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 152 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $956 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
753
shares
|
$49,923
0.0% of portfolio
|
Q1 2024
New holding
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
675
shares
|
$44,752
0.0% of portfolio
|
Q3 2023
Reduced 58.74%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
583
shares
|
$38,652
0.0% of portfolio
|
Q1 2024
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
548
shares
|
$36,332
0.03% of portfolio
|
Q4 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
492
shares
|
$32,619
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
485
shares
|
$32,155
0.01% of portfolio
|
Q4 2023
Reduced 67.49%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
404
shares
|
$26,785
0.01% of portfolio
|
Q2 2024
Added 12.53%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Aug 06, 2024 Q2 2024 |
378
shares
|
$25,061
0.01% of portfolio
|
Q3 2023
New holding
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
280
shares
|
$18,564
0.0% of portfolio
|
Q1 2024
New holding
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
259
shares
|
$17,171
0.0% of portfolio
|
Q3 2023
Added 28.22%
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
250
shares
|
$16,575
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
216
shares
|
$14,320
0.01% of portfolio
|
Q4 2023
New holding
|
|
Macroview Investment Management LLC
|
Jul 23, 2024 Q2 2024 |
207
shares
|
$13,724
0.01% of portfolio
|
Q4 2023
New holding
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
195
shares
|
$12,928
0.0% of portfolio
|
Q2 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
191
shares
|
$12,663
0.0% of portfolio
|
Q1 2024
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
180
shares
|
$11,934
0.01% of portfolio
|
Q3 2022
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
174
shares
|
$11,536
0.0% of portfolio
|
Q2 2024
Added 30.83%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
172
shares
|
$11,403
0.0% of portfolio
|
Q1 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
150
shares
|
$9,945
0.0% of portfolio
|
Q2 2024
New holding
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
119
shares
|
$7,889
0.0% of portfolio
|
Q3 2020
New holding
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
79
shares
|
$5,237
0.0% of portfolio
|
Q2 2024
New holding
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
72
shares
|
$4,773
0.0% of portfolio
|
Q1 2023
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
70
shares
|
$4,641
0.01% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
70
shares
|
$4,641
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
56
shares
|
$3,712
0.0% of portfolio
|
Q1 2023
New holding
|