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 |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
237
shares
|
$17,613
0.0% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
216
shares
|
$16,053
0.01% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
216
shares
|
$16,053
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
212
shares
|
$15,755
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
201
shares
|
$14,938
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
185
shares
|
$13,749
0.0% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
180
shares
|
$13,377
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
176
shares
|
$13,080
0.01% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
172
shares
|
$12,783
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
158
shares
|
$11,742
0.01% of portfolio
|
Q1 2025
Reduced 79.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
157
shares
|
$11,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
122
shares
|
$9,067
0.0% of portfolio
|
Q2 2025
Reduced 72.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
119
shares
|
$8,844
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
119
shares
|
$8,844
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
96
shares
|
$7,134
0.0% of portfolio
|
Q2 2025
Reduced 95.26%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
95
shares
|
$7,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
76
shares
|
$5,648
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
72
shares
|
$5,351
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
71
shares
|
$5,276
0.0% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
65
shares
|
$4,830
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
56
shares
|
$4,161
0.0% of portfolio
|
Q2 2025
Added 9.8%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
50
shares
|
$3,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
50
shares
|
$3,715
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
48
shares
|
$3,567
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
40
shares
|
$2,972
0.0% of portfolio
|
Q1 2025
New holding
|