iShares US Smallcap Equity FSMLFETF
13F holders, Q4 2024 (December 31)182holders +26
24new positions
9sold out
$67.56avg. 13F price*
At the end of Q4 2024, 182 institutions reported holding iShares US Smallcap Equity F (SMLF) in their 13F filings, up 26 from Q3 2024. 24 opened new positions and 9 sold out. The largest holders were Strategic Financial Services, Inc. ($241.3M), Wells Fargo & Company ($109.7M) and Acropolis Investment Management, LLC ($54.1M).
- Company
- iShares US Smallcap Equity F
- CUSIP
- 46434V290
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $51.5M |
| Exits | 9 | $10.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,873,502 shares bought and 578,648 shares sold, net +1,294,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| Strategic Financial Services, Inc. | 14.39% | Reduce -3.1% | 3,574,438 | $241.3M |
| Wells Fargo & Company | 0.03% | Add +9.5% | 1,625,453 | $109.7M |
| Acropolis Investment Management, LLC | 3.19% | Add +1.7% | 800,756 | $54.1M |
| Ameriprise Financial Inc. | 0.01% | Add +21.4% | 752,945 | $50.8M |
| Ullmann Wealth Partners Group, LLC | 4.95% | Add +1.5% | 568,074 | $38.3M |
| LPL Financial LLC | 0.01% | Add +14.7% | 481,412 | $32.5M |
| Financial Management Professionals, Inc. | 4.10% | Add +1.6% | 480,917 | $32.5M |
| Charles Schwab Investment Management Inc. | 0.01% | New | 469,495 | $31.7M |
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 455,726 | $30.8M |
| Clearwater Capital Advisors, LLC | 2.95% | Reduce -4.2% | 447,434 | $30.2M |
| Pacific Center for Financial Services | 7.08% | Add +3.3% | 407,651 | $27.5M |
| Cornerstone Planning Group LLC | 6.41% | Add +2.5% | 371,476 | $26.1M |
| Searcy Financial Services Inc. | 10.99% | Reduce -0.3% | 352,524 | $23.8M |
| Valmark Advisers, Inc. | 0.35% | Reduce -6.4% | 334,293 | $22.6M |
| Fox Financial, Inc | 17.01% | Add +32.4% | 278,959 | $18.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +15.0% | 277,426 | $18.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -0.3% | 272,680 | $18.4M |
| Focus Partners Wealth | 0.05% | Add +1926.2% | 270,641 | $18.3M |
| Reston Wealth Management LLC | 6.26% | Add +0.9% | 249,528 | $16.8M |
| Bank of America Corp. | 0.00% | Add +11.8% | 233,107 | $15.7M |
| GeoWealth Management, LLC | 0.49% | Reduce -10.5% | 221,837 | $15.0M |
| Family Office Research LLC | 6.01% | — | 202,997 | $13.7M |
| Cetera Investment Advisers | 0.03% | Add +12.7% | 197,609 | $13.3M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -24.8% | 195,733 | $13.2M |
| Private Advisor Group, LLC | 0.07% | Reduce -0.1% | 190,026 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -22.8% | 178,554 | $12.1M |
| Integrity Alliance, Llc. | 1.31% | — | 178,431 | $12.0M |
| Sanctuary Advisors, LLC | 0.07% | Add +2.7% | 166,599 | $11.9M |
| UBS Group AG | 0.00% | Add +2.5% | 160,222 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Add +710.7% | 157,862 | $10.7M |
| Exchange Traded Concepts, LLC | 0.19% | New | 139,819 | $9.4M |
| Landmark Wealth Management, Inc. | 4.58% | Reduce -5.5% | 139,344 | $9.4M |
| Denver PWM, LLC | 2.98% | Reduce -6.3% | 113,961 | $7.7M |
| WCG Wealth Advisors LLC | 0.51% | Add +4.5% | 113,635 | $7.7M |
| MML Investors Services, LLC | 0.02% | Add +1.5% | 98,931 | $6.7M |
| Cora Capital Advisors LLC | 2.77% | Add +4.0% | 85,012 | $5.7M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.5% | 84,772 | $5.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.4% | 81,801 | $5.5M |
| Addison Advisors LLC | 1.54% | Reduce -1.6% | 81,767 | $5.5M |
| Journey Advisory Group, LLC | 0.66% | No change | 89,351 | $5.5M |
| DDFG, Inc | 1.53% | Add +1.9% | 78,412 | $5.3M |
| Cerity Partners LLC | 0.01% | Reduce -7.1% | 76,639 | $5.2M |
| FMA Wealth Management, LLC | 3.78% | Reduce -0.2% | 75,303 | $5.1M |
| GEM Asset Management, LLC | 2.66% | Add +11.2% | 70,806 | $4.8M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +11.2% | 68,401 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +2.8% | 66,474 | $4.5M |
| Phillips Financial Management, LLC | 0.35% | Reduce -10.4% | 65,001 | $4.4M |
| Beirne Wealth Consulting Services, LLC | 1.54% | Add +1.2% | 63,416 | $4.3M |
| Cozad Asset Management Inc. | 0.37% | Add +13.5% | 58,480 | $3.9M |
| Wade Financial Advisory, Inc | 1.33% | Add +0.4% | 58,352 | $3.9M |
| Apollon Financial, LLC | 0.97% | Add +0.1% | 57,418 | $3.9M |
| Raymond James Financial Inc. | 0.00% | — | 54,974 | $3.7M |
| Vista Cima Wealth Management LLC | 3.83% | — | 54,576 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +109.8% | 52,553 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Reduce -9.0% | 51,899 | $3.5M |
| D.A. Davidson & Co. | 0.03% | Add +1.0% | 48,400 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +68.8% | 42,252 | $2.9M |
| Ball & Co Wealth Management Inc. | 2.18% | — | 40,659 | $2.7M |
| Morgan Stanley | 0.00% | Add +317.5% | 40,209 | $2.7M |
| LifeGoal Investments, LLC | 2.85% | — | 38,886 | $2.6M |
| Dynamic Wealth Strategies, LLC | 2.26% | No change | 37,648 | $2.5M |
| Parkside Financial Bank & Trust | 0.32% | Add +0.4% | 36,084 | $2.4M |
| Premier Path Wealth Partners, LLC | 0.37% | Add +1.6% | 35,663 | $2.4M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -2.9% | 32,863 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.5% | 30,219 | $2.0M |
| BKM Wealth Management, LLC | 0.82% | Add +11.7% | 29,723 | $2.0M |
| Montag A & Associates Inc. | 0.09% | New | 29,500 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +383.2% | 27,278 | $1.8M |
| US Bancorp \de | 0.00% | Add +0.0% | 25,061 | $1.7M |
| Cwm, LLC | 0.01% | Add +0.3% | 23,540 | $1.6M |
| Wharton Business Group, LLC | 0.07% | No change | 22,125 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | New | 21,608 | $1.5M |
| Westover Capital Advisors, LLC | 0.31% | Reduce -50.1% | 20,694 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | New | 19,718 | $1.4M |
| Schmidt P J Investment Management Inc. | 0.23% | Add +10.1% | 19,748 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +33.9% | 19,366 | $1.3M |
| LWM Advisory Services, LLC | 0.89% | Reduce -9.1% | 18,934 | $1.3M |
| Empirical Asset Management, LLC | 0.42% | Reduce -6.1% | 18,571 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 18,493 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -6.0% | 17,712 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 17,176 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.08% | Add +1.1% | 17,041 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -21.6% | 15,470 | $1.0M |
| Sepio Capital, LP | 0.08% | Add +0.2% | 15,401 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.8% | 15,251 | $1.0M |
| Foster & Motley Inc. | 0.06% | Reduce -19.4% | 14,010 | $946K |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.3% | 13,887 | $937K |
| Flagship Private Wealth, LLC | 0.44% | Add +220.9% | 13,394 | $904K |
| Truist Financial Corp. | 0.00% | Reduce -7.6% | 13,093 | $884K |
| Flow Traders U.S. LLC | 0.04% | New | 13,043 | $880K |
| Mascagni Wealth Management, Inc. | 0.84% | — | 13,619 | $847K |
| Good Life Advisors, LLC | 0.06% | New | 11,935 | $806K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.3% | 11,838 | $799K |
| Ascent Wealth Partners, LLC | 0.10% | No change | 10,655 | $719K |
| Atlas Legacy Advisors, LLC | 0.17% | — | 10,431 | $704K |
| QRG Capital Management, Inc. | 0.01% | Add +0.1% | 10,402 | $702K |
| WASHINGTON TRUST Co | 0.02% | No change | 9,999 | $675K |
| Plancorp, LLC | 0.03% | Add +12.3% | 9,548 | $644K |
| Wingate Wealth Advisors, Inc. | 0.61% | — | 9,187 | $620K |
| Capital Advisors, Ltd. LLC | 0.08% | Reduce -1.3% | 8,924 | $602K |
"% 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.