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 |
|---|---|---|---|---|---|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$4,761
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
107
shares
|
$4,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
97
shares
|
$4,199
0.0% of portfolio
|
Q2 2025
Reduced 98.58%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
97
shares
|
$4,199
0.0% of portfolio
|
Q2 2025
Reduced 37.42%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$3,463
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69
shares
|
$2,987
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
67
shares
|
$2,900
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
61
shares
|
$2,640
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
58
shares
|
$2,510
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
57
shares
|
$2,467
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
44
shares
|
$1,904
0.0% of portfolio
|
Q3 2024
Reduced 80.53%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
21
shares
|
$909
0.0% of portfolio
|
Q2 2025
Reduced 99.05%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
13
shares
|
$562
0.0% of portfolio
|
Q1 2024
Reduced 96.25%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
12
shares
|
$519
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2024
Reduced 99.87%
|
|
|
Premier Financial Group
Eureka, CA |
Aug 14, 2025 Q2 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|