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 252 institutions that hold shares in the stock, with a total of 27.2 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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
101,916
shares
|
$7.4 Million
0.56% of portfolio
|
Q3 2025
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
99,659
shares
|
$7.24 Million
2.37% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
95,441
shares
|
$6.93 Million
0.63% of portfolio
|
Q4 2023
Added 4.51%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
89,608
shares
|
$6.51 Million
0.09% of portfolio
|
Q3 2025
Added 35.05%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
86,333
shares
|
$6.27 Million
2.73% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
86,144
shares
|
$6.26 Million
0.11% of portfolio
|
Q3 2022
Added 72.93%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 05, 2025 Q3 2025 |
84,876
shares
|
$6.16 Million
1.46% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
84,850
shares
|
$6.16 Million
0.52% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
84,707
shares
|
$6.15 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
81,014
shares
|
$5.88 Million
0.04% of portfolio
|
Q3 2025
Added 52.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
77,377
shares
|
$5.62 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
75,941
shares
|
$5.51 Million
3.88% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
75,537
shares
|
$5.49 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
74,455
shares
|
$5.41 Million
0.01% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
71,333
shares
|
$5.18 Million
0.03% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
70,812
shares
|
$5.14 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 30, 2025 Q3 2025 |
69,360
shares
|
$5.04 Million
2.44% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
68,881
shares
|
$5 Million
2.85% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
63,881
shares
|
$4.64 Million
0.0% of portfolio
|
Q3 2025
Added 97.04%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
63,291
shares
|
$4.6 Million
1.13% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
62,532
shares
|
$4.54 Million
0.59% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
Nov 13, 2025 Q3 2025 |
61,596
shares
|
$4.47 Million
3.82% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
60,498
shares
|
$4.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 61.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
57,815
shares
|
$4.2 Million
0.03% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
57,811
shares
|
$4.2 Million
1.24% of portfolio
|
Q3 2025
Added 19.42%
|
|