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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
6,780
shares
|
$293,506
0.0% of portfolio
|
Q2 2025
Added 12.16%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,740
shares
|
$291,774
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
6,635
shares
|
$287,229
0.01% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,452
shares
|
$279,307
0.0% of portfolio
|
Q2 2025
Reduced 51.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6,000
shares
|
$259,740
0.0% of portfolio
|
Q2 2025
Added 23.92%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,989
shares
|
$259,263
0.01% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
5,881
shares
|
$254,588
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,428
shares
|
$234,978
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
5,383
shares
|
$233,030
0.0% of portfolio
|
Q2 2025
Reduced 3.44%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
5,378
shares
|
$232,813
0.2% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,359
shares
|
$231,991
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,315
shares
|
$230,086
0.0% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
5,032
shares
|
$217,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
4,977
shares
|
$215,454
0.16% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,846
shares
|
$209,783
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,633
shares
|
$200,562
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,238
shares
|
$183,463
0.0% of portfolio
|
Q2 2025
Reduced 14.18%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,377
shares
|
$146,190
0.08% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
3,343
shares
|
$144,718
0.0% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,177
shares
|
$137,532
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,173
shares
|
$137,359
0.01% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,990
shares
|
$129,437
0.0% of portfolio
|
Q4 2023
Reduced 13.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,933
shares
|
$83,679
0.0% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,793
shares
|
$77,618
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,753
shares
|
$75,887
0.02% of portfolio
|
Q2 2021
Reduced 5.5%
|