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 168 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
57,048
shares
|
$4.02 Million
0.04% of portfolio
|
Q3 2024
Added 61.18%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
51,514
shares
|
$3.63 Million
0.34% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
48,400
shares
|
$3.41 Million
0.03% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
41,476
shares
|
$2.92 Million
0.54% of portfolio
|
Q3 2024
Added 99.73%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
37,648
shares
|
$2.65 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
35,930
shares
|
$2.53 Million
0.34% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
35,663
shares
|
$2.51 Million
0.37% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,698
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
33,854
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
31,300
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
29,723
shares
|
$2.09 Million
0.82% of portfolio
|
Q4 2024
Added 11.65%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
29,500
shares
|
$2.08 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
25,052
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 56.19%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
25,050
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
25,030
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
23,459
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.94%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
22,125
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
20,832
shares
|
$1.47 Million
1.05% of portfolio
|
Q3 2024
Added 97.67%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
19,748
shares
|
$1.39 Million
0.24% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,742
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2024
Added 135.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
19,718
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
19,472
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,366
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,571
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
18,493
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2024
Reduced 17.78%
|