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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
39,979
shares
|
$2.94 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
37,134
shares
|
$2.73 Million
0.35% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
36,346
shares
|
$2.67 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
36,274
shares
|
$2.67 Million
0.27% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
35,254
shares
|
$2.59 Million
0.17% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,698
shares
|
$2.55 Million
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
34,575
shares
|
$2.54 Million
2.3% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
34,080
shares
|
$2.5 Million
0.05% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
32,421
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
31,930
shares
|
$2.35 Million
2.06% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
29,500
shares
|
$2.17 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,224
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 78.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,576
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
25,756
shares
|
$1.89 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25,508
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Added 11494.55%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
25,258
shares
|
$1.86 Million
0.31% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
24,114
shares
|
$1.77 Million
0.7% of portfolio
|
Q2 2025
Added 55.02%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
23,506
shares
|
$1.73 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
23,297
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
22,125
shares
|
$1.63 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
21,921
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
21,170
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
20,831
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Added 249.63%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
20,402
shares
|
$1.5 Million
1.0% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
20,206
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.71%
|