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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
58,480
shares
|
$4.13 Million
0.38% of portfolio
|
Q4 2024
Added 13.52%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
58,352
shares
|
$4.12 Million
1.34% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
57,418
shares
|
$4.06 Million
0.96% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
54,974
shares
|
$3.88 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Feb 14, 2025 Q4 2024 |
54,576
shares
|
$3.85 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
52,553
shares
|
$3.71 Million
0.0% of portfolio
|
Q4 2024
Added 109.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
51,899
shares
|
$3.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.03%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
48,400
shares
|
$3.42 Million
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
40,209
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 317.54%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
38,886
shares
|
$2.75 Million
2.85% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
37,648
shares
|
$2.66 Million
2.27% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
36,084
shares
|
$2.55 Million
0.33% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
35,663
shares
|
$2.52 Million
0.37% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,698
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
32,863
shares
|
$2.32 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
30,219
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
29,723
shares
|
$2.1 Million
0.82% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
29,500
shares
|
$2.08 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
27,278
shares
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
Added 383.22%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
25,061
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
23,737
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
23,540
shares
|
$1.66 Million
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
22,125
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,608
shares
|
$1.53 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Feb 06, 2025 Q4 2024 |
20,694
shares
|
$1.46 Million
0.31% of portfolio
|
Q4 2024
Reduced 50.11%
|