iSHARES TRUST - SMLF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.731B

QoQ value delta ($000)

+$387.3M (+16.52%)

Implied price effect (QoQ)

+0.19%

Total shares

36,110,008

QoQ shares delta

+5,061,986 (+16.3%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 268 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.	289,613	3,836,442	13.78%
WELLS FARGO & COMPANY/MN	224,116	2,968,821	0.04%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	195,096	2,584,398	0.03%
AMERIPRISE FINANCIAL INC	150,031	1,986,402	0.03%
Advance Capital Management, Inc.	116,691	1,545,786	4.42%
LPL Financial LLC	116,620	1,544,842	0.03%
Valmark Advisers, Inc.	100,751	1,334,635	1.2%
BANK OF AMERICA CORP /DE/	75,651	1,002,137	0.01%
Acropolis Investment Management, LLC	73,908	979,045	3.27%
FMR LLC	59,076	782,568	0.0%
Cetera Investment Advisers	56,900	753,749	0.06%
Modern Wealth Management, LLC	55,811	733,974	0.96%
VANTAGEPOINT INVESTMENT ADVISERS LLC	50,361	667,125	0.43%
HighTower Advisors, LLC	44,618	591,028	0.05%
Annex Advisory Services, LLC	42,346	560,961	0.79%
Financial Management Professionals, Inc.	39,495	523,190	4.43%
Cornerstone Planning Group LLC	39,251	471,147	5.24%
Clearwater Capital Advisors, LLC	36,175	479,209	2.92%
BlackRock, Inc.	33,200	439,803	0.0%
Ullmann Wealth Partners Group, LLC	32,674	432,829	3.39%
RAYMOND JAMES FINANCIAL INC	29,691	393,318	0.01%
Pacific Center for Financial Services	28,556	378,287	7.24%
Cambridge Investment Research Advisors, Inc.	28,551	378,209	0.07%
COMMONWEALTH EQUITY SERVICES, LLC	24,557	325,311	0.03%
River Wealth Advisors LLC	24,003	317,974	2.76%