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 191 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
3,574,438
shares
|
$208 Million
14.47% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,625,453
shares
|
$94.7 Million
0.03% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
800,756
shares
|
$46.7 Million
3.24% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
752,945
shares
|
$43.9 Million
0.01% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
561,508
shares
|
$32.7 Million
4.66% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
501,022
shares
|
$29.2 Million
4.08% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
499,352
shares
|
$29.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.95%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
481,412
shares
|
$28.1 Million
0.01% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
469,495
shares
|
$27.4 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
447,434
shares
|
$26.1 Million
3.12% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
407,651
shares
|
$23.8 Million
8.03% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
371,476
shares
|
$21.6 Million
6.41% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Searcy Financial Services Inc
|
Jan 13, 2025 Q4 2024 |
352,524
shares
|
$20.5 Million
11.08% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
334,293
shares
|
$19.5 Million
0.35% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Jan 23, 2025 Q4 2024 |
278,959
shares
|
$16.3 Million
17.01% of portfolio
|
Q4 2024
Added 32.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
277,426
shares
|
$16.2 Million
0.06% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
272,680
shares
|
$15.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
256,660
shares
|
$15 Million
1.3% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Reston Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
249,528
shares
|
$14.5 Million
6.28% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
233,107
shares
|
$13.6 Million
0.0% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
222,935
shares
|
$13 Million
2.64% of portfolio
|
Q4 2022
Added 21.25%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
221,837
shares
|
$12.9 Million
0.51% of portfolio
|
Q4 2024
Reduced 10.47%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
202,997
shares
|
$11.8 Million
6.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
197,609
shares
|
$11.5 Million
0.03% of portfolio
|
Q4 2024
Added 12.65%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
195,733
shares
|
$11.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 24.77%
|