iShares US Smallcap Equity FSMLFETF
13F holders, Q3 2024 (September 30)156holders +9
18new positions
7sold out
$66.39avg. 13F price*
At the end of Q3 2024, 156 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 9 from Q2 2024. 18 opened new positions and 7 sold out. The largest holders were Strategic Financial Services, Inc. ($244.7M), Wells Fargo & Company ($98.5M) and Acropolis Investment Management, LLC ($52.2M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $53.2M |
| Exits | 7 | $1.7M |
All 13F filers, Q2 2024 → Q3 2024: 2,220,304 shares bought and 196,399 shares sold, net +2,023,905 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 156 holders
| Strategic Financial Services, Inc. | 14.52% | Reduce -2.4% | 3,687,675 | $244.7M |
| Wells Fargo & Company | 0.02% | Add +8.7% | 1,484,066 | $98.5M |
| Acropolis Investment Management, LLC | 3.10% | Add +1.8% | 787,142 | $52.2M |
| Ameriprise Financial Inc. | 0.01% | Add +101.4% | 619,968 | $41.1M |
| Ullmann Wealth Partners Group, LLC | 4.80% | Add +4.4% | 559,595 | $37.1M |
| Financial Management Professionals, Inc. | 3.90% | Add +0.9% | 473,239 | $31.4M |
| BlackRock, Inc. | 0.00% | — | 471,646 | $31.3M |
| Clearwater Capital Advisors, LLC | 3.02% | Add +2.5% | 466,997 | $31.0M |
| LPL Financial LLC | 0.01% | Add +27.6% | 419,815 | $27.9M |
| Pacific Center for Financial Services | 6.90% | Add +2.3% | 394,724 | $26.2M |
| Cornerstone Planning Group LLC | 6.39% | New | 362,226 | $24.2M |
| Valmark Advisers, Inc. | 0.37% | Reduce -1.3% | 357,206 | $23.7M |
| Searcy Financial Services Inc. | 11.01% | Add +1.7% | 353,585 | $23.5M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -6.5% | 273,529 | $18.0M |
| Integrated Wealth Concepts LLC | 0.21% | Add +19.9% | 260,190 | $17.3M |
| GYL Financial Synergies, LLC | 1.28% | Add +2.1% | 256,660 | $17.0M |
| GeoWealth Management, LLC | 0.58% | Add +104.7% | 247,775 | $16.4M |
| Reston Wealth Management LLC | 5.94% | Add +3.4% | 247,245 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +122.3% | 241,271 | $16.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.0% | 231,289 | $15.3M |
| Fox Financial, Inc | 12.19% | Add +27.7% | 210,720 | $14.0M |
| Bank of America Corp. | 0.00% | Add +3.9% | 208,502 | $13.8M |
| Private Advisor Group, LLC | 0.08% | Add +108.5% | 190,278 | $12.6M |
| Sanctuary Advisors, LLC | 0.08% | Add +15.5% | 162,212 | $11.9M |
| Cetera Investment Advisers | 0.03% | Add +22.6% | 175,415 | $11.6M |
| UBS Group AG | 0.00% | Add +0.2% | 156,236 | $10.4M |
| Landmark Wealth Management, Inc. | 4.88% | Add +7.3% | 147,480 | $9.8M |
| Westwood Holdings Group Inc. | 0.07% | New | 145,292 | $9.6M |
| Denver PWM, LLC | 3.06% | New | 121,585 | $8.1M |
| WCG Wealth Advisors LLC | 0.49% | New | 108,691 | $7.2M |
| MML Investors Services, LLC | 0.02% | Add +34.0% | 97,429 | $6.5M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.4% | 84,387 | $5.6M |
| Addison Advisors LLC | 1.53% | Reduce -8.9% | 83,136 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -0.5% | 82,523 | $5.5M |
| Journey Advisory Group, LLC | 0.66% | No change | 89,351 | $5.5M |
| Cora Capital Advisors LLC | 2.67% | Add +3.2% | 81,722 | $5.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.2% | 79,078 | $5.2M |
| DDFG, Inc | 1.46% | Add +101.4% | 76,950 | $5.1M |
| FMA Wealth Management, LLC | 3.63% | Add +124.2% | 75,428 | $5.0M |
| Phillips Financial Management, LLC | 0.37% | Reduce -9.2% | 72,539 | $4.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +3.6% | 64,644 | $4.3M |
| GEM Asset Management, LLC | 2.39% | Add +0.4% | 63,693 | $4.2M |
| Beirne Wealth Consulting Services, LLC | 1.46% | Add +42.5% | 62,683 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +35.3% | 61,540 | $4.1M |
| Wade Financial Advisory, Inc | 1.30% | Add +0.6% | 58,101 | $3.9M |
| Apollon Financial, LLC | 1.12% | Reduce -3.6% | 57,360 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Add +61.2% | 57,048 | $3.8M |
| Cozad Asset Management Inc. | 0.33% | Add +11.6% | 51,514 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Add +5.7% | 47,903 | $3.2M |
| Westover Capital Advisors, LLC | 0.53% | Add +99.7% | 41,476 | $2.8M |
| Dynamic Wealth Strategies, LLC | 2.04% | Reduce -0.8% | 37,648 | $2.5M |
| Parkside Financial Bank & Trust | 0.33% | Add +0.3% | 35,930 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.37% | Add +4.7% | 35,108 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.8% | 34,698 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.05% | Reduce -13.1% | 33,854 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 31,300 | $2.1M |
| BKM Wealth Management, LLC | 0.72% | Add +3.0% | 26,621 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +56.2% | 25,052 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -0.4% | 25,050 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +28.7% | 25,030 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -17.9% | 23,459 | $1.6M |
| Wharton Business Group, LLC | 0.07% | Reduce -26.4% | 22,125 | $1.5M |
| LWM Advisory Services, LLC | 1.02% | Add +97.7% | 20,832 | $1.4M |
| Empirical Asset Management, LLC | 0.47% | Add +166.1% | 19,786 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +135.3% | 19,742 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.1% | 19,472 | $1.3M |
| Brookstone Capital Management | 0.02% | New | 18,850 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 18,493 | $1.2M |
| Schmidt P J Investment Management Inc. | 0.21% | Add +19.0% | 17,930 | $1.2M |
| Foster & Motley Inc. | 0.07% | Reduce -5.7% | 17,384 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 17,176 | $1.1M |
| Hibernia Wealth Partners, LLC | 0.39% | Add +0.1% | 17,001 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +6.0% | 16,854 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +60.6% | 15,838 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.6% | 15,537 | $1.0M |
| Sepio Capital, LP | 0.08% | Add +0.4% | 15,366 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +12.9% | 14,459 | $959K |
| Truist Financial Corp. | 0.00% | Add +22.6% | 14,174 | $940K |
| Focus Partners Wealth | 0.00% | Add +8.2% | 13,357 | $886K |
| Aptus Capital Advisors, LLC | 0.01% | Add +225.9% | 12,774 | $848K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.7% | 11,872 | $788K |
| Ascent Wealth Partners, LLC | 0.10% | No change | 10,655 | $707K |
| QRG Capital Management, Inc. | 0.01% | Add +6.8% | 10,393 | $690K |
| WASHINGTON TRUST Co | 0.02% | No change | 9,999 | $663K |
| Morgan Stanley | 0.00% | Add +11.0% | 9,630 | $639K |
| Goldman Sachs Group Inc. | 0.00% | Add +86.0% | 9,297 | $617K |
| Capital Advisors, Ltd. LLC | 0.07% | Add +14.2% | 9,043 | $600K |
| Marks Group Wealth Management, Inc | 0.06% | New | 8,734 | $580K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -6.7% | 8,669 | $575K |
| Plancorp, LLC | 0.02% | Add +21.5% | 8,503 | $564K |
| Choreo, LLC | 0.01% | Reduce -6.3% | 8,326 | $548K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -11.4% | 8,164 | $542K |
| Ergawealth Advisors, Inc. | 0.25% | Add +0.2% | 7,735 | $513K |
| Mariner, LLC | 0.00% | Add +62.1% | 6,773 | $449K |
| Blair William & Co. | 0.00% | Add +3.3% | 6,598 | $438K |
| Executive Wealth Management, LLC | 0.03% | Add +0.4% | 6,405 | $425K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 6,262 | $415K |
| Sigma Planning Corp | 0.01% | Add +13.4% | 6,200 | $411K |
| Captrust Financial Advisors | 0.00% | Add +27.2% | 6,056 | $402K |
| First Foundation Advisors | 0.02% | No change | 6,021 | $399K |
"% 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.