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 |
|---|---|---|---|---|---|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
34,244
shares
|
$1.46 Million
0.28% of portfolio
|
Q4 2022
Added 43.53%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 16, 2025 Q3 2025 |
33,773
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
33,080
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
31,378
shares
|
$1.33 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.64%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Oct 30, 2025 Q3 2025 |
29,323
shares
|
$1.25 Million
0.2% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
26,972
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
26,417
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
25,473
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
22,399
shares
|
$952,405
0.06% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
21,326
shares
|
$906,781
0.01% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
19,546
shares
|
$831,095
0.11% of portfolio
|
Q3 2025
Reduced 46.01%
|
|
|
Resource Planning Group
|
Jan 09, 2024 Q4 2023 |
19,375
shares
|
$823,825
0.44% of portfolio
|
Q4 2023
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
18,902
shares
|
$803,713
0.56% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
17,910
shares
|
$761,533
0.13% of portfolio
|
Q3 2025
Added 48.03%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,495
shares
|
$743,887
0.0% of portfolio
|
Q3 2025
Reduced 6.65%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
16,256
shares
|
$691,205
0.01% of portfolio
|
Q3 2025
Added 119.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
14,272
shares
|
$606,845
0.0% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
13,314
shares
|
$566,111
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
12,428
shares
|
$528,438
0.0% of portfolio
|
Q3 2025
Reduced 27.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
12,395
shares
|
$527,035
0.0% of portfolio
|
Q3 2025
Reduced 65.86%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
12,286
shares
|
$522,400
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,218
shares
|
$519,509
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
11,697
shares
|
$497,356
0.0% of portfolio
|
Q3 2025
Added 72.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
11,641
shares
|
$494,975
0.0% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
11,386
shares
|
$484,132
0.12% of portfolio
|
Q3 2023
New holding
|
|