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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,082
shares
|
$441,674
0.01% of portfolio
|
Q3 2025
Reduced 17.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
6,054
shares
|
$439,641
0.02% of portfolio
|
Q3 2025
Reduced 28.29%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
6,021
shares
|
$437,245
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
5,881
shares
|
$427,078
0.06% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,834
shares
|
$423,665
0.0% of portfolio
|
Q3 2025
Reduced 39.59%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
5,270
shares
|
$382,707
0.01% of portfolio
|
Q3 2024
Reduced 26.73%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,228
shares
|
$379,657
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,182
shares
|
$376,316
0.0% of portfolio
|
Q3 2025
Added 50.64%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
5,173
shares
|
$375,663
0.03% of portfolio
|
Q4 2024
Reduced 19.23%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
5,149
shares
|
$373,920
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
5,087
shares
|
$369,417
0.02% of portfolio
|
Q3 2025
Added 24.68%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,035
shares
|
$365,641
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,875
shares
|
$354,022
0.0% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
4,776
shares
|
$346,833
0.04% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
4,490
shares
|
$326,063
0.23% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,364
shares
|
$316,913
0.0% of portfolio
|
Q2 2025
Added 85.78%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
4,333
shares
|
$314,662
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
4,165
shares
|
$302,462
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,115
shares
|
$298,831
0.0% of portfolio
|
Q3 2025
Added 1636.29%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
3,924
shares
|
$284,960
0.1% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,880
shares
|
$281,765
0.22% of portfolio
|
Q3 2025
Reduced 10.02%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
3,827
shares
|
$277,916
0.02% of portfolio
|
Q3 2025
Reduced 26.57%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
3,796
shares
|
$275,665
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Veridan Wealth LLC
West Linn, OR |
Nov 12, 2025 Q3 2025 |
3,616
shares
|
$262,593
0.09% of portfolio
|
Q3 2025
Reduced 2.95%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,564
shares
|
$258,817
0.0% of portfolio
|
Q1 2025
Reduced 80.73%
|
|