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 143 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
180
shares
|
$7,653
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
136
shares
|
$5,782
0.0% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$4,677
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$3,401
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69
shares
|
$2,933
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
67
shares
|
$2,848
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
61
shares
|
$2,593
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
58
shares
|
$2,466
0.0% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
57
shares
|
$2,423
0.0% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
44
shares
|
$1,870
0.0% of portfolio
|
Q3 2024
Reduced 80.53%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
38
shares
|
$1,615
0.0% of portfolio
|
Q3 2025
Reduced 72.86%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
24
shares
|
$1,020
0.0% of portfolio
|
Q3 2025
Reduced 99.73%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
13
shares
|
$552
0.0% of portfolio
|
Q1 2024
Reduced 96.25%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
12
shares
|
$510
0.0% of portfolio
|
Q4 2024
Reduced 68.42%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
7
shares
|
$297
0.0% of portfolio
|
Q3 2025
Reduced 92.78%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q1 2024
Reduced 99.87%
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
1
shares
|
$42
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|