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 |
|---|---|---|---|---|---|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
80,780
shares
|
$6 Million
0.5% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
76,029
shares
|
$5.65 Million
1.42% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
75,877
shares
|
$5.64 Million
3.82% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
74,023
shares
|
$5.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
70,955
shares
|
$5.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
70,887
shares
|
$5.27 Million
0.04% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
68,947
shares
|
$5.12 Million
2.44% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
66,871
shares
|
$4.97 Million
2.74% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
66,351
shares
|
$4.93 Million
0.06% of portfolio
|
Q2 2025
Added 506.39%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
64,758
shares
|
$4.81 Million
0.12% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
62,113
shares
|
$4.62 Million
1.37% of portfolio
|
Q2 2025
Added 5.53%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Aug 11, 2025 Q2 2025 |
59,304
shares
|
$4.41 Million
3.77% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
57,191
shares
|
$4.25 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
54,398
shares
|
$4.04 Million
0.03% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
53,266
shares
|
$3.96 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
53,175
shares
|
$3.95 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Weil Company, Inc.
|
Aug 07, 2025 Q2 2025 |
48,409
shares
|
$3.6 Million
1.04% of portfolio
|
Q2 2025
Added 125.14%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
45,366
shares
|
$3.37 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
42,268
shares
|
$3.14 Million
0.22% of portfolio
|
Q2 2025
Reduced 28.95%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
41,402
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
37,134
shares
|
$2.76 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
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
36,274
shares
|
$2.7 Million
0.27% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
35,254
shares
|
$2.62 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
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 2.79%
|