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 234 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
3,744,652
shares
|
$275 Million
13.81% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,075,308
shares
|
$152 Million
0.03% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,568,204
shares
|
$115 Million
0.03% of portfolio
|
Q2 2025
Added 36.71%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,061,478
shares
|
$78 Million
1.04% of portfolio
|
Q3 2025
Added 185.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
963,855
shares
|
$70.8 Million
0.02% of portfolio
|
Q2 2025
Added 52.78%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
915,251
shares
|
$67.3 Million
3.32% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
530,408
shares
|
$39 Million
4.26% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
499,352
shares
|
$36.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
490,822
shares
|
$36.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
477,546
shares
|
$35.1 Million
3.92% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
466,151
shares
|
$34.3 Million
3.17% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
463,250
shares
|
$34 Million
0.0% of portfolio
|
Q2 2025
Added 65.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
435,547
shares
|
$32 Million
6.17% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
399,104
shares
|
$29.3 Million
8.5% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
328,683
shares
|
$24.2 Million
2.87% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
323,208
shares
|
$23.7 Million
0.07% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
316,568
shares
|
$23.3 Million
0.04% of portfolio
|
Q2 2025
Added 35.67%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
286,455
shares
|
$21 Million
16.46% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
275,578
shares
|
$20.2 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
259,716
shares
|
$19.1 Million
6.25% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
256,660
shares
|
$18.9 Million
1.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
249,612
shares
|
$18.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
236,009
shares
|
$17.3 Million
0.09% of portfolio
|
Q2 2025
Added 29.27%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
222,935
shares
|
$16.4 Million
2.64% of portfolio
|
Q4 2022
Added 21.25%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
210,643
shares
|
$15.5 Million
0.78% of portfolio
|
Q2 2025
Reduced 36.34%
|