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 |
|---|---|---|---|---|---|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
1,332
shares
|
$56,636
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,125
shares
|
$47,835
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,107
shares
|
$47,069
0.0% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
1,050
shares
|
$44,646
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
902
shares
|
$38,353
0.0% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
900
shares
|
$38,268
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
887
shares
|
$37,715
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
871
shares
|
$37,034
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
635
shares
|
$27,000
0.01% of portfolio
|
Q1 2025
Reduced 15.78%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
617
shares
|
$26,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
578
shares
|
$24,576
0.01% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
484
shares
|
$20,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
394
shares
|
$16,752
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
386
shares
|
$16,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
346
shares
|
$14,711
0.0% of portfolio
|
Q3 2025
Reduced 44.28%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
345
shares
|
$14,669
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
343
shares
|
$14,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
317
shares
|
$13,478
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
242
shares
|
$10,289
0.0% of portfolio
|
Q1 2023
Reduced 61.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
221
shares
|
$9,396
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
203
shares
|
$8,631
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
187
shares
|
$7,951
0.0% of portfolio
|
Q2 2025
Reduced 55.37%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$7,653
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
136
shares
|
$5,782
0.0% of portfolio
|
Q2 2025
Reduced 68.45%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$4,677
0.0% of portfolio
|
Q1 2022
New holding
|
|