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Public ownership evidence

iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) Ownership Disclosures

Read SMMV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2812,345$568,359None
Rehmann Capital Advisory Group2026-06-302026-08-2164,228$2,957,082None
Archer Investment Corp2026-06-302026-08-2067$3,085None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20336,652$15,499,462None
Beacon Pointe Advisors, LLC2026-06-302026-08-1965,006$2,992,886None
Corient Private Wealth LP2026-06-302026-08-1812,345$568,359None
Transamerica Financial Advisors, LLC2026-06-302026-08-1811$539None
Modern Wealth Management, LLC2026-06-302026-08-1559,023$2,717,418None
Ameritas Advisory Services, LLC2026-06-302026-08-155,494$252,932None
IFG Advisory, LLC2026-06-302026-08-15786$36,187None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,616$120,424None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,460$205,335None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,820$360,146None
JANE STREET GROUP, LLC2026-06-302026-08-1515,317$705,195None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-156,551$301,608None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1531,163$1,434,745None
Waverly Advisors, LLC2026-06-302026-08-155,001$230,255None
Thrivent Financial for Lutherans2026-06-302026-08-1512,441$573,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1565,523$3,032,926None
ROYAL BANK OF CANADA2026-06-302026-08-154,434$204,000None
ROYAL BANK OF CANADA2026-06-302026-08-15124,391$5,727,000None
CITADEL ADVISORS LLC2026-06-302026-08-1548,071$2,213,189None
IHT Wealth Management, LLC2026-06-302026-08-158,353$384,572None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-1511,743$540,647None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1531,100$1,431,844None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1562,815$2,892,003None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-156,497$299,122None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15116,130$5,346,639None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15127,537$5,871,820None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1510,565$486,422None
WELLS FARGO & COMPANY/MN2026-06-302026-08-157,173$330,245None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1527,908$1,284,884None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1567,738$3,118,658None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15620,350$28,560,922None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15547,622$25,212,517None
Rockefeller Capital Management L.P.2026-06-302026-08-14353$16,280None
Front Row Advisors LLC2026-06-302026-08-141,025$48,278None
Steward Partners Investment Advisory, LLC2026-06-302026-08-1421,564$992,787None
UBS Group AG2026-06-302026-08-1467,183$3,093,105None
Creative Planning2026-06-302026-08-1477,714$3,577,974None
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2026-06-302026-08-143,062$140,974None
CAPTRUST FINANCIAL ADVISORS2026-06-302026-08-1410,466$481,848None
Ameritas Investment Partners, Inc.2026-06-302026-08-143,988$183,593None
VANGUARD ADVISERS INC2026-06-302026-08-14198$9,126None
MORGAN STANLEY2026-06-302026-08-141$69None
MORGAN STANLEY2026-06-302026-08-149,253$426,008None
FMR LLC2026-06-302026-08-144,068$187,273None
HUNTINGTON NATIONAL BANK2026-06-302026-08-141$46None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-13502$23,112None
REGATTA CAPITAL GROUP, LLC2026-06-302026-08-1330,632$1,410,281None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Rehmann Capital Advisory Group ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Transamerica Financial Advisors, LLC ↗Modern Wealth Management, LLC ↗Ameritas Advisory Services, LLC ↗IFG Advisory, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.