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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,364
shares
|
$324,332
0.0% of portfolio
|
Q2 2025
Added 85.78%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
4,333
shares
|
$322,028
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
4,312
shares
|
$320,467
0.25% of portfolio
|
Q2 2025
Reduced 68.34%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
4,157
shares
|
$308,948
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,095
shares
|
$304,340
0.0% of portfolio
|
Q2 2025
Reduced 94.02%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
4,080
shares
|
$303,225
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,924
shares
|
$291,631
0.1% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
3,796
shares
|
$282,118
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
3,726
shares
|
$276,916
0.1% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
3,564
shares
|
$264,876
0.0% of portfolio
|
Q1 2025
Reduced 80.73%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,555
shares
|
$264,207
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,503
shares
|
$260,342
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
3,456
shares
|
$256,849
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,440
shares
|
$255,660
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jul 15, 2025 Q2 2025 |
3,429
shares
|
$254,843
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
3,349
shares
|
$248,897
0.04% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,337
shares
|
$248,005
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,258
shares
|
$242,134
0.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,183
shares
|
$236,560
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
3,160
shares
|
$234,851
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
3,031
shares
|
$225,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
2,982
shares
|
$221,622
0.01% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
2,361
shares
|
$175,469
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,027
shares
|
$150,646
0.08% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,707
shares
|
$126,864
0.0% of portfolio
|
Q2 2025
New holding
|