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 |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
19,748
shares
|
$1.39 Million
0.24% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,718
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,366
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
18,934
shares
|
$1.34 Million
0.92% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,571
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
18,493
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.78%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
17,712
shares
|
$1.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.04%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
17,176
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2023
Reduced 1.08%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
17,041
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,470
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
15,401
shares
|
$1.09 Million
0.1% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
15,251
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,010
shares
|
$989,526
0.06% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
13,887
shares
|
$980,838
0.01% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
13,394
shares
|
$946,018
0.44% of portfolio
|
Q4 2024
Added 220.89%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
13,093
shares
|
$924,758
0.0% of portfolio
|
Q4 2024
Reduced 7.63%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,043
shares
|
$921,227
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,345
shares
|
$871,927
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
11,935
shares
|
$842,969
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,872
shares
|
$838,519
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
10,655
shares
|
$752,562
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
10,431
shares
|
$736,741
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
10,402
shares
|
$734,693
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
9,999
shares
|
$706,229
0.02% of portfolio
|
Q1 2023
Added 99890.0%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
9,548
shares
|
$674,375
0.03% of portfolio
|
Q4 2024
Added 12.29%
|