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 138 institutions that hold shares in the stock, with a total of 5.87 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
67
shares
|
$2,840
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
61
shares
|
$2,585
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
58
shares
|
$2,458
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
57
shares
|
$2,416
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
56
shares
|
$2,373
0.0% of portfolio
|
Q4 2024
Reduced 24.32%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
53
shares
|
$2,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
48
shares
|
$2,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$1,865
0.0% of portfolio
|
Q3 2024
Reduced 80.53%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
18
shares
|
$763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
13
shares
|
$551
0.0% of portfolio
|
Q1 2024
Reduced 96.25%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
12
shares
|
$508
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q1 2024
Reduced 99.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|