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 239 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
426
shares
|
$31,302
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
378
shares
|
$27,775
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
308
shares
|
$22,631
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
275
shares
|
$20,207
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
250
shares
|
$18,370
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
250
shares
|
$18,370
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
237
shares
|
$17,414
0.0% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
233
shares
|
$17,120
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
216
shares
|
$15,871
0.01% of portfolio
|
Q2 2025
Added 28.57%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
216
shares
|
$15,871
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
212
shares
|
$15,577
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
201
shares
|
$14,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
185
shares
|
$13,593
0.0% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
180
shares
|
$13,226
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
176
shares
|
$12,932
0.01% of portfolio
|
Q2 2025
Added 23.94%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
172
shares
|
$12,638
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
158
shares
|
$11,609
0.01% of portfolio
|
Q1 2025
Reduced 79.1%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
122
shares
|
$8,964
0.0% of portfolio
|
Q2 2025
Reduced 72.27%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
120
shares
|
$8,817
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
119
shares
|
$8,744
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
119
shares
|
$8,744
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
105
shares
|
$7,715
0.0% of portfolio
|
Q3 2025
Reduced 33.12%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
96
shares
|
$7,054
0.0% of portfolio
|
Q2 2025
Reduced 95.26%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
95
shares
|
$6,980
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
76
shares
|
$5,584
0.0% of portfolio
|
Q2 2025
New holding
|