Institutional Ownership
Ishares Tr
CUSIP 46434V290US SML CAP EQTSMLFQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
13.3%
Max % of class reported
Institutional Holders
268
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest May 7, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | 3.84M | $289.61M |
| 2 | Wells Fargo & Company/Mn | 2.97M | $224.12M |
| 3 | Charles Schwab Investment Management Inc | 2.58M | $195.10M |
| 4 | Ameriprise Financial Inc | 1.99M | $150.03M |
| 5 | Advance Capital Management, Inc. | 1.55M | $116.69M |
| 6 | Lpl Financial LLC | 1.54M | $116.62M |
| 7 | Valmark Advisers, Inc. | 1.33M | $100.75M |
| 8 | Bank Of America Corp /De/ | 1.00M | $75.65M |
| 9 | Acropolis Investment Management, LLC | 979.0K | $73.91M |
| 10 | Fmr LLC | 782.6K | $59.08M |