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 131 institutions that hold shares in the stock, with a total of 5.98 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,032,526
shares
|
$43.6 Million
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
759,957
shares
|
$32.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
602,154
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,756
shares
|
$17.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
283,350
shares
|
$12 Million
4.33% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,403
shares
|
$8.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
191,956
shares
|
$8.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
183,661
shares
|
$7.75 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
162,266
shares
|
$6.85 Million
0.0% of portfolio
|
Q3 2024
Added 150.4%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
152,500
shares
|
$6.44 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
151,164
shares
|
$6.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
136,033
shares
|
$5.74 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Brickley Wealth Management
|
Nov 04, 2024 Q3 2024 |
127,959
shares
|
$5.4 Million
1.07% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
122,336
shares
|
$5.16 Million
0.32% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
120,388
shares
|
$5.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
89,748
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
77,161
shares
|
$3.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
74,724
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
69,287
shares
|
$2.92 Million
0.97% of portfolio
|
Q4 2024
Reduced 3.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
53,987
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2024
Added 31.54%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
43,133
shares
|
$1.82 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
39,700
shares
|
$1.68 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
36,950
shares
|
$1.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
34,544
shares
|
$1.46 Million
0.79% of portfolio
|
Q3 2024
Reduced 8.56%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
34,244
shares
|
$1.45 Million
0.28% of portfolio
|
Q4 2022
Added 43.53%
|