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 |
|---|---|---|---|---|---|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
57,191
shares
|
$4.15 Million
1.22% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Santori & Peters, Inc.
|
Oct 15, 2025 Q3 2025 |
55,677
shares
|
$4.04 Million
1.49% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
55,386
shares
|
$4.02 Million
0.02% of portfolio
|
Q3 2025
Added 33.78%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
53,175
shares
|
$3.86 Million
0.66% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
52,238
shares
|
$3.79 Million
0.06% of portfolio
|
Q3 2025
Added 432.12%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
46,591
shares
|
$3.38 Million
0.41% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
44,457
shares
|
$3.23 Million
1.34% of portfolio
|
Q3 2025
Added 84.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
41,973
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 94.02%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
39,979
shares
|
$2.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
39,461
shares
|
$2.87 Million
0.38% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
38,559
shares
|
$2.8 Million
0.18% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
37,381
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2025
Added 443.41%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
36,381
shares
|
$2.64 Million
0.28% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,698
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
34,575
shares
|
$2.51 Million
2.3% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
34,080
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
29,500
shares
|
$2.14 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
27,473
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
26,718
shares
|
$1.94 Million
0.34% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
26,660
shares
|
$1.94 Million
0.03% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
26,045
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2025
Added 1.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
25,670
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.37%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
23,506
shares
|
$1.71 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
22,843
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.95%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
22,499
shares
|
$1.63 Million
0.46% of portfolio
|
Q3 2025
Added 19.14%
|
|