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 |
|---|---|---|---|---|---|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
10,636
shares
|
$452,242
0.15% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
10,594
shares
|
$450,456
0.34% of portfolio
|
Q3 2025
Reduced 19.17%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
10,588
shares
|
$450,201
0.12% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
10,466
shares
|
$445,014
0.0% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
10,281
shares
|
$437,148
0.01% of portfolio
|
Q3 2025
Added 46.29%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Nov 03, 2025 Q3 2025 |
10,178
shares
|
$432,768
0.14% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
9,870
shares
|
$419,672
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,860
shares
|
$419,247
0.01% of portfolio
|
Q3 2024
Reduced 93.49%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,645
shares
|
$367,585
0.0% of portfolio
|
Q3 2025
Reduced 28.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,605
shares
|
$365,884
0.01% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
8,363
shares
|
$355,594
0.0% of portfolio
|
Q3 2025
Added 57.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
8,312
shares
|
$353,426
0.02% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,130
shares
|
$345,687
0.0% of portfolio
|
Q3 2023
Reduced 6.25%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
7,783
shares
|
$330,933
0.01% of portfolio
|
Q3 2025
Reduced 24.77%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
7,723
shares
|
$328,381
0.25% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,511
shares
|
$319,367
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
7,349
shares
|
$312,479
0.07% of portfolio
|
Q3 2025
Added 51.65%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
7,230
shares
|
$307,419
0.03% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,144
shares
|
$303,762
0.01% of portfolio
|
Q3 2025
Added 19.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,135
shares
|
$303,380
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
7,075
shares
|
$300,829
0.15% of portfolio
|
Q4 2023
Reduced 44.64%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
7,012
shares
|
$298,150
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,740
shares
|
$286,584
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
6,523
shares
|
$277,357
0.0% of portfolio
|
Q3 2025
Reduced 43.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,509
shares
|
$276,762
0.0% of portfolio
|
Q3 2025
Reduced 98.31%
|
|