Institutional Ownership Ishares Msci Usa Small Cap Min (SMMV)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 6.01 Million shares, which have been reported (via 13F filing form) to have a value of $247 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,188,659
shares
|
$48.9 Million
0.0% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
594,029
shares
|
$24.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 21.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
482,456
shares
|
$19.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,756
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
325,536
shares
|
$13.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
284,086
shares
|
$11.7 Million
4.27% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,403
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
188,402
shares
|
$7.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
182,526
shares
|
$7.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
173,050
shares
|
$7.12 Million
0.0% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
144,091
shares
|
$5.93 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
127,960
shares
|
$5.26 Million
1.1% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
123,304
shares
|
$5.07 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
92,791
shares
|
$3.82 Million
0.1% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
88,408
shares
|
$3.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
84,699
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 509.83%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
75,139
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 39.18%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
74,492
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
69,287
shares
|
$2.85 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
65,678
shares
|
$2.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
55,371
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 41.08%
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
40,275
shares
|
$1.66 Million
0.33% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
40,155
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
34,878
shares
|
$1.43 Million
0.22% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
34,543
shares
|
$1.42 Million
0.8% of portfolio
|
Q4 2024
Reduced -0.0%
|