Security Snapshot

ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) Institutional Ownership

CUSIP: 46434V290

13F Institutional Holders and Ownership History from Q2 2015 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

263

Shares (Excl. Options)

31,047,596

Price

$74.88

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place.

Create free account to save this page Review latest holder period
Type / Class
Equity / COMMON STOCK
Symbol
SMLF
Shares outstanding
25,083,612
Price per share
$75.49
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
31,047,596
Total reported value
$2,344,006,575
% of total 13F portfolios
0.02%
Share change
+4,121,116
Value change
+$309,412,262
Number of holders
263
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SMLF - ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK is tracked under CUSIP 46434V290.
  • 263 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 263 to 77 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,344,006,575 to $417,150,158.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 263 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 46434V290?
CUSIP 46434V290 identifies SMLF - ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FMR LLC 1.5% -91% $22,801,003 -$202,601,011 376,254 -90% FMR LLC 30 Apr 2025

As of 31 Dec 2025, 263 institutional investors reported holding 31,047,596 shares of ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF). This represents 124% of the company’s total 25,083,612 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) together control 87% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Strategic Financial Services, Inc. 15% 3,810,840 +1.8% 14% $302,961,805
AMERIPRISE FINANCIAL INC 9.6% 2,408,138 +32% 0.04% $180,300,149
WELLS FARGO & COMPANY/MN 9.3% 2,328,943 +6.2% 0.03% $174,391,241
BANK OF AMERICA CORP /DE/ 6.8% 1,714,359 +123% 0.01% $128,371,189
LPL Financial LLC 5.5% 1,388,541 +18% 0.03% $103,973,936
Valmark Advisers, Inc. 4.8% 1,211,401 +14% 1.1% $90,709,689
Acropolis Investment Management, LLC 3.9% 968,630 +5.8% 3.3% $72,531,038
VANTAGEPOINT INVESTMENT ADVISERS LLC 2.7% 667,125 0% 0.4% $49,954,320
Cetera Investment Advisers 2.7% 665,082 +27% 0.05% $49,801,348
HighTower Advisors, LLC 2.2% 562,143 +11% 0.05% $42,093,268
Financial Management Professionals, Inc. 2.1% 517,140 -2.5% 4% $38,723,468
Modern Wealth Management, LLC 2% 505,682 +40% 0.69% $37,865,484
BlackRock, Inc. 1.9% 469,604 -2% 0% $35,163,929
Clearwater Capital Advisors, LLC 1.9% 468,005 +0.51% 2.9% $35,044,236
Ullmann Wealth Partners Group, LLC 1.7% 438,052 -8.3% 3.4% $32,499,098
Cornerstone Planning Group LLC 1.7% 433,586 -2.2% 5.3% $34,192,584
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.7% 424,888 -3.5% 0% $31,815,613
FMR LLC 1.7% 421,199 +203% 0% $31,539,379
Pacific Center for Financial Services 1.6% 398,719 0% 7.6% $29,644,759
River Wealth Advisors LLC 1.4% 360,566 +5% 3% $26,999,196
Cambridge Investment Research Advisors, Inc. 1.4% 346,732 +3.3% 0.07% $25,963,000
Madison Wealth Partners, Inc 1.2% 303,766 4.2% $22,746,029
Focus Partners Wealth 1.2% 300,548 -1.2% 0.03% $22,504,587
Thrivent Financial for Lutherans 1.2% 294,594 0.04% $22,271,000
Hennion & Walsh Asset Management, Inc. 1.2% 289,911 +5.2% 0.75% $21,708,551

Institutional Holders of ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 5,519,248 $417,150,158 +$68,680,367 $75.49 77
2025 Q4 31,047,596 $2,344,006,575 +$309,412,262 $74.88 263
2025 Q3 26,704,453 $1,978,512,131 +$366,783,344 $74.35 236
2025 Q2 21,768,188 $1,480,287,341 -$96,460,235 $67.95 214
2025 Q1 23,256,592 $1,444,777,277 +$350,690,579 $62.16 192
2024 Q4 17,769,135 $1,200,544,473 +$87,589,324 $67.50 181
2024 Q3 16,153,678 $1,072,370,882 +$134,577,257 $66.35 156
2024 Q2 14,161,211 $866,724,098 +$57,378,537 $61.21 147
2024 Q1 13,087,353 $831,750,058 +$72,120,598 $63.58 139
2023 Q4 12,049,734 $709,213,384 -$970,832 $58.82 123
2023 Q3 11,889,482 $615,080,152 -$198,895,720 $51.73 114
2023 Q2 15,687,396 $846,175,367 -$312,495,258 $53.62 102
2023 Q1 21,501,946 $1,102,181,138 -$1,567,273 $51.26 100
2022 Q4 21,865,306 $1,085,928,372 +$12,150,401 $49.66 103
2022 Q3 21,489,400 $961,901,171 +$20,234,859 $44.76 87
2022 Q2 21,023,255 $985,741,000 +$24,740,820 $46.89 89
2022 Q1 20,484,331 $1,117,463,312 -$36,966,692 $54.57 88
2021 Q4 21,169,317 $1,211,114,000 +$36,138,911 $57.25 96
2021 Q3 16,890,941 $908,142,000 +$69,013,383 $53.75 81
2021 Q2 19,208,202 $1,053,505,065 +$42,892,581 $54.85 79
2021 Q1 18,307,180 $968,947,559 +$51,345,728 $52.45 72
2020 Q4 17,455,481 $831,504,347 +$19,235,829 $45.76 67
2020 Q3 13,397,523 $499,401,605 +$37,852,825 $37.27 58
2020 Q2 12,428,452 $443,406,000 +$109,836,177 $35.71 58
2020 Q1 9,393,288 $279,747,000 +$65,470,643 $29.79 61
2019 Q4 7,276,848 $312,188,000 +$49,323,154 $42.91 68
2019 Q3 6,061,490 $241,768,938 +$23,753,679 $39.89 61
2019 Q2 5,464,635 $220,182,000 +$47,565,434 $40.29 61
2019 Q1 4,245,141 $170,293,000 +$20,238,670 $40.11 59
2018 Q4 3,558,047 $127,449,000 +$39,938,334 $35.82 53
2018 Q3 2,214,341 $91,856,000 +$22,840,890 $43.46 42
2018 Q2 3,257,859 $104,959,000 +$23,731,631 $41.82 31
2018 Q1 986,350 $38,559,000 +$6,863,673 $39.11 29
2017 Q4 810,824 $32,067,000 +$10,052,829 $39.52 25
2017 Q3 429,187 $16,353,000 +$1,142,140 $38.09 18
2017 Q2 402,122 $14,573,000 +$3,510,758 $36.24 16
2017 Q1 305,248 $10,838,000 +$8,679,810 $35.52 12
2016 Q4 178,830 $6,334,000 +$3,878,532 $35.41 11
2016 Q3 71,024 $2,158,000 +$942,940 $31.62 7
2016 Q2 133,645 $3,948,000 -$1,671,299 $29.54 5
2016 Q1 190,571 $5,602,000 +$3,739,586 $29.40 5
2015 Q4 63,357 $1,876,000 -$197,000 $29.45 3
2015 Q3 73,574 $2,073,000 -$511,925 $28.18 1
2015 Q2 91,743 $2,793,000 +$2,793,000 $30.44 1