iSHARES TRUST - SMMV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BANK OF AMERICA CORP /DE/ History Added to 1,258,841 54,906 0.0% 0.0% 1 +2,696 0.21% Q1 2026 May 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 355,543 15,507 0.02% 0.03% 2 -81,587 -18.66% Q1 2026 May 15, 2026
WEALTH MANAGEMENT RESOURCES, INC. History Reduced 279,773 12,202 4.25% 4.28% 3 -1,026 -0.37% Q1 2026 Apr 28, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 249,640 10,888 0.0% 0.0% 4 -9,465 -3.65% Q1 2026 May 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 169,126 7,376 0.01% 0.01% 5 -2,640 -1.54% Q1 2026 Apr 27, 2026
LPL Financial LLC History Reduced 134,542 5,868 0.0% 0.0% 6 -30,452 -18.46% Q1 2026 May 06, 2026
Brickley Wealth Management History Added to 127,187 5,547 0.95% 0.93% 7 +85 0.07% Q1 2026 May 04, 2026
Burns Matteson Capital Management, LLC History Added to 82,886 5,519 2.02% 0.51% 8 +49,030 144.82% Q1 2026 May 15, 2026
Creative Planning History Added to 81,152 3,539 0.0% 0.0% 9 +1,185 1.48% Q1 2026 May 12, 2026
ROYAL BANK OF CANADA History Added to 79,583 3,471 0.0% 0.0% 10 +15,221 23.65% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Reduced 72,858 3,177 0.01% 0.01% 11 -691 -0.94% Q1 2026 Apr 30, 2026
Advisory Services Network, LLC History Added to 70,653 3,081 0.04% 0.02% 12 +35,012 98.24% Q1 2026 May 15, 2026
Modern Wealth Management, LLC History Reduced 68,386 2,998 0.05% 0.05% 13 -243 -0.35% Q1 2026 May 14, 2026
UBS Group AG History Reduced 67,377 2,938 0.0% 0.0% 14 -1,012 -1.48% Q1 2026 May 05, 2026
SAGESPRING WEALTH PARTNERS, LLC History Reduced 66,306 2,892 0.05% 0.06% 15 -4,922 -6.91% Q1 2026 May 07, 2026
AMERIPRISE FINANCIAL INC History Added to 65,756 2,868 0.0% 0.0% 16 +2,549 4.03% Q1 2026 May 15, 2026
Beacon Pointe Advisors, LLC History Reduced 64,845 2,828 0.01% 0.02% 17 -2,442 -3.63% Q1 2026 May 15, 2026
Rehmann Capital Advisory Group History Reduced 64,673 2,820 0.15% 0.15% 18 -2,206 -3.3% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Reduced 62,995 2,715 0.0% 0.0% 19 -5,236 -7.67% Q1 2026 May 13, 2026
GOLDMAN SACHS GROUP INC History Added to 55,271 2,410 0.0% 0.0% 20 +36,392 192.76% Q1 2026 May 15, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 50,531 2,204 0.01% 0.01% 21 -2,257 -4.28% Q1 2026 Apr 30, 2026
WELLS FARGO & COMPANY/MN History Reduced 49,873 2,175 0.0% 0.0% 22 -352,926 -87.62% Q1 2026 May 11, 2026
GTS SECURITIES LLC History New 47,778 2,083 0.07% 23 +47,778 New Q1 2026 May 14, 2026
Armbruster Capital Management, Inc. History Added to 46,540 2,029 0.33% 0.33% 24 +650 1.42% Q1 2026 Apr 21, 2026
ENVESTNET ASSET MANAGEMENT INC History Reduced 44,890 1,957 0.0% 0.0% 25 -453 -1.0% Q1 2026 May 04, 2026
Independent Advisor Alliance History New 39,215 1,710 0.02% 26 +39,215 New Q1 2026 May 12, 2026
TWO SIGMA INVESTMENTS, LP History Added to 36,600 1,596 0.0% 0.0% 27 +1,700 4.87% Q1 2026 May 15, 2026
Sage Mountain Advisors LLC History No change 33,080 1,442 0.1% 0.08% 28 0 0.0% Q1 2026 May 11, 2026
CITADEL ADVISORS LLC History Added to 32,138 1,401 0.0% 0.0% 29 +13,327 70.85% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Reduced 31,309 1,365 0.01% 0.02% 30 -78 -0.25% Q1 2026 May 15, 2026
Steward Partners Investment Advisory, LLC History Added to 31,089 1,356 0.01% 0.01% 31 +1,177 3.93% Q1 2026 May 08, 2026
REGATTA CAPITAL GROUP, LLC History Added to 26,676 1,163 0.18% 0.14% 32 +4,710 21.44% Q1 2026 Apr 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 24,587 1,072 0.0% 0.0% 33 +2,179 9.72% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Reduced 22,810 994 0.02% 0.02% 34 -40 -0.18% Q1 2026 Apr 22, 2026
Geneos Wealth Management Inc. History Added to 22,720 991 0.02% 0.0% 35 +22,682 59689.47% Q1 2026 May 04, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 22,399 976 0.06% 0.06% 36 0 0.0% Q1 2026 Apr 14, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History Added to 20,168 879 0.01% 0.01% 37 +2,770 15.92% Q1 2026 May 08, 2026
XY Planning Network, Inc. History Added to 19,601 859 0.14% 0.15% 38 +175 0.9% Q1 2026 Apr 14, 2026
MFA Wealth Services History Added to 19,163 835 0.55% 0.56% 39 +82 0.43% Q1 2026 Apr 21, 2026
Prime Capital Investment Advisors, LLC History Reduced 18,494 806 0.01% 0.01% 40 -2,194 -10.61% Q1 2026 May 08, 2026
Private Advisor Group, LLC History Added to 17,955 783 0.0% 0.0% 41 +394 2.24% Q1 2026 Apr 24, 2026
Leelyn Smith, LLC History Reduced 14,848 647 0.09% 0.1% 42 -1,721 -10.39% Q1 2026 Apr 27, 2026
COWA, LLC History Reduced 13,949 608 0.16% 0.19% 43 -302 -2.12% Q1 2026 May 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 13,765 600 0.0% 0.0% 44 -1,334 -8.84% Q1 2026 May 04, 2026
Cetera Investment Advisers History Added to 12,653 551 0.0% 0.0% 45 +477 3.92% Q1 2026 May 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Added to 12,391 540 0.0% 0.0% 46 +59 0.48% Q1 2026 May 01, 2026
Corient Private Wealth LLC History Added to 12,343 538 0.0% 0.0% 47 +3,300 36.49% Q1 2026 May 15, 2026
OSAIC HOLDINGS, INC. History Reduced 10,895 475 0.0% 0.0% 48 -1,363 -11.12% Q1 2026 May 15, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History Reduced 10,622 463 0.05% 0.06% 49 -2,403 -18.45% Q1 2026 Apr 30, 2026
CAPTRUST FINANCIAL ADVISORS History No change 10,466 456 0.0% 0.0% 50 0 0.0% Q1 2026 May 14, 2026
Concurrent Investment Advisors, LLC History Reduced 10,257 447 0.0% 0.01% 51 -131 -1.26% Q1 2026 Apr 20, 2026
ADAMSBROWN WEALTH CONSULTANTS LLC History Added to 9,915 432 0.11% 0.12% 52 +33 0.33% Q1 2026 Apr 15, 2026
Fortune Financial Advisors, LLC History Reduced 8,982 391 0.2% 0.29% 53 -1,016 -10.16% Q1 2026 Apr 30, 2026
MORGAN STANLEY History Reduced 8,609 375 0.0% 0.0% 54 -40 -0.46% Q1 2026 May 15, 2026
IHT Wealth Management, LLC History Reduced 8,458 368 0.01% 0.01% 55 -33 -0.39% Q1 2026 May 15, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History Reduced 7,764 338 0.02% 0.02% 56 -548 -6.59% Q1 2026 May 12, 2026
Capital Analysts, LLC History New 7,741 337 0.01% 57 +7,741 New Q1 2026 May 14, 2026
High Net Worth Advisory Group LLC History Reduced 7,654 333 0.08% 0.09% 58 -1,293 -14.45% Q1 2026 Apr 17, 2026
Opulen Financial Group LLC History Reduced 7,474 326 0.23% 0.24% 60 -274 -3.54% Q1 2026 Apr 29, 2026
D.A. DAVIDSON & CO. History Reduced 7,488 326 0.0% 0.0% 59 -3 -0.04% Q1 2026 May 05, 2026
FIRST CITIZENS BANK & TRUST CO History No change 7,012 305 0.01% 0.01% 61 0 0.0% Q1 2026 May 13, 2026
GREAT VALLEY ADVISOR GROUP, INC. History Reduced 6,813 297 0.01% 0.01% 62 -300 -4.22% Q1 2026 May 11, 2026
CHOREO, LLC History Added to 6,790 296 0.0% 0.0% 63 +7 0.1% Q1 2026 May 12, 2026
Clear Creek Financial Management, LLC History Reduced 5,524 240 0.02% 0.02% 65 -209 -3.65% Q1 2026 Apr 22, 2026
STIFEL FINANCIAL CORP History Reduced 5,515 240 0.0% 0.0% 64 -138 -2.44% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 5,308 235 0.0% 66 +5,308 New Q1 2026 Apr 08, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 5,339 232 0.0% 0.0% 67 +215 4.2% Q1 2026 May 07, 2026
Professional Financial Advisors, LLC History Reduced 5,172 225 0.05% 0.06% 68 -2,106 -28.94% Q1 2026 Apr 13, 2026
Focus Partners Advisor Solutions, LLC History Added to 5,045 220 0.0% 0.0% 69 +292 6.14% Q1 2026 May 13, 2026
First Bank & Trust History Reduced 5,039 219 0.04% 0.04% 70 -38 -0.75% Q1 2026 Apr 10, 2026
HARBOUR INVESTMENTS, INC. History Added to 4,993 217 0.0% 0.0% 71 +520 11.63% Q1 2026 May 15, 2026
Waverly Advisors, LLC History Added to 4,991 217 0.0% 0.0% 72 +13 0.26% Q1 2026 May 15, 2026
Lido Advisors, LLC History Reduced 4,959 216 0.0% 0.0% 73 -400 -7.46% Q1 2026 May 13, 2026
RIK SAYLOR FINANCIAL, INC. History Reduced 4,714 205 0.16% 0.15% 74 -73 -1.52% Q1 2026 May 08, 2026
S.A. Mason LLC History No change 4,438 193 0.07% 0.08% 75 0 0.0% Q1 2026 Apr 27, 2026
Ameritas Investment Partners, Inc. History Added to 4,045 176 0.01% 0.01% 76 +2 0.05% Q1 2026 May 13, 2026
FMR LLC History Added to 3,772 164 0.0% 0.0% 77 +70 1.89% Q1 2026 May 15, 2026
BlackRock, Inc. History Added to 3,751 163 0.0% 0.0% 78 +12 0.32% Q1 2026 May 13, 2026
Advisors Preferred, LLC History New 3,596 156 0.02% 79 +3,596 New Q1 2026 May 05, 2026
Tower Research Capital LLC (TRC) History Added to 3,519 153 0.0% 0.0% 80 +3,286 1410.3% Q1 2026 May 15, 2026
Nova Wealth Management, Inc. History Reduced 3,341 145 0.09% 0.15% 81 -1,865 -35.82% Q1 2026 Apr 14, 2026
Farther Finance Advisors, LLC History Reduced 3,298 144 0.0% 0.0% 82 -123 -3.6% Q1 2026 Apr 07, 2026
Spire Wealth Management History No change 2,990 130 0.0% 0.0% 83 0 0.0% Q1 2026 Apr 22, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 2,220 96 0.0% 0.0% 84 +305 15.93% Q1 2026 May 13, 2026
Western Wealth Management, LLC History New 1,765 76 0.0% 86 +1,765 New Q1 2026 May 19, 2026
Provident Wealth Management, LLC History No change 1,753 76 0.02% 0.02% 85 0 0.0% Q1 2026 Apr 17, 2026
Physician Wealth Advisors, Inc. History Added to 1,415 61 0.01% 0.01% 87 +4 0.28% Q1 2026 Apr 24, 2026
Reyes Financial Architecture, Inc. History No change 1,332 58 0.05% 0.03% 88 0 0.0% Q1 2026 May 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 1,275 55 0.0% 0.0% 89 0 0.0% Q1 2026 May 08, 2026
Colonial Trust Advisors History No change 1,125 49 0.0% 0.0% 90 0 0.0% Q1 2026 May 12, 2026
Front Row Advisors LLC History No change 1,050 45 0.02% 0.02% 91 0 0.0% Q1 2026 May 19, 2026
SageView Advisory Group, LLC History No change 1,031 44 0.0% 0.0% 92 0 0.0% Q4 2025 Feb 17, 2026
AE Wealth Management LLC History Added to 987 43 0.0% 0.0% 93 +28 2.92% Q1 2026 May 13, 2026
Harbor Asset Planning, Inc. History Added to 908 39 0.03% 0.03% 94 +4 0.44% Q1 2026 Apr 22, 2026
Global Retirement Partners, LLC History No change 858 37 0.0% 0.0% 95 0 0.0% Q4 2025 Feb 06, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Added to 570 24 0.0% 0.0% 96 +1 0.18% Q1 2026 May 01, 2026
Founders Financial Alliance, LLC History New 537 23 0.0% 99 +537 New Q1 2026 May 11, 2026
Pacific Center for Financial Services History Reduced 546 23 0.01% 0.01% 97 -89 -14.02% Q1 2026 May 12, 2026
Root Financial Partners, LLC History Reduced 533 23 0.0% 0.0% 98 -87 -14.03% Q1 2026 Apr 24, 2026
CoreCap Advisors, LLC History Added to 519 22 0.0% 0.0% 100 +225 76.53% Q1 2026 Apr 07, 2026
Ascentis Wealth Management, LLC History Reduced 408 17 0.0% 0.01% 102 -228 -35.85% Q1 2026 Apr 28, 2026
Fairscale Capital, LLC History No change 394 17 0.01% 0.01% 101 0 0.0% Q1 2026 May 11, 2026
EverSource Wealth Advisors, LLC History Added to 372 16 0.0% 0.0% 104 +186 100.0% Q1 2026 May 15, 2026
BFSG, LLC History No change 386 16 0.0% 0.0% 103 0 0.0% Q1 2026 Apr 28, 2026
CX Institutional History Added to 346 15 0.0% 0.0% 106 +2 0.58% Q1 2026 Apr 06, 2026
MAI Capital Management History No change 346 15 0.0% 0.0% 105 0 0.0% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History No change 353 15 0.0% 0.0% 107 0 0.0% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History No change 317 13 0.0% 0.0% 108 0 0.0% Q1 2026 May 08, 2026
Measured Wealth Private Client Group, LLC History No change 293 12 0.0% 0.0% 109 0 0.0% Q1 2026 May 13, 2026
Clearstead Advisors, LLC History No change 242 10 0.0% 0.0% 110 0 0.0% Q1 2026 May 06, 2026
NewEdge Advisors, LLC History Reduced 9,914 9 0.0% 0.0% 111 -633 -6.0% Q1 2026 May 15, 2026
VANGUARD ADVISERS INC History New 198 8 0.0% 112 +198 New Q1 2026 May 08, 2026
SYM FINANCIAL Corp History No change 175 7 0.0% 0.0% 113 0 0.0% Q1 2026 May 08, 2026
WOLFF WIESE MAGANA LLC History No change 180 7 0.0% 0.0% 114 0 0.0% Q1 2026 Apr 13, 2026
Sachetta, LLC History Added to 72 3 0.0% 0.0% 117 +14 24.14% Q1 2026 May 01, 2026
HAZLETT, BURT & WATSON, INC. History No change 58 3 0.0% 0.0% 115 0 0.0% Q1 2026 May 14, 2026
Triumph Capital Management History No change 90 3 0.0% 0.0% 116 0 0.0% Q1 2026 May 13, 2026
Capital Investment Advisory Services, LLC History No change 61 2 0.0% 0.0% 118 0 0.0% Q1 2026 May 05, 2026
Archer Investment Corp History No change 67 2 0.0% 0.0% 119 0 0.0% Q1 2026 May 04, 2026
FIFTH THIRD BANCORP History Added to 24 1 0.0% 120 +11 84.62% Q1 2026 May 01, 2026
IFP Advisors, Inc History No change 44 1 0.0% 0.0% 121 0 0.0% Q1 2026 Apr 13, 2026
FLOW TRADERS U.S. LLC History Closed out 0 0 0.01% -6,919 -100.0% Q1 2026 May 15, 2026
StoneX Group Inc. History Closed out 0 0 0.01% -6,512 -100.0% Q1 2026 May 14, 2026
Janney Montgomery Scott LLC History Closed out 0 0 0.0% -6,093 -100.0% Q1 2026 Apr 22, 2026
Mariner, LLC History Closed out 0 0 0.0% -5,490 -100.0% Q1 2026 May 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History Closed out 0 0 0.0% -1,725 -100.0% Q1 2026 Apr 28, 2026
CWM, LLC History Closed out 0 0 0.0% -734 -100.0% Q1 2026 May 14, 2026
HUNTINGTON NATIONAL BANK History Reduced 1 0 0.0% -160 -99.38% Q1 2026 May 15, 2026
Transamerica Financial Advisors, LLC History Reduced 11 0 -1 -8.33% Q1 2026 May 15, 2026
ASSETMARK, INC History No change 7 0 0 0.0% Q1 2026 May 06, 2026