Institutional Ownership
Ishares Tr
CUSIP 46435G433MSCI USA SMCP MNSMMVQ1 2026
Institutional Holders
121
13F filers
Shares Held
4.42M
Aggregate institutional
Institutional Value
$189.02M
Q1 2026
Net New Holders
+1
7 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased41
Decreased46
Sold out6
Institutional Holders
121 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.26M | $54.91M | +2.7K | Added |
| 2 | Mercer Global Advisors Inc /Adv | 355.5K | $15.51M | −81.6K | Reduced |
| 3 | Wealth Management Resources, Inc. | 279.8K | $12.20M | −1.0K | Reduced |
| 4 | Raymond James Financial Inc | 249.6K | $10.89M | −9.5K | Reduced |
| 5 | Commonwealth Equity Services, LLC | 169.1K | $7.38M | −2.6K | Reduced |
| 6 | Lpl Financial LLC | 134.5K | $5.87M | −30.5K | Reduced |
| 7 | Brickley Wealth Management | 127.2K | $5.55M | +85 | Added |
| 8 | Creative Planning | 81.2K | $3.54M | +1.2K | Added |
| 9 | Royal Bank Of Canada | 79.6K | $3.47M | +15.2K | Added |
| 10 | Kestra Advisory Services, LLC | 72.9K | $3.18M | −691 | Reduced |
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