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 $827 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
86,144
shares
|
$5.24 Million
0.11% of portfolio
|
Q3 2022
Added 72.93%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
85,939
shares
|
$5.23 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.77%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
83,349
shares
|
$5.07 Million
0.04% of portfolio
|
Q1 2024
Added 1.22%
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 18, 2024 Q1 2024 |
79,741
shares
|
$4.85 Million
2.71% of portfolio
|
Q1 2024
Added 4.46%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
78,738
shares
|
$4.79 Million
0.02% of portfolio
|
Q1 2024
Added 2.3%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
77,921
shares
|
$4.74 Million
0.01% of portfolio
|
Q1 2024
Added 0.36%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
67,273
shares
|
$4.09 Million
0.02% of portfolio
|
Q1 2024
Added 22.86%
|
|
Gem Asset Management, LLC
Plymouth, MI |
Apr 30, 2024 Q1 2024 |
63,129
shares
|
$3.84 Million
2.5% of portfolio
|
Q1 2024
Added 1.0%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
61,249
shares
|
$3.72 Million
0.04% of portfolio
|
Q1 2024
Added 12.88%
|
|
Wade Financial Advisory, Inc
|
May 13, 2024 Q1 2024 |
60,957
shares
|
$3.71 Million
1.41% of portfolio
|
Q1 2024
Reduced 31.29%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
60,412
shares
|
$3.67 Million
1.33% of portfolio
|
Q1 2024
Reduced 12.25%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
59,762
shares
|
$3.63 Million
0.1% of portfolio
|
Q1 2024
Added 49.06%
|
|
Journey Advisory Group, LLC
|
May 09, 2024 Q1 2024 |
58,854
shares
|
$3.58 Million
0.46% of portfolio
|
Q1 2024
New holding
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
43,262
shares
|
$2.63 Million
0.03% of portfolio
|
Q1 2024
Added 0.08%
|
|
Beirne Wealth Consulting Services, LLC
|
May 13, 2024 Q1 2024 |
42,779
shares
|
$2.6 Million
1.15% of portfolio
|
Q1 2024
Added 5.82%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 08, 2024 Q1 2024 |
42,331
shares
|
$2.57 Million
0.28% of portfolio
|
Q1 2024
Added 7.5%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 15, 2024 Q1 2024 |
38,638
shares
|
$2.35 Million
2.1% of portfolio
|
Q1 2024
Reduced 1.46%
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 02, 2024 Q1 2024 |
37,491
shares
|
$2.28 Million
0.76% of portfolio
|
Q1 2024
Reduced 37.66%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
35,720
shares
|
$2.17 Million
0.37% of portfolio
|
Q1 2024
Added 0.24%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
34,409
shares
|
$2.09 Million
0.01% of portfolio
|
Q1 2024
Added 67.93%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 24, 2024 Q1 2024 |
31,946
shares
|
$1.94 Million
0.38% of portfolio
|
Q1 2024
Added 24.58%
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 29, 2024 Q1 2024 |
31,513
shares
|
$1.92 Million
1.66% of portfolio
|
Q1 2024
Added 15.94%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
30,901
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.59%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
30,175
shares
|
$1.83 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Wharton Business Group, LLC
Malvern, PA |
May 13, 2024 Q1 2024 |
30,064
shares
|
$1.83 Million
0.09% of portfolio
|
Q1 2024
Reduced 0.08%
|