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 |
|---|---|---|---|---|---|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
19,836
shares
|
$1.46 Million
0.97% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
18,885
shares
|
$1.39 Million
0.4% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
18,647
shares
|
$1.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,126
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.96%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
17,773
shares
|
$1.31 Million
0.39% of portfolio
|
Q2 2025
Added 100.19%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
17,461
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,338
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Added 20.7%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
16,792
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,296
shares
|
$1.12 Million
0.79% of portfolio
|
Q3 2025
Added 59.97%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
15,280
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
15,215
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 325.12%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
13,570
shares
|
$997,123
0.84% of portfolio
|
Q2 2025
Added 24.69%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
13,208
shares
|
$970,523
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
13,175
shares
|
$968,099
0.02% of portfolio
|
Q2 2025
Reduced 10.57%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
12,949
shares
|
$951,492
0.03% of portfolio
|
Q2 2025
Added 53.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,345
shares
|
$907,110
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
12,187
shares
|
$895,500
0.23% of portfolio
|
Q2 2025
Added 11.41%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
12,103
shares
|
$889,328
0.24% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
12,103
shares
|
$889,328
0.35% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,898
shares
|
$874,265
0.02% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
11,760
shares
|
$864,124
0.18% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
11,285
shares
|
$829,221
0.01% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
11,187
shares
|
$822,020
0.01% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 21, 2025 Q3 2025 |
10,655
shares
|
$782,929
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,378
shares
|
$762,575
0.05% of portfolio
|
Q2 2025
Reduced 1.22%
|