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 164 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 $1.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
17,041
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
17,001
shares
|
$1.21 Million
0.34% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,838
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 60.63%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
15,537
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
15,366
shares
|
$1.09 Million
0.1% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
14,459
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
14,174
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 22.58%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
14,010
shares
|
$996,531
0.06% of portfolio
|
Q4 2024
Reduced 19.41%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
13,394
shares
|
$952,715
0.44% of portfolio
|
Q4 2024
Added 220.89%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
12,774
shares
|
$908,614
0.01% of portfolio
|
Q3 2024
Added 225.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,345
shares
|
$878,099
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,872
shares
|
$844,455
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
10,655
shares
|
$757,890
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
10,393
shares
|
$739,254
0.01% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
9,999
shares
|
$711,228
0.02% of portfolio
|
Q1 2023
Added 99890.0%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,630
shares
|
$684,981
0.0% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
9,297
shares
|
$661,295
0.0% of portfolio
|
Q3 2024
Added 85.98%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
9,043
shares
|
$643,228
0.07% of portfolio
|
Q3 2024
Added 14.18%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
8,734
shares
|
$621,249
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
8,669
shares
|
$616,625
0.01% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
8,503
shares
|
$604,818
0.02% of portfolio
|
Q3 2024
Added 21.51%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,326
shares
|
$592,228
0.01% of portfolio
|
Q3 2024
Reduced 6.31%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
8,164
shares
|
$580,705
0.07% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
7,735
shares
|
$550,190
0.25% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,773
shares
|
$481,763
0.0% of portfolio
|
Q3 2024
Added 62.11%
|