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 |
---|---|---|---|---|---|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
May 07, 2024 Q1 2024 |
8,482
shares
|
$515,705
0.37% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 09, 2024 Q1 2024 |
8,364
shares
|
$508,531
0.37% of portfolio
|
Q1 2024
New holding
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
8,099
shares
|
$492,419
0.07% of portfolio
|
Q1 2024
Reduced 6.34%
|
|
Trilogy Capital Inc.
|
Apr 17, 2024 Q1 2024 |
7,762
shares
|
$471,929
0.03% of portfolio
|
Q1 2024
Reduced 48.48%
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Apr 29, 2024 Q1 2024 |
7,733
shares
|
$470,166
0.27% of portfolio
|
Q1 2024
Reduced 14.44%
|
|
Diversified Trust CO
|
Apr 18, 2024 Q1 2024 |
7,193
shares
|
$437,334
0.02% of portfolio
|
Q1 2024
New holding
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
6,764
shares
|
$411,251
0.04% of portfolio
|
Q1 2024
New holding
|
|
Executive Wealth Management, LLC
|
May 13, 2024 Q1 2024 |
6,364
shares
|
$386,931
0.04% of portfolio
|
Q1 2024
Added 2.6%
|
|
Plancorp, LLC
|
May 14, 2024 Q1 2024 |
6,333
shares
|
$385,046
0.02% of portfolio
|
Q1 2024
Added 15.59%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
6,267
shares
|
$381,033
0.0% of portfolio
|
Q1 2024
Added 1.9%
|
|
Destiny Wealth Partners, LLC
|
Apr 09, 2024 Q1 2024 |
6,262
shares
|
$380,729
0.07% of portfolio
|
Q2 2023
Reduced 23.73%
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
6,021
shares
|
$366,076
0.02% of portfolio
|
Q2 2023
New holding
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
5,847
shares
|
$355,497
0.0% of portfolio
|
Q1 2024
Added 0.27%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
5,661
shares
|
$344,188
0.0% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
Tranquility Partners, LLC
|
May 07, 2024 Q1 2024 |
5,527
shares
|
$336,041
0.14% of portfolio
|
Q4 2023
Reduced 3.96%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
5,466
shares
|
$332,332
0.01% of portfolio
|
Q4 2023
Reduced 39.14%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
5,350
shares
|
$325,280
0.02% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
5,175
shares
|
$314,640
0.0% of portfolio
|
Q1 2024
Added 25.94%
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 19, 2024 Q1 2024 |
5,072
shares
|
$308,377
0.28% of portfolio
|
Q1 2024
New holding
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
5,024
shares
|
$305,459
0.0% of portfolio
|
Q2 2022
Reduced 3.83%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
4,999
shares
|
$303,939
0.0% of portfolio
|
Q1 2024
Reduced 91.53%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
4,559
shares
|
$277,187
0.0% of portfolio
|
Q1 2024
Added 4.44%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
4,512
shares
|
$274,329
0.01% of portfolio
|
Q1 2024
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
4,344
shares
|
$264,115
0.0% of portfolio
|
Q1 2024
New holding
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
4,332
shares
|
$263,385
0.01% of portfolio
|
Q1 2024
Reduced 51.4%
|