Who owns Ishares Tr edge msci minm?
- Ticker: SMMV
- CUSIP Number: 46435g433
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr edge msci minm with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr edge msci minm stock
Who bought or sold Ishares Tr edge msci minm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.3M | $55M | 100% | Mar 2026 |
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| Mercer Global Advisors | 356k | $16M | -19% | Mar 2026 |
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| Wealth Management Resources | 280k | $12M | 0% | Mar 2026 |
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| Raymond James Financial | 259k | $11M | -2% | Dec 2025 |
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| Commonwealth Equity Services | 169k | $7.4M | -2% | Mar 2026 |
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| LPL Financial | 135k | $5.9M | -18% | Mar 2026 |
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| Brickley Wealth Management | 127k | $5.5M | 0% | Mar 2026 |
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| Burns Matteson Capital Management | 83k | $3.6M | 145% | Mar 2026 |
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| Creative Planning | 81k | $3.5M | 1% | Mar 2026 |
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| Royal Bank of Canada | 80k | $3.5M | -14% | Mar 2026 |
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| Kestra Advisory Services | 73k | $3.2M | -1% | Mar 2026 |
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| Modern Wealth Management | 69k | $3.0M | 3% | Dec 2025 |
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| UBS Group | 67k | $2.9M | -1% | Mar 2026 |
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| Beacon Pointe Advisors | 67k | $2.9M | -1% | Dec 2025 |
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| Sagespring Wealth Partners | 66k | $2.9M | -7% | Mar 2026 |
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| Ameriprise Financial | 66k | $2.9M | 4% | Mar 2026 |
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| Rehmann Capital Advisory | 65k | $2.8M | -3% | Mar 2026 |
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| Goldman Sachs Group | 55k | $2.4M | 193% | Mar 2026 |
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| Cambridge Investment Research Advisors | 51k | $2.2M | -4% | Mar 2026 |
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| Wells Fargo & Company | 50k | $2.2M | -88% | Mar 2026 |
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| Armbruster Capital Management | 47k | $2.0M | 1% | Mar 2026 |
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| Envestnet Asset Management | 45k | $2.0M | -1% | Mar 2026 |
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| Independent Advisor Alliance | 39k | $1.7M | 100% | Mar 2026 |
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| Two Sigma Investments | 37k | $1.6M | 5% | Mar 2026 |
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| Advisory Services Network | 36k | $1.5M | 35% | Dec 2025 |
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| Sage Mountain Advisors | 33k | $1.4M | 0% | Mar 2026 |
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| Citadel Advisors | 32k | $1.4M | 71% | Mar 2026 |
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| Integrated Wealth Concepts | 31k | $1.4M | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 31k | $1.4M | 4% | Mar 2026 |
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| Regatta Capital Group | 27k | $1.2M | 21% | Mar 2026 |
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| Apollon Wealth Management | 23k | $995k | 0% | Mar 2026 |
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| Geneos Wealth Management | 23k | $991k | 59689% | Mar 2026 |
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| Susquehanna International | 22k | $971k | -38% | Dec 2025 |
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| Patriot Investment Management | 22k | $977k | 0% | Mar 2026 |
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| Coldstream Capital Management | 20k | $880k | 16% | Mar 2026 |
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| XY Planning Network | 20k | $860k | 1% | Mar 2026 |
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| MFA Wealth Services | 19k | $836M | 0% | Mar 2026 |
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| Prime Capital Investment Advisors | 19k | $807k | -11% | Mar 2026 |
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| Private Advisor | 18k | $783k | 2% | Mar 2026 |
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| Retirement Network | 15k | $648k | -10% | Mar 2026 |
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| Cowa | 14k | $618k | 34% | Dec 2025 |
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| Mml Investors Services | 14k | $600k | -9% | Mar 2026 |
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| Cetera Investment Advisers | 13k | $552k | 4% | Mar 2026 |
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| Thrivent Financial for Lutherans | 12k | $540k | 0% | Mar 2026 |
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| CI Private Wealth | 12k | $538k | 36% | Mar 2026 |
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| Advisor Group Holdings | 12k | $531k | -1% | Dec 2025 |
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| Mosaic Family Wealth Partners | 11k | $463k | -18% | Mar 2026 |
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| Captrust Financial Advisors | 11k | $454k | 0% | Dec 2025 |
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| Concurrent Investment Advisors | 10k | $447k | -1% | Mar 2026 |
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| Adamsbrown Wealth Consultants | 9.9k | $432k | 0% | Mar 2026 |
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| Goss Wealth Management | 9.9k | $432k | -6% | Mar 2026 |
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| Fortune Financial Advisors | 9.0k | $392k | -10% | Mar 2026 |
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| Morgan Stanley | 8.6k | $376k | 0% | Mar 2026 |
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| IHT Wealth Management | 8.5k | $368k | -1% | Dec 2025 |
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| Thoroughbred Financial Services | 7.8k | $338k | -7% | Mar 2026 |
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| Capital Analysts | 7.7k | $334k | 100% | Mar 2026 |
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| High Net Worth Advisory Group | 7.7k | $334k | -14% | Mar 2026 |
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| D.A. Davidson & Co. | 7.5k | $327k | 0% | Mar 2026 |
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| Opulen Financial Group | 7.5k | $326k | -4% | Mar 2026 |
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| First Citizens Bank & Trust | 7.0k | $306k | 0% | Mar 2026 |
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| Great Valley Advisor Group | 6.8k | $297k | -4% | Mar 2026 |
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| Rsm Us Wealth Management | 6.8k | $296k | 0% | Mar 2026 |
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| Clear Creek Financial Management | 5.5k | $241k | -4% | Mar 2026 |
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| Stifel Financial | 5.5k | $241k | -2% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 5.3k | $233k | 4% | Mar 2026 |
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| Professional Financial Advisors | 5.2k | $226k | -29% | Mar 2026 |
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| Buckingham Strategic Partners | 5.0k | $220k | 6% | Mar 2026 |
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| First Bank & Trust | 5.0k | $220k | -1% | Mar 2026 |
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| Harbour Investments | 5.0k | $218k | 12% | Mar 2026 |
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| Warren Averett Asset Management | 5.0k | $216k | -2% | Dec 2025 |
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| Lido Advisors | 5.0k | $216k | -7% | Mar 2026 |
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| Rik Saylor Financial | 4.7k | $206k | -2% | Mar 2026 |
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| S.A. Mason | 4.4k | $194k | 0% | Mar 2026 |
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| Summit Investment Advisors | 4.0k | $176k | 0% | Mar 2026 |
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| BlackRock | 3.8k | $164k | 0% | Mar 2026 |
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| FMR | 3.7k | $160k | 26% | Dec 2025 |
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| Advisors Preferred | 3.6k | $157k | 100% | Mar 2026 |
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| Nova Wealth Management | 3.3k | $146k | -36% | Mar 2026 |
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| Farther Finance Advisors | 3.3k | $145k | -4% | Mar 2026 |
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| Spire Wealth Management | 3.0k | $130k | 0% | Mar 2026 |
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| O'shaughnessy Asset Management | 2.2k | $97k | 16% | Mar 2026 |
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| Western Wealth Management | 1.8k | $77k | 100% | Mar 2026 |
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| Provident Wealth Management | 1.8k | $77k | 0% | Mar 2026 |
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| UMA Financial Services | 1.4k | $62k | 0% | Mar 2026 |
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| Reyes Financial Architecture | 1.3k | $58k | 0% | Mar 2026 |
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| Pnc Financial Services | 1.3k | $56k | 0% | Mar 2026 |
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| Colonial Asset Management | 1.1k | $49k | 0% | Mar 2026 |
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| Front Row Advisors | 1.1k | $46k | 0% | Mar 2026 |
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| SageView Advisory Group | 1.0k | $45k | 100% | Dec 2025 |
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| AE Wealth Management | 987.00 | $43k | 3% | Mar 2026 |
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| Harbor Asset Planning | 908.00 | $40k | 0% | Mar 2026 |
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| Global Retirement Partners | 858.00 | $37k | -22% | Dec 2025 |
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| CWM | 734.00 | $32k | 100% | Dec 2025 |
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| International Assets Investment Management | 570.00 | $25k | 0% | Mar 2026 |
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| Pacific Center for Financial Services | 546.00 | $24k | -14% | Mar 2026 |
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| Founders Financial Alliance | 537.00 | $23k | 100% | Mar 2026 |
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| Root Financial Partners | 533.00 | $23k | -14% | Mar 2026 |
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| CoreCap Advisors | 519.00 | $23k | 77% | Mar 2026 |
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| ORG Wealth Partners | 408.00 | $18k | -36% | Mar 2026 |
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| Fairscale Capital | 394.00 | $17k | 0% | Mar 2026 |
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| BFSG | 386.00 | $17k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 372.00 | $16k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 353.00 | $15k | 0% | Mar 2026 |
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| CX Institutional | 346.00 | $15k | 1% | Mar 2026 |
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| MAI Wealth Advisors | 346.00 | $15k | 0% | Mar 2026 |
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| William Blair $ Company | 317.00 | $14k | 0% | Mar 2026 |
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| Measured Wealth Private Client Group | 293.00 | $13k | 0% | Mar 2026 |
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| Hartland & Co | 242.00 | $11k | 0% | Mar 2026 |
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| Tower Research Capital | 233.00 | $10k | -98% | Dec 2025 |
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| Vanguard Advisers | 198.00 | $8.6k | 100% | Mar 2026 |
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| Wolff Wiese Magana | 180.00 | $7.9k | 0% | Mar 2026 |
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| Sym Financial Corporation | 175.00 | $7.6k | 0% | Mar 2026 |
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| Huntington National Bank | 161.00 | $7.0k | 16000% | Dec 2025 |
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| Triumph Capital Management | 90.00 | $3.9k | 0% | Mar 2026 |
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| Sachetta | 72.00 | $3.1k | 24% | Mar 2026 |
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| Archer Investment Corp | 67.00 | $2.9k | 0% | Mar 2026 |
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| Capital Investment Advisory Services | 61.00 | $2.7k | 0% | Mar 2026 |
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| Hazlett, Burt & Watson | 58.00 | $3.0k | 0% | Mar 2026 |
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| IFP Advisors | 44.00 | $1.9k | 0% | Mar 2026 |
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| Fifth Third Bancorp | 24.00 | $1.0k | 85% | Mar 2026 |
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| Transamerica Financial Advisors | 11.00 | $510.999500 | -8% | Mar 2026 |
|
| Assetmark | 7.00 | $304.999800 | 0% | Mar 2026 |
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Who sold out of Ishares Tr edge msci minm?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 71k | $3.0M |
| Flow Traders US | Dec 2025 | 6.9k | $300k |
| Intl Fcstone | Dec 2025 | 6.5k | $284k |
| Janney Montgomery Scott | Dec 2025 | 6.1k | $264k |
| Mariner Wealth Advisors | Dec 2025 | 5.5k | $238k |
| Flagship Harbor Advisors | Dec 2025 | 1.7k | $75k |
| Brian McDonald | Sep 2025 | 1.4k | $60k |