Institutional Ownership Ishares Msci Usa Small Cap Mul (SMLF)
This table provides information about the institutional ownership of Ishares Msci Usa Small Cap Mul (SMLF). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
3,606,933
shares
|
$235 Million
13.21% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,880,649
shares
|
$122 Million
0.03% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,147,066
shares
|
$74.7 Million
0.02% of portfolio
|
Q1 2025
Added 52.34%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
837,350
shares
|
$54.5 Million
3.14% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
630,872
shares
|
$41.1 Million
0.02% of portfolio
|
Q1 2025
Added 31.05%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
561,508
shares
|
$36.6 Million
4.66% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
501,022
shares
|
$32.6 Million
4.08% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
499,352
shares
|
$32.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
458,173
shares
|
$29.8 Million
2.91% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
441,076
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
403,430
shares
|
$26.3 Million
7.65% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
399,823
shares
|
$26 Million
5.66% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
365,590
shares
|
$23.8 Million
0.35% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Searcy Financial Services Inc
|
Apr 17, 2025 Q1 2025 |
362,787
shares
|
$23.6 Million
9.79% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
330,895
shares
|
$21.5 Million
0.81% of portfolio
|
Q1 2025
Added 85.45%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Apr 21, 2025 Q1 2025 |
282,329
shares
|
$18.4 Million
16.52% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
280,024
shares
|
$18.2 Million
0.0% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
278,747
shares
|
$18.1 Million
0.06% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
256,660
shares
|
$16.7 Million
1.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
256,326
shares
|
$16.7 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
253,513
shares
|
$16.5 Million
6.39% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
233,342
shares
|
$15.2 Million
0.03% of portfolio
|
Q1 2025
Added 18.08%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
222,935
shares
|
$14.5 Million
2.64% of portfolio
|
Q4 2022
Added 21.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
208,023
shares
|
$13.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 23.71%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
193,941
shares
|
$12.6 Million
5.87% of portfolio
|
Q1 2025
Reduced 4.46%
|