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 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

iShares MSCI USA Small-Cap Min Vol Factor ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
12,345
Value (USD)
$568,359
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SMMV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SMMV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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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No records are available for this view.

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.

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