iSHARES TRUST - SMAX

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$62.01M
QoQ value delta ($000)
-$17.19M (-21.7%)
Implied price effect (QoQ)
-0.49%
Shares
Total shares
2,312,183
QoQ shares delta
-626,291 (-21.31%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (SMAX)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 37 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
J. L. Bainbridge & Co., Inc. 37,504 1,398,260 3.34%
Client First Capital LLC 3,897 145,320 1.69%
RAYMOND JAMES FINANCIAL INC 2,474 92,269 0.0%
FC Advisory LLC 2,166 80,775 0.63%
Grantvest Financial Group LLC 1,995 74,381 1.29%
BIP Wealth, LLC 1,520 56,701 0.06%
Amplius Wealth Advisors, LLC 1,290 48,101 0.11%
ENVESTNET ASSET MANAGEMENT INC 1,184 44,152 0.0%
Crewe Advisors LLC 1,022 38,118 0.09%
JIM SAULNIER & ASSOCIATES, LLC 969 36,141 0.47%
OLD MISSION CAPITAL LLC 810 30,219 0.01%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 773 28,853 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 745 27,778 0.0%
Blue Sky Capital Consultants Group, Inc. 625 23,307 0.3%
Kestra Advisory Services, LLC 576 21,493 0.0%
Tradition Wealth Management, LLC 566 21,112 0.04%
ARS Investment Partners, LLC 533 19,900 0.03%
Lifestyle Asset Management, Inc. 451 16,849 0.15%
Crown Wealth Group, LLC 449 16,751 0.13%
Clear Creek Financial Management, LLC 411 15,357 0.03%
Kovack Advisors, Inc. 396 14,782 0.02%
Creative Planning 375 13,994 0.0%
Ausdal Financial Partners, Inc. 311 11,600 0.01%
Investment Partners Asset Management, Inc. 228 8,522 0.14%
Farther Finance Advisors, LLC 201 7,488 0.0%