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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,035
shares
|
$355,622
0.0% of portfolio
|
Q4 2024
Reduced 16.86%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,024
shares
|
$354,845
0.0% of portfolio
|
Q2 2022
Reduced 3.83%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
4,872
shares
|
$344,109
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
4,735
shares
|
$334,433
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
4,628
shares
|
$326,875
0.01% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
4,488
shares
|
$316,987
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,326
shares
|
$305,545
0.26% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
4,136
shares
|
$292,125
0.11% of portfolio
|
Q4 2024
Reduced 21.77%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
3,869
shares
|
$273,267
0.0% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
3,711
shares
|
$262,107
0.19% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
3,569
shares
|
$252,078
0.13% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Feb 13, 2025 Q4 2024 |
3,503
shares
|
$247,416
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
3,333
shares
|
$235,409
0.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
3,266
shares
|
$230,677
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
3,235
shares
|
$228,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
3,230
shares
|
$228,134
0.01% of portfolio
|
Q4 2024
Added 6.95%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
3,160
shares
|
$223,190
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,120
shares
|
$220,365
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,113
shares
|
$219,871
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,885
shares
|
$203,767
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
2,717
shares
|
$191,901
0.0% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,027
shares
|
$143,167
0.08% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,954
shares
|
$138,011
0.01% of portfolio
|
Q4 2024
Added 3808.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,852
shares
|
$130,806
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,537
shares
|
$108,558
0.04% of portfolio
|
Q3 2022
Reduced 24.8%
|