iShares US Smallcap Equity FSMLFETF
13F holders, Q1 2024 (March 31)139holders
1famous investor
$63.55avg. 13F price*
At the end of Q1 2024, 139 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings. The largest holders were Strategic Financial Services, Inc. ($252.7M), Wells Fargo & Company ($79.5M) and Acropolis Investment Management, LLC ($45.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $56.8M |
| Exits | 11 | $6.0M |
Ownership 139 holders
| Strategic Financial Services, Inc. | 16.32% | Add +2.1% | 3,974,181 | $252.7M |
| Wells Fargo & Company | 0.02% | Add +11.3% | 1,250,641 | $79.5M |
| Acropolis Investment Management, LLC | 2.95% | Add +6.9% | 708,445 | $45.0M |
| Ullmann Wealth Partners Group, LLC | 4.82% | Add +3.4% | 509,685 | $32.4M |
| BlackRock Inc. | 0.00% | Add +1.3% | 504,143 | $32.1M |
| Financial Management Professionals, Inc. | 4.30% | Add +3.1% | 459,317 | $29.2M |
| Clearwater Capital Advisors, LLC | 3.10% | Reduce -0.8% | 456,466 | $29.0M |
| Integrated Wealth Concepts LLC | 0.40% | Add +0.9% | 435,043 | $27.7M |
| Cwm, LLC | 0.12% | Reduce -10.7% | 384,435 | $24.4M |
| Pacific Center for Financial Services | 6.87% | New | 379,011 | $24.1M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -12.6% | 311,472 | $19.8M |
| GYL Financial Synergies, LLC | 1.31% | Add +0.0% | 263,283 | $16.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.3% | 245,037 | $15.6M |
| Ameriprise Financial Inc. | 0.00% | Add +122.0% | 235,400 | $15.0M |
| Reston Wealth Management LLC | 5.90% | New | 228,701 | $14.5M |
| LPL Financial LLC | 0.01% | Add +185.5% | 191,650 | $12.2M |
| UBS Group AG | 0.00% | Reduce -4.6% | 161,324 | $10.3M |
| Bank of America Corp. | 0.00% | Add +4.8% | 152,121 | $9.7M |
| GeoWealth Management, LLC | 0.25% | New | 102,590 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +1774.3% | 99,393 | $6.3M |
| Addison Advisors LLC | 2.03% | Reduce -2.5% | 93,010 | $5.9M |
| Phillips Financial Management, LLC | 0.46% | Reduce -9.4% | 87,949 | $5.6M |
| Cerity Partners LLC | 0.01% | Reduce -10.8% | 85,939 | $5.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +1.2% | 83,349 | $5.3M |
| Cora Capital Advisors LLC | 2.71% | Add +4.5% | 79,741 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.3% | 78,738 | $5.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.4% | 77,921 | $5.0M |
| MML Investors Services, LLC | 0.02% | Add +22.9% | 67,273 | $4.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +12.9% | 61,249 | $3.9M |
| Wade Financial Advisory, Inc | 1.41% | Reduce -31.3% | 60,957 | $3.9M |
| Apollon Financial, LLC | 1.33% | Reduce -12.3% | 60,412 | $3.8M |
| Kingsview Wealth Management, LLC | 0.10% | Add +49.1% | 59,762 | $3.8M |
| Journey Advisory Group, LLC | 0.46% | New | 58,854 | $3.7M |
| GEM Asset Management, LLC | 2.50% | Add +1.0% | 63,129 | $3.7M |
| D.A. Davidson & Co. | 0.02% | Add +0.1% | 43,262 | $2.8M |
| Beirne Wealth Consulting Services, LLC | 1.15% | Add +5.8% | 42,779 | $2.7M |
| Cozad Asset Management Inc. | 0.28% | Add +7.5% | 42,331 | $2.7M |
| Dynamic Wealth Strategies, LLC | 2.10% | Reduce -1.5% | 38,638 | $2.5M |
| DDFG, Inc | 0.76% | Reduce -37.7% | 37,491 | $2.4M |
| Parkside Financial Bank & Trust | 0.37% | Add +0.2% | 35,720 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +67.9% | 34,409 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.38% | Add +24.6% | 31,946 | $2.0M |
| FMA Wealth Management, LLC | 1.66% | Add +15.9% | 31,513 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.6% | 30,901 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | New | 30,175 | $1.9M |
| Wharton Business Group, LLC | 0.09% | Reduce -0.1% | 30,064 | $1.9M |
| US Bancorp \de | 0.00% | Add +0.7% | 26,976 | $1.7M |
| BKM Wealth Management, LLC | 0.71% | Reduce -4.3% | 26,102 | $1.7M |
| Westover Capital Advisors, LLC | 0.38% | Add +2.3% | 20,649 | $1.3M |
| Brookstone Capital Management | 0.02% | New | 19,874 | $1.3M |
| Sepio Capital, LP | 0.10% | Add +0.3% | 19,261 | $1.2M |
| Cedar Brook Financial Partners, LLC | 0.24% | Reduce -1.4% | 19,253 | $1.2M |
| Foster & Motley Inc. | 0.08% | Reduce -6.3% | 19,227 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -10.6% | 18,678 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -46.5% | 18,498 | $1.2M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -17.8% | 18,493 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 17,176 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.9% | 16,186 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Reduce -49.0% | 14,327 | $911K |
| Private Advisor Group, LLC | 0.01% | Add +11.3% | 12,930 | $822K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +16.2% | 12,627 | $803K |
| Focus Partners Wealth | 0.01% | No change | 12,345 | $785K |
| Truist Financial Corp. | 0.00% | New | 10,794 | $686K |
| Ascent Wealth Partners, LLC | 0.10% | No change | 10,655 | $677K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.3% | 10,602 | $674K |
| Wescott Financial Advisory Group, LLC | 0.08% | Reduce -44.5% | 10,100 | $642K |
| WASHINGTON TRUST Co | 0.02% | No change | 9,999 | $636K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -10.0% | 9,544 | $607K |
| Schmidt P J Investment Management Inc. | 0.11% | New | 9,442 | $600K |
| Choreo, LLC | 0.01% | Reduce -5.4% | 8,759 | $557K |
| Morgan Stanley | 0.00% | Add +1.6% | 8,620 | $548K |
| Hibernia Wealth Partners, LLC | 0.37% | Reduce -1.4% | 8,482 | $539K |
| LWM Advisory Services, LLC | 0.43% | New | 8,364 | $532K |
| Capital Advisors, Ltd. LLC | 0.07% | Reduce -6.3% | 8,099 | $515K |
| Trilogy Capital Inc. | 0.03% | Reduce -48.5% | 7,762 | $494K |
| Ergawealth Advisors, Inc. | 0.27% | Reduce -14.4% | 7,733 | $492K |
| Diversified Trust Co. | 0.01% | New | 7,193 | $457K |
| Cyndeo Wealth Partners, LLC | 0.04% | New | 6,764 | $430K |
| Plancorp, LLC | 0.02% | Add +15.6% | 6,333 | $403K |
| Executive Wealth Management, LLC | 0.04% | Add +2.6% | 6,364 | $402K |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 6,267 | $398K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 6,262 | $398K |
| First Foundation Advisors | 0.02% | No change | 6,021 | $383K |
| Blair William & Co. | 0.00% | Add +0.3% | 5,847 | $372K |
| Royal Bank of Canada | 0.00% | Reduce -2.9% | 5,661 | $360K |
| Tranquility Partners, LLC | 0.14% | No change | 5,527 | $351K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 5,466 | $348K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -0.4% | 5,350 | $338K |
| NewEdge Advisors, LLC | 0.00% | Add +25.9% | 5,175 | $329K |
| Edge Financial Advisors LLC | 0.28% | — | 5,072 | $322K |
| Northern Trust Corp. | 0.00% | No change | 5,024 | $319K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -91.5% | 4,999 | $318K |
| Park Avenue Securities LLC | 0.00% | Add +4.4% | 4,559 | $290K |
| Sigma Planning Corp | 0.01% | New | 4,512 | $287K |
| Franklin Resources Inc. | 0.00% | New | 4,344 | $276K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -51.4% | 4,332 | $275K |
| Townsquare Capital LLC | 0.00% | Reduce -8.3% | 4,279 | $272K |
| BNP Paribas Financial Markets | 0.00% | New | 4,200 | $267K |
| Aptus Capital Advisors, LLC | 0.01% | New | 4,060 | $258K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +7.2% | 3,981 | $253K |
| Colonial Trust Advisors | 0.02% | No change | 3,383 | $215K |
| Western Financial Corp | 0.13% | New | 3,269 | $208K |
| Mariner, LLC | 0.00% | Reduce -21.4% | 3,253 | $207K |
| Cadence Bank | 0.01% | New | 3,160 | $201K |
| FMR LLC | 0.00% | Add +1.6% | 3,001 | $191K |
| American Capital Advisory, LLC | 0.11% | New | 2,448 | $125K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 1,951 | $124K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +34.3% | 1,883 | $120K |
| Aspire Wealth Management Corp | 0.07% | Add +0.2% | 1,794 | $114K |
| Colonial Trust Co / SC | 0.02% | Reduce -33.0% | 1,625 | $103K |
| SYM FINANCIAL Corp | 0.01% | No change | 1,373 | $87K |
| Comerica Bank | 0.00% | No change | 1,185 | $75K |
| Allworth Financial LP | 0.00% | Reduce -80.9% | 1,159 | $74K |
| Bogart Wealth, LLC | 0.00% | No change | 1,001 | $64K |
| CIBC Private Wealth Group LLC | 0.00% | New | 812 | $51K |
| Mendota Financial Group, LLC | 0.03% | New | 766 | $49K |
| CENTRAL TRUST Co | 0.00% | New | 753 | $48K |
| SouthState Bank Corp | 0.00% | No change | 675 | $43K |
| Private Trust Co. NA | 0.00% | New | 583 | $37K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 548 | $32K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.2% | 490 | $31K |
| Glassman Wealth Services | 0.01% | No change | 485 | $31K |
| Arlington Trust Co LLC | 0.01% | No change | 378 | $24K |
| Aspire Private Capital, LLC | 0.01% | Add +0.3% | 359 | $23K |
| Blue Trust, Inc. | 0.00% | New | 280 | $18K |
| Venturi Wealth Management, LLC | 0.00% | No change | 259 | $16K |
| MGB Wealth Management, LLC | 0.01% | No change | 216 | $14K |
| Macroview Investment Management LLC | 0.01% | No change | 207 | $13K |
| Concord Wealth Partners | 0.00% | No change | 195 | $12K |
| Avior Wealth Management, LLC | 0.00% | New | 191 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 180 | $11K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -81.0% | 133 | $8K |
| Private Ocean, LLC | 0.00% | No change | 119 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 72 | $5K |
| Castleview Partners, LLC | 0.00% | New | 67 | $4K |
| Sunbelt Securities, Inc. | 0.00% | No change | 56 | $4K |
| City State Bank | 0.00% | New | 35 | $2K |
| Northwest Investment Counselors, LLC | 0.00% | New | 9 | $572 |
| Bell Investment Advisors, Inc | 0.00% | New | 1 | $64 |
"% of holder's portfolio" is SMLF's weight in each manager's 13F, not the share of iShares US Smallcap Equity F the manager owns.