Institutional Ownership
Ishares Tr
CUSIP 464287879SP SMCP600VL ETFIJSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
837
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Morgan Stanley | 3.21M | $380.25M |
| 2 | Bank Of America Corp /De/ | 3.15M | $373.00M |
| 3 | Sherman Porfolios, LLC | 1.94M | $229.85M |
| 4 | Fmr LLC | 1.63M | $193.34M |
| 5 | Wells Fargo & Company/Mn | 1.43M | $169.72M |
| 6 | Ubs Group AG | 1.09M | $129.46M |
| 7 | USA Financial Formulas | 927.8K | $109.90M |
| 8 | Lpl Financial LLC | 869.8K | $103.03M |
| 9 | Ameriprise Financial Inc | 846.4K | $100.27M |
| 10 | Prime Capital Investment Advisors, LLC | 775.0K | $91.80M |