Institutional Ownership
Ishares Tr
CUSIP 46435G433MSCI USA SMCP MNSMMVQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
121
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 | Bank Of America Corp /De/ | 1.26M | $54.91M |
| 2 | Mercer Global Advisors Inc /Adv | 355.5K | $15.51M |
| 3 | Wealth Management Resources, Inc. | 279.8K | $12.20M |
| 4 | Raymond James Financial Inc | 249.6K | $10.89M |
| 5 | Commonwealth Equity Services, LLC | 169.1K | $7.38M |
| 6 | Lpl Financial LLC | 134.5K | $5.87M |
| 7 | Brickley Wealth Management | 127.2K | $5.55M |
| 8 | Creative Planning | 81.2K | $3.54M |
| 9 | Royal Bank Of Canada | 79.6K | $3.47M |
| 10 | Kestra Advisory Services, LLC | 72.9K | $3.18M |