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 138 institutions that hold shares in the stock, with a total of 6.5 Million shares, which have been reported (via 13F filing form) to have a value of $277 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,075
shares
|
$301,607
0.15% of portfolio
|
Q4 2023
Reduced 44.64%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
7,012
shares
|
$298,921
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
6,673
shares
|
$284,469
0.0% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
6,484
shares
|
$276,412
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
6,368
shares
|
$271,467
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,273
shares
|
$267,417
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
6,065
shares
|
$258,550
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
5,963
shares
|
$254,202
0.05% of portfolio
|
Q2 2024
Reduced 7.66%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,419
shares
|
$231,011
0.0% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
5,072
shares
|
$216,219
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
4,963
shares
|
$211,572
0.0% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Jan 29, 2025 Q4 2024 |
4,948
shares
|
$210,933
0.13% of portfolio
|
Q4 2024
Reduced 49.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
4,938
shares
|
$210,506
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
4,862
shares
|
$207,267
0.0% of portfolio
|
Q4 2024
Reduced 14.91%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,668
shares
|
$198,996
0.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,286
shares
|
$182,712
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,377
shares
|
$143,961
0.08% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,990
shares
|
$127,463
0.0% of portfolio
|
Q4 2023
Reduced 13.11%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,740
shares
|
$116,806
0.0% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
2,334
shares
|
$99,498
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,895
shares
|
$80,783
0.0% of portfolio
|
Q3 2024
Added 179.5%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,756
shares
|
$74,858
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,753
shares
|
$74,730
0.02% of portfolio
|
Q2 2021
Reduced 5.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,553
shares
|
$66,204
0.0% of portfolio
|
Q2 2020
Added 818.54%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,436
shares
|
$61,216
0.0% of portfolio
|
Q4 2024
New holding
|