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 |
|---|---|---|---|---|---|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,537
shares
|
$114,229
0.04% of portfolio
|
Q3 2022
Reduced 24.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,508
shares
|
$112,074
0.0% of portfolio
|
Q2 2025
Added 100.27%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,465
shares
|
$108,878
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,321
shares
|
$98,176
0.01% of portfolio
|
Q2 2025
Added 11.29%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
1,231
shares
|
$91,487
0.01% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,210
shares
|
$89,927
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,044
shares
|
$77,590
0.0% of portfolio
|
Q2 2025
Reduced 83.26%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1,001
shares
|
$74,394
0.0% of portfolio
|
Q4 2023
Added 66.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
850
shares
|
$63,171
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
748
shares
|
$55,591
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
738
shares
|
$54,848
0.0% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
708
shares
|
$52,618
0.01% of portfolio
|
Q2 2025
Added 1120.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
700
shares
|
$52,023
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
616
shares
|
$45,781
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
566
shares
|
$42,065
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
557
shares
|
$41,396
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
548
shares
|
$40,727
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
485
shares
|
$36,045
0.0% of portfolio
|
Q4 2023
Reduced 67.49%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
459
shares
|
$34,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
426
shares
|
$31,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
378
shares
|
$28,092
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
308
shares
|
$22,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
275
shares
|
$20,437
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
250
shares
|
$18,580
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
250
shares
|
$18,580
0.01% of portfolio
|
Q2 2024
New holding
|