iSHARES TRUST - SMLF

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$3.468B
QoQ value delta ($000)
+$5.008M (+0.14%)
Implied price effect (QoQ)
-0.01%
Shares
Total shares
38,934,713
QoQ shares delta
+60,908 (+0.16%)
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 (SMLF)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 4 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Strategic Financial Services, Inc. 336,751 3,777,784 14.75%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 289,234 3,244,719 0.04%
WELLS FARGO & COMPANY/MN 271,659 3,047,559 0.04%
AMERIPRISE FINANCIAL INC 194,152 2,175,644 0.04%
LPL Financial LLC 142,042 1,593,475 0.03%
Advance Capital Management, Inc. 131,616 1,476,512 4.25%
BANK OF AMERICA CORP /DE/ 127,314 1,428,258 0.01%
Valmark Advisers, Inc. 114,174 1,280,840 1.21%
Acropolis Investment Management, LLC 87,591 982,634 3.46%
Cetera Investment Advisers 74,168 832,049 0.07%
Modern Wealth Management, LLC 72,120 809,068 0.86%
FMR LLC 64,264 720,940 0.0%
VANTAGEPOINT INVESTMENT ADVISERS LLC 59,467 667,125 0.44%
HighTower Advisors, LLC 57,554 645,667 0.06%
Annex Advisory Services, LLC 55,737 625,277 0.95%
RAYMOND JAMES FINANCIAL INC 43,579 488,894 0.01%
BlackRock, Inc. 42,918 481,475 0.0%
Financial Management Professionals, Inc. 42,333 474,926 4.01%
Clearwater Capital Advisors, LLC 42,318 474,741 3.1%
Cornerstone Planning Group LLC 41,619 481,038 5.24%
OSAIC HOLDINGS, INC. 41,409 464,450 0.05%
Ullmann Wealth Partners Group, LLC 38,395 430,738 3.49%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36,902 413,988 0.02%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 35,239 395,557 0.11%
Cambridge Investment Research Advisors, Inc. 35,207 394,968 0.08%