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

Q1 2026

Institutions Reporting

265

Shares (Excl. Options)

35,957,508

Price

$75.49

Save this security page for your next review

Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.

Create free account and return here Sign in and return here Review latest holder period
Type / Class
Equity / COMMON STOCK
Symbol
SMLF
Shares outstanding
25,083,612
Price per share
$83.14
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
35,957,508
Total reported value
$2,719,927,925
% of total 13F portfolios
0.02%
Share change
+4,922,532
Value change
+$372,303,950
Number of holders
265
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.
  • 265 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 264 to 265 between Q4 2025 and Q1 2026.
  • Reported value moved from $2,344,038,474 to $2,719,927,925.

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 265 institutions filings for Q1 2026.

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 Q1 2026 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 Mar 2026, 265 institutional investors reported holding 35,957,508 shares of ISHARES U.S. SMALL-CAP EQUITY FACTOR ETF - COMMON STOCK (SMLF). This represents 143% 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 104% 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% 3,836,442 +0.67% 14% $289,613,030
WELLS FARGO & COMPANY/MN 12% 2,968,821 +27% 0.04% $224,116,303
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 10% 2,584,398 +508% 0.03% $195,096,205
AMERIPRISE FINANCIAL INC 7.9% 1,986,402 -18% 0.03% $150,031,402
Advance Capital Management, Inc. 6.2% 1,545,786 4.4% $116,691,408
LPL Financial LLC 6.2% 1,544,842 +11% 0.03% $116,620,091
Valmark Advisers, Inc. 5.3% 1,334,635 +10% 1.2% $100,751,595
BANK OF AMERICA CORP /DE/ 4% 1,002,137 -42% 0.01% $75,651,311
Acropolis Investment Management, LLC 3.9% 979,045 +1.1% 3.3% $73,908,081
FMR LLC 3.1% 782,568 +86% 0% $59,076,037
Cetera Investment Advisers 3% 753,749 +13% 0.06% $56,900,484
Modern Wealth Management, LLC 2.9% 733,974 +45% 0.96% $55,811,381
VANTAGEPOINT INVESTMENT ADVISERS LLC 2.7% 667,125 0% 0.43% $50,361,266
HighTower Advisors, LLC 2.4% 591,028 +5.1% 0.05% $44,618,846
Annex Advisory Services, LLC 2.2% 560,961 0.79% $42,346,980
Financial Management Professionals, Inc. 2.1% 523,190 +1.2% 4.4% $39,495,581
Clearwater Capital Advisors, LLC 1.9% 479,209 +2.4% 2.9% $36,175,499
Cornerstone Planning Group LLC 1.9% 471,147 +8.7% 5.3% $39,251,174
BlackRock, Inc. 1.8% 439,803 -6.3% 0% $33,200,710
Ullmann Wealth Partners Group, LLC 1.7% 432,829 -1.2% 3.4% $32,674,244
RAYMOND JAMES FINANCIAL INC 1.6% 393,318 +36% 0.01% $29,691,612
Pacific Center for Financial Services 1.5% 378,287 -5.1% 7.2% $28,556,918
Cambridge Investment Research Advisors, Inc. 1.5% 378,209 +9.1% 0.07% $28,551,000
COMMONWEALTH EQUITY SERVICES, LLC 1.3% 325,311 +41% 0.03% $24,557,749
River Wealth Advisors LLC 1.3% 317,974 -12% 2.8% $24,003,822

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 35,957,508 $2,719,927,925 +$372,303,950 $75.49 265
2025 Q4 31,048,022 $2,344,038,474 +$309,412,262 $74.88 264
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
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Here you can make detailed settings or revoke your consent (in part if necessary) with effect for the future. For further information, please refer to our Privacy Policy .