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 132 institutions that hold shares in the stock, with a total of 6.01 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,050
shares
|
$44,341
0.02% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
902
shares
|
$38,091
0.0% of portfolio
|
Q2 2023
Added 0.33%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
754
shares
|
$31,841
0.01% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
599
shares
|
$25,295
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
528
shares
|
$22,297
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
484
shares
|
$20,439
0.01% of portfolio
|
Q1 2024
Added 272.31%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
394
shares
|
$16,638
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
386
shares
|
$16,300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
317
shares
|
$13,386
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
242
shares
|
$10,219
0.0% of portfolio
|
Q1 2023
Reduced 61.16%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
221
shares
|
$9,332
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
194
shares
|
$8,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
180
shares
|
$7,601
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
147
shares
|
$6,207
0.0% of portfolio
|
Q1 2024
Reduced 29.25%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
118
shares
|
$4,983
0.0% of portfolio
|
Q4 2023
Reduced 90.82%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
110
shares
|
$4,645
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
80
shares
|
$3,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
74
shares
|
$3,125
0.0% of portfolio
|
Q2 2022
Reduced 1.33%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69
shares
|
$2,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
68
shares
|
$2,871
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
67
shares
|
$2,829
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
61
shares
|
$2,576
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
57
shares
|
$2,407
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
56
shares
|
$2,364
0.0% of portfolio
|
Q4 2023
Added 1.82%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
44
shares
|
$1,858
0.0% of portfolio
|
Q3 2024
Reduced 80.53%
|