SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF - Institutional Ownership - Sellers

iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
US ˙ BATS ˙ US46435G4331

Institutional and Fund Ownership - Sellers

This page shows institutions, funds, and major shareholders that have decreased holdings or closed their positions in their last reporting period. Red rows indicate closed positions. Click the link icon to see the full transaction history.

Upgradeto unlock premium data.

File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-12 13F Founders Financial Alliance, LLC 0 -100.00 0 -100.00
2025-07-21 13F Future Financial Wealth Managment LLC 0 -100.00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 24,686 -1.17 1,037 0.19
2025-08-08 13F Compass Wealth Management LLC 0 -100.00 0
2025-08-14 13F Warren Averett Asset Management, LLC 5,383 -3.44 226 -2.16
2025-04-21 13F ORG Partners LLC 0 -100.00 0
2025-08-14 13F Fmr Llc 2,356 -4.46 99 -3.92
2025-07-28 13F Sagespring Wealth Partners, Llc 86,111 -7.20 3,618 -5.95
2025-08-13 13F StoneX Group Inc. 5,989 -9.89 252 -8.73
2025-08-14 13F Two Sigma Investments, Lp 7,200 -76.70 302 -76.41
2025-08-13 13F Beacon Pointe Advisors, LLC 60,742 -1.84 2,552 -0.51
2025-04-30 13F Axxcess Wealth Management, Llc 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 7,028 -3.86 295 -2.64
2025-04-25 13F TBH Global Asset Management, LLC 0 -100.00 0
2025-07-15 13F Burns Matteson Capital Management, LLC 34,353 -0.46 1,443 0.91
2025-07-28 13F Rik Saylor Financial, Inc. 4,977 -1.93 209 -0.48
2025-07-30 13F Eqis Capital Management, Inc. 8,165 -0.43 343 1.18
2025-08-11 13F PFG Private Wealth Management, LLC 0 -100.00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 6,452 -51.24 271 -50.55
2025-07-08 13F Adamsbrown Wealth Consultants Llc 10,141 -0.66 426 0.71
2025-07-28 13F Harbour Investments, Inc. 4,238 -14.18 178 -12.75
2025-07-25 13F 1858 Wealth Management, Llc 0 -100.00 0
2025-08-11 13F Heritage Wealth Advisors 0 -100.00 0
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-14 13F UBS Group AG 69,726 -1.50 2,929 -0.17
2025-08-14 13F Royal Bank Of Canada 39,342 -32.47 1,653 -31.58
2025-08-14 13F CoreCap Advisors, LLC 97 -37.42 4 -33.33
2025-08-14 13F Mercer Global Advisors Inc /adv 497,382 -8.46 20,895 -7.22
2025-07-22 13F McNaughton Wealth Management, LLC 0 -100.00 0
2025-07-10 13F High Net Worth Advisory Group LLC 10,837 -2.90 455 -1.52
2025-08-04 13F HBK Sorce Advisory LLC 6,635 -4.12 279 -2.80
2025-07-09 13F First Bank & Trust 5,881 -1.24 247 0.41
2025-07-21 13F Ameritas Advisory Services, LLC 3,173 -47.58 133 -46.80
2025-08-07 13F Hughes Financial Services, LLC 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 187 -55.37 8 -58.82
2025-08-06 13F AE Wealth Management LLC 892 -37.88 37 -37.29
2025-08-06 13F Commonwealth Equity Services, Llc 177,992 -3.77 7 0.00
2025-08-04 13F Assetmark, Inc 97 -98.58 4 -98.59
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-08 13F Creative Planning 88,714 -0.32 3,727 1.03
2025-08-15 13F Global View Capital Management LLC 0 -100.00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 26,794 -0.00 1,126 1.35
2025-08-11 13F Private Advisor Group, LLC 18,742 -9.55 787 -8.28
2025-07-25 13F Stephens Consulting, LLC 21 -99.05 1 -100.00
2025-08-14 13F GWM Advisors LLC 15,393 -21.75 647 -20.74
2025-08-14 13F Raymond James Financial Inc 278,100 -2.45 11,683 -1.13
2025-08-12 13F O'shaughnessy Asset Management, Llc 1,933 -16.50 81 -14.74
2025-07-25 13F Joel Adams & Associates, Inc. 5,378 -52.13 226 -51.61
2025-07-31 13F Buckingham Strategic Partners 5,315 -2.15 223 -0.89
2025-04-07 13F Summit Global Investments 0 -100.00 0 -100.00
2025-08-14 13F EP Wealth Advisors, Inc. 3,177 -3.93 133 -2.92
2025-08-08 13F Brickley Wealth Management 127,938 -0.02 5,375 1.34
2025-07-25 13F Apollon Wealth Management, LLC 25,460 -1.42 1,070 -0.09
2025-05-09 13F Wade Financial Advisory, Inc 67,215 -2.99 2,786 -2.99
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-03-28 13F/A Berkeley, Inc 0 -100.00 0 -100.00
2025-08-12 13F MAI Capital Management 346 -44.28 15 -44.00
2025-08-12 13F Jpmorgan Chase & Co 72,657 -12.56 3,052 -11.38
2025-08-13 13F Millstone Evans Group, LLC 136 -68.45 6 -70.59
2025-08-01 13F Envestnet Asset Management Inc 461,809 -4.28 19,401 -2.99
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-13 13F Rsm Us Wealth Management Llc 7,126 -22.47 299 -21.32
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-05-14 13F Flow Traders U.s. Llc 0 -100.00 0
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista