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 142 institutions that hold shares in the stock, with a total of 6.55 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
36,302
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 59.67%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
36,205
shares
|
$1.57 Million
0.21% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
34,726
shares
|
$1.5 Million
0.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
34,353
shares
|
$1.49 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
34,244
shares
|
$1.48 Million
0.28% of portfolio
|
Q4 2022
Added 43.53%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
33,080
shares
|
$1.43 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Jul 31, 2025 Q2 2025 |
28,961
shares
|
$1.25 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
26,794
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
25,460
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
24,763
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
24,686
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
22,399
shares
|
$969,652
0.07% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
19,375
shares
|
$838,743
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
18,814
shares
|
$814,458
0.59% of portfolio
|
Q2 2025
Added 10.27%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
18,742
shares
|
$811,341
0.0% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
17,044
shares
|
$737,834
0.0% of portfolio
|
Q2 2025
Added 28.81%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,393
shares
|
$666,362
0.0% of portfolio
|
Q2 2025
Reduced 21.75%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
15,063
shares
|
$652,077
0.0% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
14,256
shares
|
$617,142
0.0% of portfolio
|
Q2 2025
Added 55.07%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
13,306
shares
|
$576,016
0.07% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
13,106
shares
|
$567,358
0.44% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
12,221
shares
|
$529,047
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12,142
shares
|
$525,627
0.0% of portfolio
|
Q2 2025
Added 57.67%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
12,099
shares
|
$523,765
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
11,549
shares
|
$499,956
0.0% of portfolio
|
Q2 2025
Added 0.8%
|