Institutional Ownership Ishares Msci Usa Small Cap Min (SMMV)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Min (SMMV). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 6.37 Million shares, which have been reported (via 13F filing form) to have a value of $269 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
34,543
shares
|
$1.46 Million
0.8% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
34,244
shares
|
$1.45 Million
0.28% of portfolio
|
Q4 2022
Added 43.53%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
33,750
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
33,080
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
29,645
shares
|
$1.25 Million
0.17% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
29,310
shares
|
$1.24 Million
0.22% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
27,117
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
26,317
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
25,062
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
23,217
shares
|
$982,775
0.07% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
21,736
shares
|
$920,084
0.02% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
20,900
shares
|
$884,697
0.0% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
19,375
shares
|
$820,143
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
19,070
shares
|
$807,233
0.0% of portfolio
|
Q3 2024
Reduced 33.32%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
17,077
shares
|
$722,869
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
16,841
shares
|
$712,879
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,181
shares
|
$684,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
16,151
shares
|
$683,671
0.0% of portfolio
|
Q3 2024
Reduced 39.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,780
shares
|
$625,637
0.0% of portfolio
|
Q4 2024
Reduced 50.75%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
14,691
shares
|
$621,870
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
13,889
shares
|
$587,921
0.0% of portfolio
|
Q3 2024
Added 320.37%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
13,145
shares
|
$556,427
0.5% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
13,071
shares
|
$553,295
0.08% of portfolio
|
Q3 2024
Reduced 19.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,807
shares
|
$542,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,546
shares
|
$531,072
0.0% of portfolio
|
Q3 2024
Reduced 55.12%
|