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 230 institutions that hold shares in the stock, with a total of 22.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 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
|
$278 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
|
$154 Million
0.03% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,568,204
shares
|
$117 Million
0.03% of portfolio
|
Q2 2025
Added 36.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
963,855
shares
|
$71.6 Million
0.02% of portfolio
|
Q2 2025
Added 52.78%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
870,884
shares
|
$64.7 Million
3.3% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
520,851
shares
|
$38.7 Million
4.13% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
510,064
shares
|
$37.9 Million
4.12% of portfolio
|
Q2 2025
Reduced 9.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
499,352
shares
|
$37.1 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
|
$36.5 Million
0.01% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
466,151
shares
|
$34.6 Million
3.17% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
463,250
shares
|
$34.4 Million
0.0% of portfolio
|
Q2 2025
Added 65.43%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
435,547
shares
|
$32.4 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
|
$29.7 Million
8.5% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
371,206
shares
|
$27.6 Million
0.36% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
328,683
shares
|
$24.4 Million
2.87% of portfolio
|
Q2 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
323,208
shares
|
$24 Million
0.07% of portfolio
|
Q2 2025
Added 15.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
316,568
shares
|
$23.5 Million
0.04% of portfolio
|
Q2 2025
Added 35.67%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Aug 07, 2025 Q2 2025 |
286,455
shares
|
$21.3 Million
16.46% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
260,590
shares
|
$19.4 Million
6.22% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
256,660
shares
|
$19.1 Million
1.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
249,612
shares
|
$18.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
236,009
shares
|
$17.5 Million
0.09% of portfolio
|
Q2 2025
Added 29.27%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
222,935
shares
|
$16.6 Million
2.64% of portfolio
|
Q4 2022
Added 21.25%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
210,643
shares
|
$15.7 Million
0.78% of portfolio
|
Q2 2025
Reduced 36.34%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
201,512
shares
|
$15 Million
6.48% of portfolio
|
Q2 2025
Added 3.9%
|