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Ishares Tr msci usa smlcp shares owned by Wellington Management Company

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

Historical chart of Wellington Management Company 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 Wellington Management Company 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 Wellington Management Company

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 207k 74.35

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Top funds holding Ishares Tr msci usa smlcp

Alan Leist III
Wells Fargo & Company
Ameriprise Financial
LPL Financial
ValMark Advisers
Acropolis Investment Management
Vantagepoint Investment Advisers
Financial Management Professionals
Cetera Investment Advisers
HighTower Advisors
BlackRock
Ullmann Financial
Bsc Private Wealth Management
Cornerstone Planning Group
Charles Schwab Investment Management

View all funds holding Ishares Tr msci usa smlcp