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 163 institutions that hold shares in the stock, with a total of 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
162,212
shares
|
$11 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
156,236
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Nov 01, 2024 Q3 2024 |
147,480
shares
|
$9.99 Million
4.88% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
145,292
shares
|
$9.84 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
121,585
shares
|
$8.24 Million
3.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
108,691
shares
|
$7.36 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
97,429
shares
|
$6.6 Million
0.02% of portfolio
|
Q3 2024
Added 34.0%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,441
shares
|
$6.47 Million
0.63% of portfolio
|
Q4 2023
Added 4.51%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
89,351
shares
|
$6.05 Million
0.69% of portfolio
|
Q2 2024
Added 51.82%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
86,144
shares
|
$5.84 Million
0.11% of portfolio
|
Q3 2022
Added 72.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
84,387
shares
|
$5.72 Million
0.03% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
83,136
shares
|
$5.63 Million
1.62% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
82,523
shares
|
$5.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
81,722
shares
|
$5.54 Million
2.67% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
79,078
shares
|
$5.36 Million
0.01% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
76,950
shares
|
$5.21 Million
1.46% of portfolio
|
Q3 2024
Added 101.43%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
75,428
shares
|
$5.11 Million
3.63% of portfolio
|
Q3 2024
Added 124.17%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
72,539
shares
|
$4.91 Million
0.38% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
64,644
shares
|
$4.38 Million
0.04% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
63,693
shares
|
$4.31 Million
2.39% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
62,683
shares
|
$4.25 Million
1.46% of portfolio
|
Q3 2024
Added 42.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
61,540
shares
|
$4.17 Million
0.06% of portfolio
|
Q3 2024
Added 35.34%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
58,101
shares
|
$3.94 Million
1.3% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
57,360
shares
|
$3.89 Million
1.12% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,048
shares
|
$3.86 Million
0.04% of portfolio
|
Q3 2024
Added 61.18%
|