iSHARES TRUST - SMMV

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q1 2026 · Q4 2025
Value (USD)
Total reported value ($000)
$196.8M
QoQ value delta ($000)
-$7.255M (-3.56%)
Implied price effect (QoQ)
+1.64%
Shares
Total shares
4,470,376
QoQ shares delta
-240,688 (-5.11%)
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.

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Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 123 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 54,906 1,258,841 0.0%
MERCER GLOBAL ADVISORS INC /ADV 15,507 355,543 0.02%
WEALTH MANAGEMENT RESOURCES, INC. 12,202 279,773 4.25%
RAYMOND JAMES FINANCIAL INC 10,888 249,640 0.0%
COMMONWEALTH EQUITY SERVICES, LLC 7,376 169,126 0.01%
LPL Financial LLC 5,868 134,542 0.0%
Brickley Wealth Management 5,547 127,187 0.95%
Burns Matteson Capital Management, LLC 5,519 82,886 2.02%
Creative Planning 3,539 81,152 0.0%
ROYAL BANK OF CANADA 3,471 79,583 0.0%
Kestra Advisory Services, LLC 3,177 72,858 0.01%
Advisory Services Network, LLC 3,081 70,653 0.04%
Modern Wealth Management, LLC 2,998 68,386 0.05%
UBS Group AG 2,938 67,377 0.0%
SAGESPRING WEALTH PARTNERS, LLC 2,892 66,306 0.05%
AMERIPRISE FINANCIAL INC 2,868 65,756 0.0%
Beacon Pointe Advisors, LLC 2,828 64,845 0.01%
Rehmann Capital Advisory Group 2,820 64,673 0.15%
JPMORGAN CHASE & CO 2,715 62,995 0.0%
GOLDMAN SACHS GROUP INC 2,410 55,271 0.0%
Cambridge Investment Research Advisors, Inc. 2,204 50,531 0.01%
WELLS FARGO & COMPANY/MN 2,175 49,873 0.0%
GTS SECURITIES LLC 2,083 47,778 0.07%
Armbruster Capital Management, Inc. 2,029 46,540 0.33%
ENVESTNET ASSET MANAGEMENT INC 1,957 44,890 0.0%