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 |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,386
shares
|
$492,899
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
10,837
shares
|
$469,133
0.13% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,626
shares
|
$459,999
0.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
10,346
shares
|
$447,878
0.01% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
10,141
shares
|
$439,003
0.13% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,860
shares
|
$426,839
0.01% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
9,851
shares
|
$426,449
0.01% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
9,043
shares
|
$391,471
0.0% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
8,940
shares
|
$387,012
0.14% of portfolio
|
Q2 2025
Added 317.76%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
8,936
shares
|
$386,839
0.12% of portfolio
|
Q2 2025
Added 80.38%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
8,846
shares
|
$382,943
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,736
shares
|
$378,181
0.01% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
8,667
shares
|
$375,194
0.03% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
8,165
shares
|
$353,462
0.03% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,130
shares
|
$351,947
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
7,951
shares
|
$344,198
0.25% of portfolio
|
Q2 2025
Added 2632.3%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Jul 23, 2025 Q2 2025 |
7,589
shares
|
$328,527
0.26% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
7,511
shares
|
$325,151
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
7,411
shares
|
$320,822
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
7,230
shares
|
$312,986
0.03% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,200
shares
|
$311,688
0.0% of portfolio
|
Q2 2025
Reduced 76.7%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
7,126
shares
|
$308,484
0.0% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,075
shares
|
$306,276
0.15% of portfolio
|
Q4 2023
Reduced 44.64%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
7,028
shares
|
$304,242
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
7,012
shares
|
$303,549
0.0% of portfolio
|
Q2 2023
New holding
|