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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,014
shares
|
$73,636
0.0% of portfolio
|
Q3 2025
Reduced 2.87%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,001
shares
|
$72,692
0.0% of portfolio
|
Q4 2023
Added 66.56%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
850
shares
|
$61,727
0.01% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
815
shares
|
$59,185
0.01% of portfolio
|
Q3 2025
Reduced 33.79%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
708
shares
|
$51,414
0.01% of portfolio
|
Q2 2025
Added 1120.69%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
701
shares
|
$50,906
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
602
shares
|
$43,717
0.0% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
562
shares
|
$40,812
0.0% of portfolio
|
Q3 2025
Reduced 23.85%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 13, 2025 Q3 2025 |
557
shares
|
$40,449
0.01% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
485
shares
|
$35,220
0.01% of portfolio
|
Q4 2023
Reduced 67.49%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
460
shares
|
$33,405
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
453
shares
|
$32,896
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
426
shares
|
$30,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
378
shares
|
$27,450
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
250
shares
|
$18,155
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
250
shares
|
$18,155
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
233
shares
|
$16,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
221
shares
|
$16,049
0.0% of portfolio
|
Q3 2025
Added 662.07%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
216
shares
|
$15,685
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
212
shares
|
$15,395
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
208
shares
|
$15,104
0.0% of portfolio
|
Q3 2025
Added 462.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
201
shares
|
$14,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
187
shares
|
$13,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
185
shares
|
$13,434
0.0% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
182
shares
|
$13,216
0.0% of portfolio
|
Q3 2025
New holding
|
|