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Ishares Tr msci usa smlcp shares owned by Helium Advisors

Quarter-by-quarter ownership of Ishares Tr msci usa smlcp (SMLF) shares owned by Helium Advisors from 13F filings

Historical chart of Helium Advisors investment in Ishares Tr msci usa smlcp

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr msci usa smlcp held by Helium Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr msci usa smlcp by Helium Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 2.3k 89.12

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Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Charles Schwab Investment Management
Sixth Street Partners Management Company
Wells Fargo & Company
Ameriprise Financial
LPL Financial
Advance Capital Management
Bank of America Corporation
ValMark Advisers
Acropolis Investment Management
Cetera Investment Advisers
Modern Wealth Management
FMR
Vantagepoint Investment Advisers
HighTower Advisors

View all funds holding Ishares Tr msci usa smlcp