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 142 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,255,902
shares
|
$53.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
453,669
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
408,756
shares
|
$17.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
403,288
shares
|
$17.1 Million
0.0% of portfolio
|
Q3 2025
Added 12.48%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
291,848
shares
|
$12.4 Million
4.07% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
264,328
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,403
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 98.49%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
176,529
shares
|
$7.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
158,728
shares
|
$6.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
127,031
shares
|
$5.4 Million
0.95% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
123,304
shares
|
$5.24 Million
0.44% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
92,802
shares
|
$3.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.47%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
88,182
shares
|
$3.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
81,922
shares
|
$3.48 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
77,511
shares
|
$3.3 Million
0.02% of portfolio
|
Q3 2025
Added 414.58%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
72,290
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
70,582
shares
|
$3 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
67,873
shares
|
$2.89 Million
0.03% of portfolio
|
Q3 2025
Added 11.74%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
67,215
shares
|
$2.86 Million
0.96% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
66,825
shares
|
$2.84 Million
0.06% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
62,921
shares
|
$2.68 Million
0.0% of portfolio
|
Q3 2025
Reduced 69.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
53,228
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
49,408
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 89.3%
|
|
|
Armbruster Capital Management, Inc.
|
Oct 20, 2025 Q3 2025 |
46,700
shares
|
$1.99 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
36,413
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.39%
|
|