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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
7,453
shares
|
$553,906
0.0% of portfolio
|
Q2 2025
Reduced 8.34%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,396
shares
|
$549,670
0.01% of portfolio
|
Q2 2025
Reduced 74.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
7,099
shares
|
$527,597
0.0% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
6,968
shares
|
$517,861
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,879
shares
|
$511,247
0.0% of portfolio
|
Q2 2025
Added 37.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,668
shares
|
$495,565
0.01% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
6,587
shares
|
$489,545
0.01% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
6,443
shares
|
$478,843
0.02% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Jul 22, 2025 Q2 2025 |
6,413
shares
|
$476,614
0.2% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
6,288
shares
|
$467,324
0.08% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
6,238
shares
|
$463,608
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
6,229
shares
|
$462,939
0.29% of portfolio
|
Q2 2025
Added 6.72%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
6,021
shares
|
$447,480
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,958
shares
|
$442,798
0.0% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
5,881
shares
|
$437,075
0.06% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
5,862
shares
|
$435,663
0.0% of portfolio
|
Q4 2024
Reduced 36.95%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
5,270
shares
|
$391,666
0.01% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
5,228
shares
|
$388,544
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
5,212
shares
|
$387,355
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,173
shares
|
$384,457
0.03% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,081
shares
|
$377,619
0.0% of portfolio
|
Q2 2025
Reduced 33.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,034
shares
|
$374,126
0.01% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
4,997
shares
|
$371,377
0.04% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
4,490
shares
|
$333,696
0.23% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
4,404
shares
|
$327,305
0.08% of portfolio
|
Q2 2025
Reduced 24.07%
|