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 154 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $988 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 12, 2024 Q2 2024 |
3,776,600
shares
|
$253 Million
14.65% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,364,886
shares
|
$91.5 Million
0.02% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
773,465
shares
|
$51.9 Million
3.05% of portfolio
|
Q2 2024
Added 9.18%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
559,595
shares
|
$37.5 Million
4.81% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
499,352
shares
|
$33.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
473,239
shares
|
$31.7 Million
3.9% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
455,822
shares
|
$30.6 Million
3.11% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
385,716
shares
|
$25.9 Million
7.43% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
357,206
shares
|
$24 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Searcy Financial Services Inc
|
Oct 15, 2024 Q3 2024 |
353,585
shares
|
$23.7 Million
11.12% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
329,046
shares
|
$22.1 Million
0.01% of portfolio
|
Q2 2024
Added 71.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
307,807
shares
|
$20.6 Million
0.01% of portfolio
|
Q2 2024
Added 30.76%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
292,377
shares
|
$19.6 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.13%
|
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
251,389
shares
|
$16.9 Million
1.21% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
247,245
shares
|
$16.6 Million
5.96% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
241,271
shares
|
$16.2 Million
0.05% of portfolio
|
Q3 2024
Added 122.28%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
236,037
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
222,935
shares
|
$14.9 Million
2.64% of portfolio
|
Q4 2022
Added 21.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
217,030
shares
|
$14.6 Million
0.19% of portfolio
|
Q2 2024
Reduced 50.11%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
210,720
shares
|
$14.1 Million
12.19% of portfolio
|
Q3 2024
Added 27.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
200,723
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2024
Added 31.95%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
190,278
shares
|
$12.8 Million
0.08% of portfolio
|
Q3 2024
Added 108.5%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
155,864
shares
|
$10.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
143,092
shares
|
$9.59 Million
0.02% of portfolio
|
Q2 2024
Added 43.97%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Aug 13, 2024 Q2 2024 |
137,393
shares
|
$9.21 Million
4.63% of portfolio
|
Q2 2024
New holding
|