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 251 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
3,562
shares
|
$258,672
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,555
shares
|
$258,164
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
3,503
shares
|
$254,387
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 12, 2025 Q3 2025 |
3,497
shares
|
$253,952
0.16% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
3,458
shares
|
$251,119
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,435
shares
|
$249,449
0.01% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
3,371
shares
|
$244,802
0.06% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,223
shares
|
$234,054
0.02% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,214
shares
|
$233,400
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
3,160
shares
|
$229,479
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
3,126
shares
|
$227,010
0.01% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,090
shares
|
$224,395
0.01% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
3,076
shares
|
$223,379
0.0% of portfolio
|
Q3 2025
Added 103.98%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
2,941
shares
|
$213,575
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,920
shares
|
$212,050
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
2,723
shares
|
$197,744
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
2,298
shares
|
$166,880
0.03% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
2,027
shares
|
$147,200
0.08% of portfolio
|
Q3 2024
Added 7.31%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,537
shares
|
$111,616
0.04% of portfolio
|
Q3 2022
Reduced 24.8%
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,465
shares
|
$106,388
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
1,454
shares
|
$105,589
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,403
shares
|
$101,885
0.01% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,291
shares
|
$93,752
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,210
shares
|
$87,870
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,146
shares
|
$83,222
0.01% of portfolio
|
Q3 2025
Added 1946.43%
|
|