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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
193,539
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Added 20.79%
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
191,796
shares
|
$12.5 Million
3.78% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
182,566
shares
|
$11.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
177,718
shares
|
$11.6 Million
0.2% of portfolio
|
Q1 2025
Added 27.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
173,233
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
166,599
shares
|
$10.8 Million
0.08% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
152,659
shares
|
$9.94 Million
0.12% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
152,441
shares
|
$9.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
144,217
shares
|
$9.39 Million
0.14% of portfolio
|
Q1 2025
Added 110.84%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
134,442
shares
|
$8.75 Million
0.0% of portfolio
|
Q1 2025
Added 769.05%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
125,466
shares
|
$8.17 Million
2.83% of portfolio
|
Q1 2025
Added 10.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
120,600
shares
|
$7.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 64.97%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
120,532
shares
|
$7.85 Million
0.62% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
106,291
shares
|
$6.92 Million
0.55% of portfolio
|
Q1 2025
Added 18.96%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
104,304
shares
|
$6.79 Million
0.02% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
96,473
shares
|
$6.28 Million
2.32% of portfolio
|
Q1 2025
New holding
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,441
shares
|
$6.21 Million
0.63% of portfolio
|
Q4 2023
Added 4.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
95,428
shares
|
$6.21 Million
0.01% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
86,800
shares
|
$5.65 Million
2.59% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
86,144
shares
|
$5.61 Million
0.11% of portfolio
|
Q3 2022
Added 72.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
84,819
shares
|
$5.52 Million
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
81,868
shares
|
$5.33 Million
1.41% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
77,787
shares
|
$5.06 Million
1.42% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
75,702
shares
|
$4.93 Million
0.2% of portfolio
|
Q1 2025
Reduced 65.87%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
75,477
shares
|
$4.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.52%
|