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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,598
shares
|
$469,315
0.0% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
6,405
shares
|
$455,587
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,200
shares
|
$441,006
0.01% of portfolio
|
Q3 2024
Added 13.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,056
shares
|
$430,763
0.0% of portfolio
|
Q3 2024
Added 27.17%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
6,021
shares
|
$428,273
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
5,881
shares
|
$418,315
0.07% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,856
shares
|
$416,537
0.01% of portfolio
|
Q3 2024
Reduced 35.99%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
5,812
shares
|
$413,407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
5,645
shares
|
$401,528
0.0% of portfolio
|
Q3 2024
Reduced 26.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,466
shares
|
$388,796
0.0% of portfolio
|
Q4 2023
Reduced 39.14%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
5,287
shares
|
$376,064
0.13% of portfolio
|
Q2 2024
Reduced 4.34%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
5,270
shares
|
$374,855
0.01% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,024
shares
|
$357,357
0.0% of portfolio
|
Q2 2022
Reduced 3.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,024
shares
|
$357,357
0.0% of portfolio
|
Q3 2024
Added 17.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
5,007
shares
|
$356,147
0.01% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,990
shares
|
$354,938
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
4,872
shares
|
$346,545
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,326
shares
|
$307,708
0.26% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
3,869
shares
|
$275,201
0.0% of portfolio
|
Q3 2024
Reduced 8.75%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
3,726
shares
|
$265,030
0.09% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
3,569
shares
|
$253,862
0.13% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,333
shares
|
$237,076
0.02% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
3,250
shares
|
$231,172
0.01% of portfolio
|
Q3 2024
Added 132.47%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
3,235
shares
|
$230,105
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
3,160
shares
|
$224,770
0.01% of portfolio
|
Q3 2024
New holding
|