iSHARES TRUST - SMLF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.342B

QoQ value delta ($000)

+$380.4M (+19.39%)

Implied price effect (QoQ)

+1.9%

Total shares

31,025,998

QoQ shares delta

+4,543,310 (+17.16%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Strategic Financial Services, Inc.	302,961	3,810,840	13.98%
AMERIPRISE FINANCIAL INC	180,300	2,408,138	0.04%
WELLS FARGO & COMPANY/MN	174,391	2,328,943	0.03%
BANK OF AMERICA CORP /DE/	128,371	1,714,359	0.01%
LPL Financial LLC	103,973	1,388,541	0.03%
Valmark Advisers, Inc.	90,709	1,211,401	1.12%
Acropolis Investment Management, LLC	72,531	968,630	3.26%
VANTAGEPOINT INVESTMENT ADVISERS LLC	49,954	667,125	0.4%
Cetera Investment Advisers	49,801	665,082	0.05%
HighTower Advisors, LLC	42,093	562,143	0.05%
Financial Management Professionals, Inc.	38,723	517,140	3.99%
Modern Wealth Management, LLC	37,865	505,682	0.69%
BlackRock, Inc.	35,163	469,604	0.0%
Clearwater Capital Advisors, LLC	35,044	468,005	2.92%
Cornerstone Planning Group LLC	34,192	433,586	5.33%
Ullmann Wealth Partners Group, LLC	32,499	438,052	3.38%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31,815	424,888	0.0%
FMR LLC	31,539	421,199	0.0%
Pacific Center for Financial Services	29,644	398,719	7.56%
River Wealth Advisors LLC	26,999	360,566	3.03%
Cambridge Investment Research Advisors, Inc.	25,963	346,732	0.07%
Madison Wealth Partners, Inc	22,746	303,766	4.15%
Focus Partners Wealth	22,504	300,548	0.03%
THRIVENT FINANCIAL FOR LUTHERANS	22,271	294,594	0.04%
Hennion & Walsh Asset Management, Inc.	21,708	289,911	0.75%