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 205 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
27,231
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 130.03%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
May 06, 2025 Q1 2025 |
26,190
shares
|
$1.72 Million
0.78% of portfolio
|
Q1 2025
Reduced 81.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
25,087
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Added 27.23%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
24,484
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
23,410
shares
|
$1.54 Million
0.27% of portfolio
|
Q1 2025
Added 18.54%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
22,690
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
22,125
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
21,758
shares
|
$1.43 Million
0.04% of portfolio
|
Q1 2025
Added 12.35%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
21,502
shares
|
$1.41 Million
0.45% of portfolio
|
Q1 2025
Added 225.49%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
21,170
shares
|
$1.39 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
20,537
shares
|
$1.35 Million
0.09% of portfolio
|
Q1 2025
Added 20.52%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
20,351
shares
|
$1.34 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
18,687
shares
|
$1.23 Million
0.4% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
18,676
shares
|
$1.23 Million
0.97% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
18,676
shares
|
$1.23 Million
0.97% of portfolio
|
Q1 2025
Reduced 50.39%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
17,883
shares
|
$1.18 Million
0.8% of portfolio
|
Q1 2025
Reduced 5.55%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
16,792
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,719
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
Added 20.39%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
15,647
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2025
Added 63.88%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
15,555
shares
|
$1.02 Million
0.46% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
15,441
shares
|
$1.02 Million
0.1% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
14,733
shares
|
$969,431
0.02% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
14,364
shares
|
$945,151
0.0% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
13,619
shares
|
$896,130
0.84% of portfolio
|
Q1 2025
Added 69.24%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,345
shares
|
$812,301
0.01% of portfolio
|
Q4 2018
New holding
|