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
602
shares
|
$25,025
0.0% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
528
shares
|
$21,948
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
484
shares
|
$20,119
0.01% of portfolio
|
Q1 2024
Added 272.31%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
431
shares
|
$17,916
0.01% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
419
shares
|
$17,417
0.0% of portfolio
|
Q1 2025
Reduced 68.99%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
394
shares
|
$16,378
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
386
shares
|
$16,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
317
shares
|
$13,177
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
242
shares
|
$10,059
0.0% of portfolio
|
Q1 2023
Reduced 61.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
221
shares
|
$9,186
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
180
shares
|
$7,482
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
155
shares
|
$6,443
0.0% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
118
shares
|
$4,905
0.0% of portfolio
|
Q4 2023
Reduced 90.82%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$4,572
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$3,325
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69
shares
|
$2,868
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
67
shares
|
$2,785
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
61
shares
|
$2,535
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
57
shares
|
$2,369
0.0% of portfolio
|
Q3 2024
Added 1.79%
|