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Ishares Msci USA Small-Cap M (SMMV)

CUSIP: 46435G433 | NYSE | 381 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Wealth Management Resources, Inc.283,888
3.9% of portfolio›$12.6M
Commonwealth Equity Services, LLC164,230
0.0% of portfolio›$7.3M
LPL Financial LLC152,151
0.0% of portfolio›$6.8M
Brickley Wealth Management121,953
0.8% of portfolio›$5.4M
Creative Planning74,637
0.0% of portfolio›$3.3M
Sagespring Wealth Partners, LLC56,849
0.0% of portfolio›$2.5M
Cambridge Investment Research Advisors, Inc.47,337
0.0% of portfolio›$2.1K
Armbruster Capital Management, Inc.42,370
0.3% of portfolio›$1.9M
Regatta Capital Group, LLC36,656
0.2% of portfolio›$1.6M
Burns Matteson Capital Management, LLC26,859
0.4% of portfolio›$1.2M
Sage Mountain Advisors LLC23,957
0.1% of portfolio›$1.1M
Kestra Advisory Services, LLC23,842
0.0% of portfolio›$1.1M
Apollon Wealth Management, LLC23,582
0.0% of portfolio›$1.0M
Patriot Investment Management Group, Inc.21,591
0.1% of portfolio›$960.5K
XY Planning Network, Inc.19,779
0.1% of portfolio›$879.9K
MFA Wealth Services19,376
0.5% of portfolio›$862.0K
Prime Capital Investment Advisors, LLC15,183
0.0% of portfolio›$675.4K
Thrivent Financial for Lutherans12,490
0.0% of portfolio›$556.0K
Leelyn Smith, LLC11,708
0.1% of portfolio›$520.8K
Concurrent Investment Advisors, LLC11,139
0.0% of portfolio›$495.5K
Adamsbrown Wealth Consultants LLC9,970
0.1% of portfolio›$443.5K
Opulen Financial Group LLC7,525
0.2% of portfolio›$334.8K
D.A. Davidson & Co.7,488
0.0% of portfolio›$333.1K
Cowa, LLC7,175
0.1% of portfolio›$319.2K
High Net Worth Advisory Group LLC7,110
0.1% of portfolio›$316.3K
Choreo, LLC6,539
0.0% of portfolio›$290.9K
First Citizens Bank & Trust Co6,512
0.0% of portfolio›$289.7K
Professional Financial Advisors, LLC5,227
0.0% of portfolio›$232.5K
Wealth Enhancement Advisory Services, LLC5,112
0.0% of portfolio›$230.5K
S.A. Mason LLC4,453
0.1% of portfolio›$198.1K
Farther Finance Advisors, LLC3,849
0.0% of portfolio›$171.2K
Spire Wealth Management2,990
0.0% of portfolio›$133.0K
CoreCap Advisors, LLC2,382
0.0% of portfolio›$106.0K
Provident Wealth Management, LLC1,753
0.0% of portfolio›$78.0K
Physician Wealth Advisors, Inc.1,421
0.0% of portfolio›$63.2K
PNC Financial Services Group, Inc.1,275
0.0% of portfolio›$56.7K
Harbor Asset Planning, Inc.915
0.0% of portfolio›$40.7K
Citigroup Inc789
0.0% of portfolio›$35.1K
Pacific Center for Financial Services546
0.0% of portfolio›$24.3K
Root Financial Partners, LLC533
0.0% of portfolio›$23.7K
Compass Financial Management LLC502
0.0% of portfolio›$22.3K
Ascentis Wealth Management, LLC461
0.0% of portfolio›$20.5K
Fairscale Capital, LLC394
0.0% of portfolio›$18.4K
Bfsg, LLC386
0.0% of portfolio›$17.2K
Birch Financial Group, LLC313
0.0% of portfolio›$13.9K
Clearstead Advisors, LLC242
0.0% of portfolio›$10.8K
EverSource Wealth Advisors, LLC186
0.0% of portfolio›$8.3K
Wolff Wiese Magana LLC180
0.0% of portfolio›$8.0K
SYM Financial Corp175
0.0% of portfolio›$7.8K
Provenance Wealth Advisors, LLC129
0.0% of portfolio›$5.7K
Triumph Capital Management90
0.0% of portfolio›$4.0K
Next Level Wealth Planning, LLC86
0.0% of portfolio›$3.8K
Archer Investment Corp67
0.0% of portfolio›$3.0K
Capital Investment Advisory Services, LLC61
0.0% of portfolio›$2.7K
IFP Advisors, Inc44
0.0% of portfolio›$2.0K
Fifth Third Bancorp21
0.0% of portfolio›$934
Allworth Financial LP7
0.0% of portfolio›$323
StyleTurnoverLocationFiled
Wealth Management Resources, Inc.
283,888$12.6M3.9%ETFVery LowSmithfield, RI2026-10-21
Commonwealth Equity Services, LLC
164,230$7.3M0.0%ETFLowWaltham, MA2026-11-02
LPL Financial LLC
152,151$6.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Brickley Wealth Management
121,953$5.4M0.8%ETFVery LowSan Mateo, CA2026-11-04
Creative Planning
74,637$3.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Sagespring Wealth Partners, LLC
56,849$2.5M0.0%ETFLowFranklin, TN2026-10-22
Cambridge Investment Research Advisors, Inc.
47,337$2.1K0.0%ETFLowFairfield, IA2026-11-02
Armbruster Capital Management, Inc.
42,370$1.9M0.3%ETFVery LowPittsford, NY2026-10-19
Regatta Capital Group, LLC
36,656$1.6M0.2%ETFLowEl Segundo, CA2026-10-23
Burns Matteson Capital Management, LLC
26,859$1.2M0.4%CoreMediumCorning, NY2026-10-16
Sage Mountain Advisors LLC
23,957$1.1M0.1%ETFLowAtlanta, GA2026-11-02
Kestra Advisory Services, LLC
23,842$1.1M0.0%CoreLowAustin, TX2026-11-02
Apollon Wealth Management, LLC
23,582$1.0M0.0%GrowthLowMount Pleasant, SC2026-10-23
Patriot Investment Management Group, Inc.
21,591$960.5K0.1%ETFVery LowKnoxville, TN2026-10-15
XY Planning Network, Inc.
19,779$879.9K0.1%ETFLowBozeman, MT2026-10-14
MFA Wealth Services
19,376$862.0K0.5%ETFLowThousand Oaks, CA2026-10-14
Prime Capital Investment Advisors, LLC
15,183$675.4K0.0%ETFLowOverland Park, KS2026-10-20
Thrivent Financial for Lutherans
12,490$556.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Leelyn Smith, LLC
11,708$520.8K0.1%GrowthLowGeneva, IL2026-11-03
Concurrent Investment Advisors, LLC
11,139$495.5K0.0%GrowthMediumTampa, FL2026-10-16
Adamsbrown Wealth Consultants LLC
9,970$443.5K0.1%ETFLowWichita, KS2026-10-20
Opulen Financial Group LLC
7,525$334.8K0.2%ETFVery LowArlington, VA2026-10-22
D.A. Davidson & Co.
7,488$333.1K0.0%CoreLowGreat Falls, MT2026-10-28
Cowa, LLC
7,175$319.2K0.1%ETFMediumTulsa, OK2026-10-30
High Net Worth Advisory Group LLC
7,110$316.3K0.1%ETFVery LowNaples, FL2026-10-26
Choreo, LLC
6,539$290.9K0.0%IndexLowRockford, IL2026-10-28
First Citizens Bank & Trust Co
6,512$289.7K0.0%CoreMediumRaleigh, NC2026-10-14
Professional Financial Advisors, LLC
5,227$232.5K0.0%ETFMediumNorth Platte, NE2026-10-13
Wealth Enhancement Advisory Services, LLC
5,112$230.5K0.0%CoreLowPlymouth, MN2026-10-13
S.A. Mason LLC
4,453$198.1K0.1%GrowthVery LowHolland, MI2026-10-13
Farther Finance Advisors, LLC
3,849$171.2K0.0%IndexLowSan Francisco, CA2026-10-08
Spire Wealth Management
2,990$133.0K0.0%GrowthMediumMclean, VA2026-10-30
CoreCap Advisors, LLC
2,382$106.0K0.0%ETFMediumSouthfield, MI2026-10-08
Provident Wealth Management, LLC
1,753$78.0K0.0%ETFVery LowBrentwood, TN2026-10-20
Physician Wealth Advisors, Inc.
1,421$63.2K0.0%ETFMediumMidvale, UT2026-10-20
PNC Financial Services Group, Inc.
1,275$56.7K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Harbor Asset Planning, Inc.
915$40.7K0.0%ETFVery LowBelmont, MA2026-10-23
Citigroup Inc
789$35.1K0.0%CoreMediumNew York, NY2026-11-04
Pacific Center for Financial Services
546$24.3K0.0%ETFMediumDanville, CA2026-10-15
Root Financial Partners, LLC
533$23.7K0.0%ETFMediumEncinitas, CA2026-10-21
Compass Financial Management LLC
502$22.3K0.0%CoreN/ATampa, FL2026-10-30
Ascentis Wealth Management, LLC
461$20.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Fairscale Capital, LLC
394$18.4K0.0%GrowthVery LowNashua, NH2026-11-04
Bfsg, LLC
386$17.2K0.0%CoreLowIrvine, CA2026-10-30
Birch Financial Group, LLC
313$13.9K0.0%CoreLowKeene, NH2026-10-27
Clearstead Advisors, LLC
242$10.8K0.0%ETFLowCleveland, OH2026-11-06
EverSource Wealth Advisors, LLC
186$8.3K0.0%CoreMediumBirmingham, AL2026-11-04
Wolff Wiese Magana LLC
180$8.0K0.0%GrowthLowCarslbad, CA2026-10-15
SYM Financial Corp
175$7.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Provenance Wealth Advisors, LLC
129$5.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
Triumph Capital Management
90$4.0K0.0%ETFMediumDenver, CO2026-10-14
Next Level Wealth Planning, LLC
86$3.8K0.0%ETFVery LowMeridian, ID2026-10-29
Archer Investment Corp
67$3.0K0.0%CoreMediumCarmel, IN2026-11-05
Capital Investment Advisory Services, LLC
61$2.7K0.0%CoreMediumRaleigh, NC2026-10-30
IFP Advisors, Inc
44$2.0K0.0%GrowthLowTampa, FL2026-10-16
Fifth Third Bancorp
21$9340.0%IndexVery LowCincinnati, OH2026-11-05
Allworth Financial LP
7$3230.0%IndexLowFolsom, CA2026-11-06