SMIN — ISHARES TR

Ownership history in KABOUTER MANAGEMENT, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which KABOUTER MANAGEMENT, LLC reported a position in ISHARES TR (SMIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.2% (2024 Q2)
Avg. % of fund
0.09%
First filed
2023 Q2
Last filed
2024 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 UNCHANGED 576 — 0% 0.20% $46K $74.34
2024 Q1 UNCHANGED 576 — 0% 0.17% $40K $64.59
2023 Q4 UNCHANGED 576 — 0% 0.03% $40K $64.15
2023 Q3 UNCHANGED 576 — 0% 0.02% $37K $57.81
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SMIN price (monthly, adj. close)

Other funds also holding SMIN

As of 2025 Q4 — sorted by position size

Mainsail Financial Group, LLC 3Y 2.77% Leibman Financial Services, Inc. 2.46% Crumly & Associates Inc. 3Y 1.55% 626 Financial, LLC 3Y 1.12% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 1.07% Hillsdale Investment Management Inc. 3Y 7Y 0.96% Randolph Co Inc 3Y 7Y 0.95% Informed Momentum Co LLC 3Y 7Y 0.77% Highland Financial Advisors, LLC 3Y 0.77% CHANNING GLOBAL ADVISORS, LLC 3Y 0.55%
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