iShares L Cap MB Sep ETFSMAXETF

13F holders, Q4 2024 (December 31)
46holders
$25.20avg. 13F price*

At the end of Q4 2024, 46 institutions reported holding iShares L Cap MB Sep ETF (SMAX) in their 13F filings. The largest holders were AE Wealth Management LLC ($35.9M), BlackRock, Inc. ($9.8M) and Strategic Blueprint, LLC ($7.0M).

Company
iShares L Cap MB Sep ETF
CUSIP
46438G588
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q4 2024: 46Q4 2024Q1 2025: 38Q1 2025Q2 2025: 25Q2 2025Q3 2025: 26Q3 2025Q4 2025: 32Q4 2025Q1 2026: 34Q1 2026Q2 2026: 37Q2 2026

Total Exit/New Position Q4 2024

InstitutionsTotal Value
New Positions38$81.2M
Exits0$0

Ownership 46 holders

AE Wealth Management LLC 0.30% New 1,424,423 $35.9M
BlackRock, Inc. 0.00% New 390,000 $9.8M
Strategic Blueprint, LLC 0.42% New 278,665 $7.0M
J. L. Bainbridge & Co., Inc. 0.35% New 148,374 $3.7M
Lloyd Advisory Services, LLC. 1.29% New 107,991 $2.7M
Susquehanna International Group, LLP 0.00% New 87,210 $2.2M
Crown Wealth Group, LLC 0.87% New 84,988 $2.1M
Wellment Financial 2.52% — 79,701 $2.0M
Grantvest Financial Group LLC 2.12% — 75,474 $1.9M
Csenge Advisory Group 0.09% New 68,520 $1.7M
Great Lakes Retirement, Inc. 0.22% New 66,259 $1.7M
GeoWealth Management, LLC 0.05% New 55,011 $1.4M
POM Investment Strategies, LLC 0.99% New 52,163 $1.3M
CreativeOne Wealth, LLC 0.04% New 45,638 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.29% New 41,128 $1.0M
Outlook Wealth Advisors, LLC 0.29% New 40,692 $1.0M
Jim Saulnier & Associates, LLC 0.81% New 37,113 $935K
SMART Wealth LLC 0.30% New 33,735 $850K
Snowden Capital Advisors LLC 0.02% New 26,441 $668K
Howard Bailey Securities, LLC 0.25% New 26,472 $667K
Commonwealth Equity Services, LLC 0.00% New 25,741 $649K
Authentikos Wealth Advisory, LLC 0.58% New 23,185 $584K
Tradition Wealth Management, LLC 0.05% New 22,003 $554K
Lord & Richards Wealth Management, LLC 1.14% — 21,497 $542K
ARS Investment Partners, LLC 0.05% New 19,900 $501K
FWG Investments, LLC. 0.39% New 19,723 $497K
FSA Advisors, Inc. 0.56% New 18,083 $456K
Jane Street Group, LLC 0.00% New 14,348 $362K
Maxwell Wealth Strategies Inc. 0.14% New 13,994 $353K
LifeWealth Investments, LLC 0.19% — 11,213 $283K
Old Mission Capital LLC 0.01% New 10,764 $271K
Allie Family Office LLC 0.14% New 9,964 $252K
Envestnet Asset Management Inc. 0.00% New 9,695 $244K
Investment Partners Asset Management, Inc. 0.16% New 8,122 $205K
OneDigital Investment Advisors LLC 0.00% New 8,014 $202K
Quest 10 Wealth Builders, Inc. 0.14% — 5,666 $143K
JPMorgan Chase & Co. 0.00% New 2,480 $62K
Spire Wealth Management 0.00% New 2,368 $60K
Transce3nd, LLC 0.01% — 933 $24K
Capital A Wealth Management, LLC 0.03% — 819 $21K
Park Square Financial Group, LLC 0.01% — 758 $19K
Pineridge Advisors LLC 0.00% New 171 $4K
Decker Retirement Planning Inc. 0.00% — 124 $3K
New Millennium Group LLC 0.00% New 55 $1K
Richard W. Paul & Associates, LLC 0.00% New 33 $832
FMR LLC 0.00% New 1 $25

"% of holder's portfolio" is SMAX's weight in each manager's 13F, not the share of iShares L Cap MB Sep ETF the manager owns.