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 $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
3,020
shares
|
$212,124
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,673
shares
|
$187,751
0.0% of portfolio
|
Q2 2024
Added 41.95%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,027
shares
|
$142,376
0.08% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,537
shares
|
$107,958
0.04% of portfolio
|
Q3 2022
Reduced 24.8%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,465
shares
|
$102,901
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,373
shares
|
$96,439
0.01% of portfolio
|
Q3 2023
Reduced 68.87%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,210
shares
|
$84,990
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,185
shares
|
$83,234
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
1,001
shares
|
$70,310
0.0% of portfolio
|
Q4 2023
Added 66.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$70,240
0.01% of portfolio
|
Q2 2024
Reduced 38.46%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
829
shares
|
$58,228
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
756
shares
|
$53,101
0.03% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
753
shares
|
$52,890
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
695
shares
|
$48,816
0.01% of portfolio
|
Q3 2024
Added 41.26%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
548
shares
|
$38,491
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
535
shares
|
$37,578
0.0% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
485
shares
|
$34,066
0.01% of portfolio
|
Q4 2023
Reduced 67.49%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
378
shares
|
$26,550
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
341
shares
|
$23,951
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
339
shares
|
$23,811
0.0% of portfolio
|
Q3 2024
Added 30.89%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
250
shares
|
$17,560
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
216
shares
|
$15,171
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
214
shares
|
$15,031
0.0% of portfolio
|
Q3 2024
Added 22.99%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
207
shares
|
$14,539
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
195
shares
|
$13,696
0.0% of portfolio
|
Q2 2023
New holding
|