iSHARES TRUST - SMIN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,076,243 | 76,122 | 0.02% | 0.0% | 1 | +971,603 | 928.52% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,078,987 | 64,696 | 0.02% | 0.02% | 2 | +74,247 | 7.39% | Q2 2026 | Aug 14, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 542,849 | 38,395 | 0.42% | 0.35% | 3 | +71,195 | 15.09% | Q2 2026 | Aug 13, 2026 |
| Informed Momentum Co LLC | History | Added to | 504,854 | 35,708 | 3.18% | 0.73% | 4 | +399,905 | 381.05% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 471,671 | 33,361 | 0.76% | 0.84% | 5 | -42,447 | -8.26% | Q2 2026 | Aug 12, 2026 |
| Man Group plc | History | Reduced | 348,444 | 24,645 | 0.04% | 0.04% | 6 | -26,535 | -7.08% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 310,444 | 21,957 | 0.0% | 0.0% | 7 | -41 | -0.01% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 289,080 | 20,446 | 0.0% | 0.0% | 8 | -108,212 | -27.24% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 278,711 | 19,713 | 0.0% | 0.0% | 9 | +16,628 | 6.34% | Q2 2026 | Aug 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 255,005 | 18,036 | 0.03% | — | 10 | +255,005 | New | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 209,168 | 14,794 | 0.0% | 0.01% | 11 | -237,276 | -53.15% | Q2 2026 | Aug 13, 2026 |
| Crumly & Associates Inc. | History | Added to | 191,179 | 13,522 | 2.59% | 2.37% | 12 | +3,416 | 1.82% | Q2 2026 | Jul 08, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 147,167 | 10,409 | 3.54% | 3.07% | 13 | +24,072 | 19.56% | Q2 2026 | Jul 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 99,446 | 7,033 | 0.01% | 0.0% | 14 | +32,014 | 47.48% | Q2 2026 | Aug 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 76,445 | 5,406 | 0.0% | 0.0% | 15 | -8,757 | -10.28% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 64,001 | 4,526 | 0.0% | 0.0% | 16 | +23,671 | 58.69% | Q2 2026 | Aug 13, 2026 |
| Aberdeen Group plc | History | Reduced | 63,806 | 4,512 | 0.01% | 0.01% | 17 | -3,655 | -5.42% | Q2 2026 | Jul 31, 2026 |
| Neuberger Berman Group LLC | History | Added to | 61,317 | 4,298 | 0.0% | 0.0% | 18 | +40,595 | 195.9% | Q2 2026 | Aug 13, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 56,378 | 3,987 | 0.88% | 0.65% | 19 | +15,145 | 36.73% | Q2 2026 | Jul 09, 2026 |
| Leibman Financial Services, Inc. | History | Added to | 54,262 | 3,837 | 2.55% | 2.28% | 20 | +2,362 | 4.55% | Q2 2026 | Jul 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 43,773 | 3,096 | 0.0% | 0.0% | 21 | -159,458 | -78.46% | Q2 2026 | Aug 14, 2026 |
| 626 Financial, LLC | History | Added to | 38,514 | 2,724 | 1.06% | 0.92% | 22 | +3,912 | 11.31% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 37,796 | 2,673 | 0.0% | 0.0% | 23 | +72 | 0.19% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 28,688 | 2,029 | 0.02% | 0.01% | 24 | +14,451 | 101.5% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 27,747 | 1,962 | 0.0% | 0.0% | 25 | -3,851 | -12.19% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 23,436 | 1,657 | 0.0% | 0.0% | 26 | +3,285 | 16.3% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 21,541 | 1,523 | 0.0% | 0.0% | 27 | +1,786 | 9.04% | Q2 2026 | Sep 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 19,528 | 1,382 | 0.0% | 0.0% | 28 | +5,416 | 38.38% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 18,862 | 1,334 | 0.04% | 0.03% | 29 | +2,643 | 16.3% | Q2 2026 | Aug 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,615 | 1,246 | 0.05% | — | 30 | +17,615 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 16,752 | 1,184 | 0.0% | 0.0% | 31 | -220 | -1.3% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | New | 16,645 | 1,177 | 0.0% | — | 32 | +16,645 | New | Q2 2026 | Aug 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 15,592 | 1,102 | 0.0% | 0.0% | 33 | +9,700 | 164.63% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,199 | 1,004 | 0.01% | — | 34 | +14,199 | New | Q2 2026 | Sep 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 13,466 | 952 | 0.01% | 0.02% | 35 | -7,008 | -34.23% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | No change | 13,450 | 951 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Added to | 12,828 | 907 | 0.01% | 0.0% | 37 | +7,510 | 141.22% | Q2 2026 | Jul 21, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,031 | 850 | 0.0% | 0.0% | 38 | -1,696 | -12.36% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 9,648 | 682 | 0.0% | 0.0% | 40 | +431 | 4.68% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,643 | 682 | 0.0% | 0.0% | 39 | +375 | 4.05% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 9,198 | 650 | 0.0% | 0.0% | 41 | -137 | -1.47% | Q2 2026 | Aug 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 8,564 | 605 | 0.02% | 0.02% | 42 | -2,781 | -24.51% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,483 | 600 | 0.0% | 0.0% | 43 | -1,953 | -18.71% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 7,634 | 539 | 0.0% | 0.0% | 44 | +2,135 | 38.83% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | Added to | 7,593 | 537 | 0.01% | 0.01% | 45 | +3,700 | 95.04% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | Reduced | 6,864 | 485 | 0.0% | 0.01% | 46 | -304 | -4.24% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 6,823 | 482 | 0.01% | 0.04% | 47 | -32,018 | -82.43% | Q2 2026 | Aug 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 6,385 | 451 | 0.02% | 0.02% | 48 | -2 | -0.03% | Q2 2026 | Aug 03, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,962 | 421 | 0.0% | 0.0% | 49 | -1,208 | -16.85% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,805 | 410 | 0.0% | 0.0% | 50 | -1,108 | -16.03% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 5,642 | 399 | 0.0% | — | 51 | +5,642 | New | Q2 2026 | Aug 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 5,630 | 398 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | New | 5,594 | 395 | 0.0% | — | 53 | +5,594 | New | Q2 2026 | Aug 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 5,351 | 378 | 0.0% | 0.0% | 54 | -5,992 | -52.83% | Q2 2026 | Aug 14, 2026 |
| McAdam, LLC | History | Reduced | 5,084 | 359 | 0.01% | 0.02% | 55 | -691 | -11.97% | Q2 2026 | Aug 04, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 5,000 | 353 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Westerkirk Capital Inc. | History | No change | 4,998 | 353 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 4,899 | 346 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 4,425 | 312 | 0.01% | 0.02% | 59 | -6,667 | -60.11% | Q2 2026 | Aug 12, 2026 |
| National Philanthropic Trust | History | No change | 4,271 | 302 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 4,242 | 300 | 0.0% | — | 61 | +4,242 | New | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | Reduced | 4,067 | 287 | 0.0% | 0.03% | 62 | -35,249 | -89.66% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,997 | 283 | 0.0% | 0.0% | 63 | -5,343 | -57.21% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,865 | 273 | 0.0% | 0.0% | 64 | -215 | -5.27% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,736 | 264 | 0.0% | 0.0% | 65 | +956 | 34.39% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,329 | 235 | 0.0% | 0.0% | 66 | -296 | -8.17% | Q2 2026 | Jul 29, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 3,205 | 226 | 0.05% | 0.05% | 67 | -195 | -5.74% | Q2 2026 | Jul 27, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 3,081 | 217 | 0.02% | — | 68 | +3,081 | New | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,061 | 216 | 0.0% | 0.0% | 69 | +231 | 8.16% | Q2 2026 | Aug 14, 2026 |
| Perigon Wealth Management, LLC | History | New | 3,017 | 213 | 0.0% | — | 70 | +3,017 | New | Q2 2026 | Aug 07, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | New | 2,860 | 202 | 0.03% | — | 71 | +2,860 | New | Q2 2026 | Jul 29, 2026 |
| IFG Advisory, LLC | History | New | 2,617 | 185 | 0.01% | — | 72 | +2,617 | New | Q2 2026 | Aug 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 2,003 | 141 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMR LLC | History | Added to | 1,982 | 140 | 0.0% | 0.0% | 74 | +145 | 7.89% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,898 | 134 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,700 | 120 | 0.0% | 0.0% | 76 | +600 | 54.55% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,188 | 84 | 0.0% | 0.0% | 77 | +89 | 8.1% | Q2 2026 | Aug 11, 2026 |
| Finley Financial, LLC | History | Added to | 1,130 | 79 | 0.03% | 0.03% | 78 | +200 | 21.51% | Q2 2026 | Jul 08, 2026 |
| Highland Investment Advisors LLC | History | New | 916 | 64 | 0.03% | — | 79 | +916 | New | Q2 2026 | Aug 13, 2026 |
| BARD ASSOCIATES INC | History | No change | 875 | 61 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 785 | 55 | 0.0% | 0.0% | 81 | +207 | 35.81% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | New | 636 | 44 | 0.0% | — | 82 | +636 | New | Q2 2026 | Jul 28, 2026 |
| HighMark Wealth Management LLC | History | No change | 615 | 43 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 524 | 37 | 0.0% | 0.0% | 84 | +7 | 1.35% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 485 | 34 | 0.0% | 0.0% | 85 | -16 | -3.19% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 400 | 28 | 0.0% | 0.0% | 86 | -50 | -11.11% | Q2 2026 | Jul 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 383 | 27 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 365 | 25 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 304 | 21 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 279 | 19 | 0.0% | 0.0% | 90 | -145 | -34.2% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | Added to | 257 | 18 | 0.0% | 0.0% | 91 | +128 | 99.22% | Q2 2026 | Aug 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 250 | 17 | 0.0% | 0.0% | 92 | -30 | -10.71% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 227 | 16 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sankala Group LLC | History | No change | 197 | 14 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AlphaCore Capital LLC | History | No change | 131 | 9 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 122 | 8 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 85 | 6 | 0.0% | 0.0% | 99 | +44 | 107.32% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 88 | 6 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 52 | 3 | 0.0% | — | 104 | +52 | New | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 55 | 3 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 53 | 3 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Realta Investment Advisors | History | No change | 54 | 3 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 40 | 2 | 0.0% | — | 109 | +28 | 233.33% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38 | 2 | 0.0% | — | 105 | +23 | 153.33% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 34 | 2 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Analysts, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tidemark, LLC | History | New | 15 | 1 | 0.0% | — | 113 | +15 | New | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 26 | 1 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 15,343 | 1 | 0.0% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 15 | 1 | 0.0% | — | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Closed out | 0 | 0 | — | 0.23% | — | -21,491 | -100.0% | Q2 2026 | Aug 04, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.0% | — | -6,893 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,656 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,986 | -100.0% | Q2 2026 | Jul 09, 2026 |
| Van Berkom & Associates Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -737 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -626 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q2 2026 | Aug 12, 2026 |
| BARRETT & COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Concord Wealth Partners | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 06, 2026 |
| Copia Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |