iSHARES TRUST - SMMD

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)

$1.884B

QoQ value delta ($000)

+$793.9M (+72.8%)

Implied price effect (QoQ)

+6.36%

Total shares

24,084,929

QoQ shares delta

+9,260,143 (+62.46%)

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
GLENMEDE TRUST CO NA	295,085	3,937,624	1.4%
BANK OF AMERICA CORP /DE/	242,694	3,238,517	0.02%
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	112,758	1,504,650	0.6%
Align Financial, LLC	88,055	88,055	0.05%
FMR LLC	65,731	877,125	0.0%
COLDSTREAM CAPITAL MANAGEMENT INC	63,537	847,846	0.82%
Focus Partners Wealth	56,804	757,995	0.06%
CENTRAL TRUST Co	56,009	747,385	1.1%
Cresset Asset Management, LLC	48,335	644,989	0.2%
FIFTH THIRD BANCORP	39,162	522,588	0.12%
Wealthspire Advisors, LLC	38,038	507,585	0.3%
BLAIR WILLIAM & CO/IL	35,967	479,957	0.1%
Gerber Kawasaki Wealth & Investment Management	35,300	471,055	1.23%
UBS Group AG	29,908	399,099	0.0%
RAYMOND JAMES FINANCIAL INC	26,749	356,939	0.01%
Kendall Capital Management	26,443	352,861	5.53%
US BANCORP \DE\	25,544	340,863	0.03%
Vestmark Advisory Solutions, Inc.	24,238	323,439	0.33%
World Investment Advisors	24,237	323,423	0.39%
OSAIC HOLDINGS, INC.	24,050	320,903	0.04%
Diesslin Group, Inc.	22,711	303,061	9.03%
Wealthcare Advisory Partners LLC	19,480	259,949	0.38%
CONGRESS ASSET MANAGEMENT CO	17,998	240,169	0.13%
Heritage Family Offices, LLP	16,849	224,834	7.66%
TRUIST FINANCIAL CORP	16,823	224,487	0.02%