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 |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
3,745,097
shares
|
$272 Million
14.12% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,193,290
shares
|
$159 Million
0.03% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,826,109
shares
|
$133 Million
0.03% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,181,222
shares
|
$85.8 Million
0.03% of portfolio
|
Q3 2025
Added 22.55%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
1,061,478
shares
|
$77.1 Million
1.04% of portfolio
|
Q3 2025
Added 185.95%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
915,251
shares
|
$66.5 Million
3.32% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
770,271
shares
|
$55.9 Million
0.0% of portfolio
|
Q3 2025
Added 66.28%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 31, 2025 Q3 2025 |
667,125
shares
|
$48.4 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
530,408
shares
|
$38.5 Million
4.26% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
522,154
shares
|
$37.9 Million
0.05% of portfolio
|
Q3 2025
Added 64.94%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
504,897
shares
|
$36.7 Million
0.04% of portfolio
|
Q3 2025
Added 3218.42%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
499,352
shares
|
$36.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
477,546
shares
|
$34.7 Million
3.92% of portfolio
|
Q3 2025
Reduced 6.38%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
465,635
shares
|
$33.8 Million
3.24% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
443,175
shares
|
$32.2 Million
5.25% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
440,260
shares
|
$32 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
398,719
shares
|
$29 Million
8.7% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
360,524
shares
|
$26.2 Million
0.53% of portfolio
|
Q3 2025
Added 430.14%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
343,369
shares
|
$24.9 Million
3.11% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
335,755
shares
|
$24.4 Million
0.07% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
285,363
shares
|
$20.7 Million
0.01% of portfolio
|
Q3 2025
Added 47.65%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Nov 07, 2025 Q3 2025 |
284,576
shares
|
$20.7 Million
16.84% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
275,578
shares
|
$20 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
267,850
shares
|
$19.5 Million
0.11% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Reston Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
259,716
shares
|
$18.9 Million
6.25% of portfolio
|
Q3 2025
Reduced 0.34%
|
|