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 138 institutions that hold shares in the stock, with a total of 5.88 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
5,881
shares
|
$249,295
0.05% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
5,575
shares
|
$236,324
0.0% of portfolio
|
Q1 2025
Reduced 33.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
5,432
shares
|
$230,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,424
shares
|
$229,923
0.0% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,359
shares
|
$227,168
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
5,075
shares
|
$215,129
0.19% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Apr 23, 2025 Q1 2025 |
4,954
shares
|
$210,000
0.15% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,938
shares
|
$209,321
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,846
shares
|
$205,421
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
4,842
shares
|
$205,252
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,633
shares
|
$196,392
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,377
shares
|
$143,151
0.08% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
3,307
shares
|
$140,183
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,173
shares
|
$134,503
0.01% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
3,053
shares
|
$129,416
0.0% of portfolio
|
Q1 2025
Added 11.42%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,990
shares
|
$126,746
0.0% of portfolio
|
Q4 2023
Reduced 13.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,315
shares
|
$98,132
0.0% of portfolio
|
Q1 2025
Reduced 45.99%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
2,202
shares
|
$93,342
0.02% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,140
shares
|
$90,714
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,793
shares
|
$76,005
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1,753
shares
|
$74,309
0.02% of portfolio
|
Q2 2021
Reduced 5.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,553
shares
|
$65,831
0.0% of portfolio
|
Q2 2020
Added 818.54%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,436
shares
|
$60,872
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,389
shares
|
$58,879
0.0% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,375
shares
|
$58,286
0.0% of portfolio
|
Q2 2024
Added 2400.0%
|