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 |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
198,569
shares
|
$14.8 Million
0.18% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
195,096
shares
|
$14.5 Million
0.0% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
193,569
shares
|
$14.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
193,276
shares
|
$14.4 Million
0.0% of portfolio
|
Q2 2025
Added 186.84%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
180,244
shares
|
$13.4 Million
4.27% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
173,233
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
166,599
shares
|
$12.4 Million
0.08% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
163,062
shares
|
$12.1 Million
7.53% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
161,473
shares
|
$12 Million
0.02% of portfolio
|
Q2 2025
Added 52.28%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
157,180
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
151,512
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
148,603
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Added 133.65%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
148,598
shares
|
$11 Million
0.14% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
139,921
shares
|
$10.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
131,398
shares
|
$9.77 Million
2.82% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
130,422
shares
|
$9.69 Million
0.03% of portfolio
|
Q2 2025
Added 25.04%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
130,070
shares
|
$9.67 Million
0.01% of portfolio
|
Q2 2025
Added 36.3%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
123,891
shares
|
$9.21 Million
0.59% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
97,280
shares
|
$7.23 Million
2.33% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,441
shares
|
$7.09 Million
0.63% of portfolio
|
Q4 2023
Added 4.51%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
86,144
shares
|
$6.4 Million
0.11% of portfolio
|
Q3 2022
Added 72.93%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
85,566
shares
|
$6.36 Million
2.59% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
85,110
shares
|
$6.33 Million
0.46% of portfolio
|
Q2 2025
Reduced 19.93%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Aug 06, 2025 Q2 2025 |
84,028
shares
|
$6.24 Million
1.44% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
83,594
shares
|
$6.21 Million
0.24% of portfolio
|
Q2 2025
Added 10.43%
|