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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,001
shares
|
$255,162
0.0% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
5,882
shares
|
$250,102
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
5,648
shares
|
$240,152
0.0% of portfolio
|
Q3 2025
Added 12.24%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
5,397
shares
|
$229,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,359
shares
|
$227,864
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
5,325
shares
|
$226,419
0.01% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
First Bank & Trust
|
Oct 10, 2025 Q3 2025 |
5,322
shares
|
$226,291
0.04% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
5,199
shares
|
$221,061
0.16% of portfolio
|
Q3 2025
Reduced 34.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,067
shares
|
$215,448
0.0% of portfolio
|
Q3 2025
Reduced 5.87%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
4,952
shares
|
$210,559
0.16% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
4,638
shares
|
$197,207
0.09% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,409
shares
|
$187,470
0.0% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,957
shares
|
$168,251
0.01% of portfolio
|
Q3 2025
Added 24.71%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
3,787
shares
|
$161,023
0.01% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,421
shares
|
$145,460
0.0% of portfolio
|
Q3 2025
Added 2874.78%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
3,377
shares
|
$143,590
0.08% of portfolio
|
Q2 2024
Reduced 13.23%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
3,177
shares
|
$135,086
0.0% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,990
shares
|
$127,134
0.0% of portfolio
|
Q4 2023
Reduced 13.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,185
shares
|
$92,906
0.0% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,793
shares
|
$76,238
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,753
shares
|
$74,537
0.02% of portfolio
|
Q2 2021
Reduced 5.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,553
shares
|
$66,033
0.0% of portfolio
|
Q2 2020
Added 818.54%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,389
shares
|
$59,060
0.0% of portfolio
|
Q4 2024
Reduced 26.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,375
shares
|
$58,465
0.0% of portfolio
|
Q2 2024
Added 2400.0%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,364
shares
|
$57,997
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|