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 |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,173
shares
|
$380,112
0.03% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,081
shares
|
$373,351
0.0% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,035
shares
|
$369,971
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,997
shares
|
$367,179
0.04% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
4,490
shares
|
$329,925
0.23% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,364
shares
|
$320,666
0.0% of portfolio
|
Q2 2025
Added 85.78%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
4,333
shares
|
$318,388
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,157
shares
|
$305,456
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,095
shares
|
$300,900
0.0% of portfolio
|
Q2 2025
Reduced 94.02%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,080
shares
|
$299,798
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,924
shares
|
$288,335
0.1% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,880
shares
|
$285,102
0.22% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
3,796
shares
|
$278,930
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,726
shares
|
$273,786
0.1% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
3,564
shares
|
$261,882
0.0% of portfolio
|
Q1 2025
Reduced 80.73%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,555
shares
|
$261,221
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,503
shares
|
$257,400
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,440
shares
|
$252,771
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,429
shares
|
$251,962
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
3,349
shares
|
$246,084
0.04% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,258
shares
|
$239,397
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,183
shares
|
$233,886
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$232,196
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,126
shares
|
$229,698
0.01% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,090
shares
|
$227,053
0.01% of portfolio
|
Q3 2025
Added 1.95%
|