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 |
|---|---|---|---|---|---|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
33,484
shares
|
$2.49 Million
2.17% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
32,421
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
31,930
shares
|
$2.37 Million
2.06% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
29,500
shares
|
$2.19 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,224
shares
|
$2.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 78.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
28,800
shares
|
$2.14 Million
0.05% of portfolio
|
Q2 2025
Added 14.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,576
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
25,756
shares
|
$1.91 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25,508
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Added 11494.55%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
25,258
shares
|
$1.88 Million
0.31% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
24,695
shares
|
$1.84 Million
0.66% of portfolio
|
Q2 2025
Reduced 12.96%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
24,114
shares
|
$1.79 Million
0.7% of portfolio
|
Q2 2025
Added 55.02%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
23,297
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
22,125
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
22,093
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
21,438
shares
|
$1.59 Million
0.09% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
21,170
shares
|
$1.57 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
20,402
shares
|
$1.52 Million
1.0% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
20,206
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
19,836
shares
|
$1.47 Million
0.97% of portfolio
|
Q2 2025
Added 10.92%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
18,885
shares
|
$1.4 Million
0.4% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
18,647
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 14.3%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
17,773
shares
|
$1.32 Million
0.39% of portfolio
|
Q2 2025
Added 100.19%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
17,461
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
17,338
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 20.7%
|