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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,553
shares
|
$67,229
0.0% of portfolio
|
Q2 2020
Added 818.54%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,389
shares
|
$60,129
0.0% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,375
shares
|
$59,523
0.0% of portfolio
|
Q2 2024
Added 2400.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,360
shares
|
$58,874
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
1,332
shares
|
$57,662
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,153
shares
|
$49,913
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
1,125
shares
|
$48,701
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
1,050
shares
|
$45,454
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
902
shares
|
$39,047
0.0% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
895
shares
|
$38,744
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
892
shares
|
$38,614
0.0% of portfolio
|
Q2 2025
Reduced 37.88%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
635
shares
|
$27,489
0.01% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
621
shares
|
$26,883
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
605
shares
|
$26,190
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
528
shares
|
$22,857
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
394
shares
|
$17,056
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
386
shares
|
$16,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
317
shares
|
$13,722
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
242
shares
|
$10,476
0.0% of portfolio
|
Q1 2023
Reduced 61.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
221
shares
|
$9,567
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
187
shares
|
$8,095
0.0% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
180
shares
|
$7,792
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
140
shares
|
$6,060
0.0% of portfolio
|
Q2 2025
Added 18.64%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
136
shares
|
$5,887
0.0% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
115
shares
|
$4,978
0.0% of portfolio
|
Q2 2025
New holding
|