Institutional Ownership Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF). We have compiled data on the 185 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
190,026
shares
|
$13.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
178,554
shares
|
$12.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
166,599
shares
|
$11.8 Million
0.08% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
160,222
shares
|
$11.3 Million
0.0% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
157,862
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 710.71%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
139,819
shares
|
$9.88 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
139,344
shares
|
$9.84 Million
4.58% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
113,961
shares
|
$8.05 Million
3.01% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
108,691
shares
|
$7.68 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
98,931
shares
|
$6.99 Million
0.02% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,441
shares
|
$6.74 Million
0.63% of portfolio
|
Q4 2023
Added 4.51%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
89,351
shares
|
$6.31 Million
0.72% of portfolio
|
Q2 2024
Added 51.82%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
86,144
shares
|
$6.08 Million
0.11% of portfolio
|
Q3 2022
Added 72.93%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
85,012
shares
|
$6 Million
2.77% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
84,772
shares
|
$5.99 Million
0.05% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
81,801
shares
|
$5.78 Million
0.01% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
81,767
shares
|
$5.78 Million
1.64% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
78,412
shares
|
$5.54 Million
1.53% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
76,639
shares
|
$5.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
75,303
shares
|
$5.32 Million
3.78% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
70,806
shares
|
$5 Million
2.66% of portfolio
|
Q4 2024
Added 11.17%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
68,401
shares
|
$4.83 Million
0.07% of portfolio
|
Q4 2024
Added 11.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
66,474
shares
|
$4.7 Million
0.04% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
65,001
shares
|
$4.59 Million
0.36% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
63,416
shares
|
$4.48 Million
1.54% of portfolio
|
Q4 2024
Added 1.17%
|