Institutional Ownership Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF). We have compiled data on the 146 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $832 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
May 07, 2024 Q1 2024 |
3,974,181
shares
|
$243 Million
16.35% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,250,641
shares
|
$76.6 Million
0.02% of portfolio
|
Q1 2024
Added 11.28%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
708,445
shares
|
$43.4 Million
3.0% of portfolio
|
Q1 2024
Added 6.89%
|
|
|
Ullmann Wealth Partners Group, LLC
|
May 10, 2024 Q1 2024 |
509,685
shares
|
$31.2 Million
4.82% of portfolio
|
Q1 2024
Added 3.38%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
504,143
shares
|
$30.9 Million
0.0% of portfolio
|
Q1 2024
Added 1.25%
|
|
|
Financial Management Professionals, Inc.
|
Apr 16, 2024 Q1 2024 |
459,317
shares
|
$28.1 Million
4.3% of portfolio
|
Q1 2024
Added 3.06%
|
|
|
Clearwater Capital Advisors, LLC
|
May 09, 2024 Q1 2024 |
456,466
shares
|
$27.9 Million
3.25% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
435,043
shares
|
$26.6 Million
0.41% of portfolio
|
Q1 2024
Added 0.94%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
384,435
shares
|
$23.5 Million
0.12% of portfolio
|
Q1 2024
Reduced 10.66%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
379,011
shares
|
$23.2 Million
7.72% of portfolio
|
Q1 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
311,472
shares
|
$19.1 Million
0.06% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Gyl Financial Synergies, LLC
|
May 14, 2024 Q1 2024 |
263,283
shares
|
$16.1 Million
1.33% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
245,037
shares
|
$15 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
235,400
shares
|
$14.4 Million
0.0% of portfolio
|
Q1 2024
Added 122.05%
|
|
|
Reston Wealth Management LLC
|
May 09, 2024 Q1 2024 |
228,701
shares
|
$14 Million
5.91% of portfolio
|
Q1 2024
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
222,935
shares
|
$13.6 Million
2.64% of portfolio
|
Q4 2022
Added 21.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
191,650
shares
|
$11.7 Million
0.01% of portfolio
|
Q1 2024
Added 185.51%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
161,324
shares
|
$9.87 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
152,121
shares
|
$9.31 Million
0.0% of portfolio
|
Q1 2024
Added 4.77%
|
|
|
Argi Investment Services, LLC
|
Feb 02, 2023 Q4 2022 |
105,709
shares
|
$6.47 Million
0.17% of portfolio
|
Q4 2022
Reduced 17.69%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
102,590
shares
|
$6.28 Million
0.26% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
99,393
shares
|
$6.08 Million
0.02% of portfolio
|
Q1 2024
Added 1557.66%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,441
shares
|
$5.84 Million
0.63% of portfolio
|
Q4 2023
Added 4.51%
|
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
93,010
shares
|
$5.69 Million
2.13% of portfolio
|
Q1 2024
Reduced 2.45%
|
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
87,949
shares
|
$5.38 Million
0.47% of portfolio
|
Q1 2024
Reduced 9.41%
|
|