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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,465
shares
|
$103,472
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,373
shares
|
$96,974
0.01% of portfolio
|
Q3 2023
Reduced 68.87%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
1,367
shares
|
$96,551
0.0% of portfolio
|
Q4 2024
Added 19428.57%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,210
shares
|
$85,462
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,185
shares
|
$83,696
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,001
shares
|
$70,700
0.0% of portfolio
|
Q4 2023
Added 66.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
950
shares
|
$67,098
0.01% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
888
shares
|
$62,719
0.0% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
756
shares
|
$53,396
0.03% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
753
shares
|
$53,184
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
697
shares
|
$49,229
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
656
shares
|
$46,333
0.0% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
616
shares
|
$43,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
569
shares
|
$40,188
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
548
shares
|
$38,705
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
485
shares
|
$34,255
0.01% of portfolio
|
Q4 2023
Reduced 67.49%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
441
shares
|
$31,147
0.0% of portfolio
|
Q4 2024
Added 126.15%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
407
shares
|
$28,746
0.0% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
378
shares
|
$26,698
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
341
shares
|
$24,084
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
304
shares
|
$21,471
0.0% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
250
shares
|
$17,657
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
220
shares
|
$15,538
0.0% of portfolio
|
Q4 2024
Added 633.33%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
216
shares
|
$15,256
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
213
shares
|
$15,044
0.0% of portfolio
|
Q4 2024
New holding
|