SMLF ISHARES TR
FollowSHS (fund)
213 managers (216 13F filers) reported a position in SMLF shares at 2025-06-30, 21,768,608 shares in all. 38 filers opened a position and 16 filers sold out during the quarter.
- Managers
- 213
- 13F filers
- 216
- New
- 38
- Added
- 86
- Reduced
- 53
- Sold out
- 16
- Shares held by filers
- 21,768,608
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 76 | $5.16K | <0.01% | new | 13F-HRTimeline |
| BARRETT & COMPANY, INC. | 72 | $4.89K | <0.01% | 0 | 13F-HRTimeline |
| IFP Advisors, Inc | 71 | $4.84K | <0.01% | 0 | 13F-HRTimeline |
| Painted Porch Advisors LLC | 65 | $4.42K | <0.01% | 0 | 13F-HRTimeline |
| Sunbelt Securities, Inc. | 56 | $3.78K | <0.01% | +5 | 13F-HRTimeline |
| Geneos Wealth Management Inc. | 50 | $3.4K | <0.01% | new | 13F-HRTimeline |
| REDMONT WEALTH ADVISORS LLC | 50 | $3.4K | <0.01% | 0 | 13F-HRTimeline |
| AlphaCore Capital LLC | 48 | $3.24K | <0.01% | 0 | 13F-HRTimeline |
| Costello Asset Management, INC | 40 | $2.74K | <0.01% | 0 | 13F-HRTimeline |
| Parallel Advisors, LLC | 37 | $2.5K | <0.01% | new | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 29 | $1.97K | <0.01% | new | 13F-HRTimeline |
| Sound Income Strategies, LLC | 8 | $544 | <0.01% | new | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |