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 |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
22,125
shares
|
$1.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 26.37%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
21,921
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Added 2.25%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
21,170
shares
|
$1.54 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
20,831
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 249.63%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
20,583
shares
|
$1.49 Million
1.03% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
20,160
shares
|
$1.46 Million
0.98% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
19,944
shares
|
$1.45 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
19,846
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
18,547
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
18,126
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.96%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
16,792
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Nov 04, 2025 Q3 2025 |
15,869
shares
|
$1.15 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Byrne Financial Freedom, LLC
Franklin, MA |
Nov 14, 2025 Q3 2025 |
15,804
shares
|
$1.15 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
15,296
shares
|
$1.11 Million
0.79% of portfolio
|
Q3 2025
Added 59.97%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
15,227
shares
|
$1.11 Million
0.94% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
14,645
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2025
Added 13.1%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
13,880
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
13,208
shares
|
$959,164
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12,993
shares
|
$943,551
0.02% of portfolio
|
Q3 2025
Added 15.14%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Nov 07, 2025 Q3 2025 |
12,871
shares
|
$934,692
0.25% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
12,446
shares
|
$903,828
0.0% of portfolio
|
Q3 2025
Reduced 18.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,345
shares
|
$896,493
0.01% of portfolio
|
Q4 2018
New holding
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
12,103
shares
|
$878,919
0.35% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
12,010
shares
|
$872,166
0.23% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
11,898
shares
|
$864,032
0.02% of portfolio
|
Q3 2025
Added 10.68%
|
|