Who owns Ishares Tr msci usa smlcp?
- Ticker: SMLF
- CUSIP Number: 46434v290
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr msci usa smlcp with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr msci usa smlcp stock
Who bought or sold Ishares Tr msci usa smlcp this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Alan Leist III | 3.8M | $290M | 1% | Mar 2026 |
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| Wells Fargo & Company | 3.0M | $224M | 27% | Mar 2026 |
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| Ameriprise Financial | 2.0M | $150M | -18% | Mar 2026 |
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| Advance Capital Management | 1.5M | $117M | 100% | Mar 2026 |
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| LPL Financial | 1.5M | $117M | 11% | Mar 2026 |
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| ValMark Advisers | 1.3M | $101M | 10% | Mar 2026 |
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| Bank of America Corporation | 1.0M | $76M | 100% | Mar 2026 |
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| Acropolis Investment Management | 979k | $74M | 1% | Mar 2026 |
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| Cetera Investment Advisers | 754k | $57M | 13% | Mar 2026 |
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| Vantagepoint Investment Advisers | 667k | $50M | 0% | Mar 2026 |
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| HighTower Advisors | 591k | $45M | 5% | Mar 2026 |
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| Annex Advisory Services, LLC, d/b/a Annex Wealth Management | 561k | $42M | 100% | Mar 2026 |
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| Financial Management Professionals | 523k | $40M | 1% | Mar 2026 |
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| Modern Wealth Management | 506k | $38M | 40% | Dec 2025 |
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| Bsc Private Wealth Management | 479k | $36M | 2% | Mar 2026 |
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| Cornerstone Planning Group | 471k | $39M | 9% | Mar 2026 |
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| BlackRock | 440k | $33M | -6% | Mar 2026 |
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| Ullmann Financial | 433k | $33M | -1% | Mar 2026 |
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| Charles Schwab Investment Management | 425k | $32M | -3% | Dec 2025 |
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| FMR | 421k | $32M | 203% | Dec 2025 |
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| Pacific Center for Financial Services | 378k | $29M | -5% | Mar 2026 |
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| Cambridge Investment Research Advisors | 378k | $29M | 9% | Mar 2026 |
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| Commonwealth Equity Services | 325k | $25M | 41% | Mar 2026 |
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| River Wealth Advisors | 318k | $24M | -12% | Mar 2026 |
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| Madison Wealth Partners | 305k | $23M | 0% | Mar 2026 |
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| Colony | 301k | $23M | -1% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 292k | $22M | 37% | Mar 2026 |
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| Raymond James Financial | 288k | $22M | 1% | Dec 2025 |
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| Advisor Group Holdings | 288k | $22M | 17% | Dec 2025 |
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| Fox Financial | 283k | $21M | 0% | Mar 2026 |
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| Private Advisor | 275k | $21M | 1% | Mar 2026 |
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| Reston Wealth Management | 266k | $20M | 2% | Mar 2026 |
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| Integrity Alliance | 261k | $20M | 9% | Mar 2026 |
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| Systelligence | 218k | $16M | 33% | Mar 2026 |
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| Morgan Stanley | 215k | $16M | 30% | Mar 2026 |
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| UBS Group | 210k | $16M | 32% | Mar 2026 |
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| Family Office Research | 205k | $16M | 1% | Mar 2026 |
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| YHB Investment Advisors | 190k | $14M | 41% | Mar 2026 |
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| Geneos Wealth Management | 181k | $14M | 14% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 179k | $14M | 26% | Mar 2026 |
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| Exchange Traded Concepts | 167k | $13M | -14% | Mar 2026 |
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| AssuredPartners Investment Advisors | 163k | $13M | 100% | Mar 2026 |
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| Janney Montgomery Scott | 161k | $12M | -3% | Mar 2026 |
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| Ptm Wealth Management | 152k | $12M | -16% | Mar 2026 |
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| WCG Wealth Advisors | 150k | $11M | 3% | Mar 2026 |
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| Mercer Global Advisors | 150k | $11M | -9% | Mar 2026 |
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| Beacon Pointe Advisors | 148k | $11M | -5% | Dec 2025 |
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| Stratos Wealth Partners | 148k | $11M | 6% | Mar 2026 |
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| Mml Investors Services | 148k | $11M | -6% | Mar 2026 |
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| Evolve Private Wealth | 146k | $11M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 136k | $10M | 1537% | Mar 2026 |
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| Wealth Enhancement Trust Services | 135k | $10M | -5% | Mar 2026 |
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| Cozad Asset Management | 115k | $8.7M | 13% | Mar 2026 |
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| Christopher Weil & Company | 110k | $8.3M | 44% | Mar 2026 |
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| Branch Banking & Trust Company | 105k | $8.0M | 2% | Mar 2026 |
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| Vista Private Wealth Partners | 104k | $8.7M | -21% | Mar 2026 |
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| FLC Capital Advisors | 103k | $7.8M | 4% | Mar 2026 |
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| Wingate Wealth Advisors | 101k | $7.7M | 8% | Mar 2026 |
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| P.J. Schmidt Investment Management | 93k | $7.0M | 214% | Mar 2026 |
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| Park Avenue Securities | 90k | $6.8M | 81% | Mar 2026 |
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| Cora Capital Advisors | 89k | $6.7M | 0% | Mar 2026 |
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| DDFG | 86k | $6.5B | 1% | Mar 2026 |
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| Wealthcare Advisory Partners | 85k | $6.4M | 2% | Mar 2026 |
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| D.A. Davidson & Co. | 85k | $6.4M | 2% | Mar 2026 |
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| Kestra Advisory Services | 80k | $6.0M | 36% | Mar 2026 |
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| United Capital Financial Advisers | 77k | $5.8M | 4% | Mar 2026 |
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| GeoWealth Management | 77k | $5.8M | 3% | Mar 2026 |
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| HPM Partners | 76k | $5.9M | 4% | Mar 2026 |
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| FMA Wealth Management | 76k | $5.7M | 0% | Mar 2026 |
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| Aspen Wealth Strategies | 75k | $5.6M | 0% | Mar 2026 |
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| Envestnet Asset Management | 72k | $5.4M | 3% | Mar 2026 |
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| Addison Advisors | 72k | $5.4M | -3% | Mar 2026 |
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| GEM Asset Management | 70k | $5.3M | 1% | Mar 2026 |
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| Steward Partners Investment Advisory | 69k | $5.2M | -5% | Mar 2026 |
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| Equitable Holdings | 68k | $5.1M | 10% | Mar 2026 |
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| Farther Finance Advisors | 66k | $5.0M | -5% | Mar 2026 |
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| Beirne Wealth Consulting Services | 60k | $4.5M | -4% | Mar 2026 |
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| Vista Cima Wealth Management | 60k | $4.5M | -6% | Mar 2026 |
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| Santori & Peters | 57k | $4.3M | 1% | Mar 2026 |
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| Live Oak Investment Partners | 55k | $4.2M | 2% | Mar 2026 |
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| Royal Bank of Canada | 53k | $4.0M | 25% | Mar 2026 |
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| Perigon Wealth Management | 52k | $3.9M | 28% | Mar 2026 |
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| Thoroughbred Financial Services | 51k | $3.9M | 19% | Mar 2026 |
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| Tyche Wealth Partners | 49k | $3.7M | 37% | Mar 2026 |
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| Susquehanna International | 49k | $3.7M | 90% | Dec 2025 |
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| Apollon Financial | 49k | $3.7M | -5% | Mar 2026 |
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| Williams Financial | 49k | $3.7M | 0% | Mar 2026 |
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| Mariner Wealth Advisors | 48k | $3.7M | 6% | Mar 2026 |
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| Thrivent Financial for Lutherans | 47k | $3.6M | -84% | Mar 2026 |
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| Novem Group | 47k | $3.6M | -1% | Mar 2026 |
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| Goss Wealth Management | 45k | $3.4M | 74% | Mar 2026 |
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| Flagship Private Wealth | 45k | $3.4M | -7% | Mar 2026 |
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| Ascent Wealth Partners | 42k | $3.2M | 289% | Mar 2026 |
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| Capital Analysts | 38k | $2.9M | -14% | Mar 2026 |
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| Phillips Financial Management | 37k | $2.8M | -6% | Mar 2026 |
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| Parkside Financial Bank & Trust | 37k | $2.8M | 0% | Mar 2026 |
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| Harbor Asset Planning | 34k | $2.6M | -5% | Mar 2026 |
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| Premier Path Wealth Partners | 33k | $2.5M | -12% | Mar 2026 |
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| Summitpoint Capital Management | 30k | $2.3M | 100% | Mar 2026 |
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| Principal Securities | 30k | $2.3M | 2% | Mar 2026 |
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| A. Montag and Associates | 30k | $2.2M | 0% | Mar 2026 |
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| Elevate Capital Advisors | 30k | $2.2M | 238% | Mar 2026 |
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| Redhawk Wealth Advisors | 29k | $2.2M | -30% | Mar 2026 |
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| Talisman Wealth Advisors | 28k | $2.1M | 31% | Mar 2026 |
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| BFI Wealth Solutions | 28k | $2.1M | -1% | Mar 2026 |
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| Goldstone Financial Group | 27k | $2.0M | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 26k | $1.9M | 773% | Dec 2025 |
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| Cary Street Partners Financial | 24k | $1.8M | 100% | Mar 2026 |
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| Meridian Wealth Management | 24k | $1.8M | 100% | Mar 2026 |
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| Frontier Asset Management | 24k | $1.8M | 100% | Mar 2026 |
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| Empirical Asset Management | 24k | $1.8M | -7% | Mar 2026 |
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| Signal Advisors Wealth | 23k | $1.8M | 100% | Mar 2026 |
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| Cyndeo Wealth Partners | 23k | $1.8M | 2% | Mar 2026 |
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| Hibernia Wealth Partners | 23k | $1.7M | 0% | Mar 2026 |
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| Guidance Capital | 23k | $1.9M | 18% | Mar 2026 |
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| Axiom Financial Strategies | 23k | $1.7M | 123% | Mar 2026 |
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| Pallas Capital Advisors | 23k | $1.7M | -14% | Mar 2026 |
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| Dynamic Wealth Strategies | 22k | $1.7M | 2% | Mar 2026 |
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| Red Reef Advisors | 22k | $1.6M | 3% | Mar 2026 |
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| CWM | 22k | $1.6M | 20% | Dec 2025 |
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| Wharton Business Group | 22k | $1.6M | 0% | Mar 2026 |
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| Us Bancorp | 22k | $1.6M | -6% | Dec 2025 |
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| Wedmont Private Capital | 21k | $1.7M | 0% | Mar 2026 |
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| LaSalle St. Investment Advisors | 21k | $1.5M | 14% | Mar 2026 |
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| Westover Capital Advisors | 20k | $1.5M | 0% | Mar 2026 |
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| Integrated Wealthcare | 20k | $1.5M | 1% | Mar 2026 |
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| J.w. Cole Advisors | 19k | $1.4M | 0% | Mar 2026 |
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| Advisory Services Network | 18k | $1.3M | 39% | Dec 2025 |
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| Brown Advisory Holdings Incorporated | 17k | $1.3M | 0% | Mar 2026 |
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| Kingsview Wealth Management | 15k | $1.1M | 5% | Mar 2026 |
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| Plan | 13k | $1.0M | -12% | Mar 2026 |
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| Atlas Legacy Advisors | 13k | $990k | 5% | Mar 2026 |
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| Integrity Advisory Solutions | 12k | $936k | 9% | Mar 2026 |
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| Byrne Financial Freedom | 12k | $934k | -19% | Mar 2026 |
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| Landmark Wealth Management | 12k | $914k | 0% | Mar 2026 |
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| Vantage Financial Partners | 12k | $901k | 0% | Dec 2025 |
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| Jane Street | 12k | $893k | -30% | Mar 2026 |
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| Global Retirement Partners | 12k | $882k | -1% | Dec 2025 |
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| Cassilly Financial Group | 12k | $869k | 1% | Mar 2026 |
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| Parsons Capital Management | 12k | $866k | 15% | Mar 2026 |
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| Sigma Planning | 11k | $818k | 20% | Mar 2026 |
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| Thayer Financial | 11k | $798k | 4% | Mar 2026 |
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| Redwood Financial Network Corp | 10k | $781k | 28% | Dec 2025 |
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| Citizens Financial Group | 10k | $782k | 2% | Mar 2026 |
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| Capital Advisors | 10k | $755k | 10% | Mar 2026 |
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| Washington Trust Company | 10k | $754k | 0% | Mar 2026 |
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| Great Valley Advisor Group | 9.9k | $747k | 100% | Mar 2026 |
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| Foster & Motley | 9.6k | $722k | -6% | Mar 2026 |
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| BAM Wealth Management | 9.4k | $712k | 100% | Mar 2026 |
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| RHS Financial | 9.0k | $681k | 23% | Mar 2026 |
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| BKM Wealth Management | 8.8k | $665k | -9% | Mar 2026 |
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| LWM Advisory Services | 6.6k | $498k | -67% | Mar 2026 |
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| Journey Advisory Group | 5.1k | $383k | -48% | Mar 2026 |
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| Anfield Capital Management | 3.0k | $223k | -97% | Mar 2026 |
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Who sold out of Ishares Tr msci usa smlcp?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Hennion & Walsh Asset Management | Dec 2025 | 290k | $22M |
| Foundations Investment Advisors | Dec 2025 | 237k | $18M |
| Wellington Management Company | Sep 2025 | 207k | $15M |
| Jpmorgan Chase & Co | Sep 2025 | 127k | $9.5M |
| Stony Point Wealth Management | Dec 2025 | 98k | $7.4M |
| Two Sigma Investments | Dec 2025 | 52k | $3.9M |
| Wealth Enhancement Advisory Services | Dec 2025 | 28k | $2.2M |
| Empowered Funds | Sep 2025 | 20k | $1.5M |
| Diversify Advisory Services | Dec 2025 | 16k | $1.2M |
| Axxcess Wealth Management | Dec 2025 | 12k | $893k |
| Gts Securities | Sep 2025 | 10k | $745k |