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SMLF ISHARES TR

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SHS (fund)

235 managers (237 13F filers) reported a position in SMLF shares at 2025-09-30, 26,704,874 shares in all. 29 filers opened a position and 8 filers sold out during the quarter.

Managers
235
13F filers
237
New
29
Added
105
Reduced
53
Sold out
8
Shares held by filers
26,704,874

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.

HolderSharesValue% of portfolioChangeSource
Medallion Wealth Advisors, LLC420$31.2K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC378$28.1K0.01%013F-HRTimelineGroup
Atlantic Private Wealth, LLC250$18.6K0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS250$18.6K0.01%013F-HRTimeline
Root Financial Partners, LLC233$17.3K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.221$16.4K<0.01%+19213F-HRTimeline
MGB Wealth Management, LLC216$16.1K<0.01%013F-HRTimeline
Millstone Evans Group, LLC212$15.8K0.01%013F-HRTimeline
Parallel Advisors, LLC208$15.5K<0.01%+17113F-HRTimeline
Cherry Tree Wealth Management, LLC201$14.9K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…187$13.9K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC185$13.8K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC180$13.4K0.01%013F-HRTimeline
Integrity Financial Corp /WA176$13.1K0.01%013F-HRTimeline
HFM Investment Advisors, LLC170$12.6K0.01%-4613F-HRTimeline
Mendota Financial Group, LLC158$11.8K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC152$11.3K<0.01%-59613F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners122$9.07K<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC120$8.92K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…119$8.85K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…117$8.7K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC105$7.81K<0.01%+1013F-HRTimelineGroup
CoreCap Advisors, LLC105$7.81K<0.01%-5213F-HRTimeline
BARRETT & COMPANY, INC.72$5.35K<0.01%013F-HRTimeline
IFP Advisors, Inc71$5.28K<0.01%013F-HR/ATimeline
Painted Porch Advisors LLC65$4.83K<0.01%013F-HRTimeline
Signature Resources Capital Management,…57$4.24K<0.01%-49113F-HRTimeline
REDMONT WEALTH ADVISORS LLC50$3.72K0.01%013F-HRTimeline
AlphaCore Capital LLC48$3.56K<0.01%013F-HRTimeline
Costello Asset Management, INC40$3K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC29$2.16K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…26$1.93K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…13$967<0.01%-29513F-HRTimelineGroup
Sound Income Strategies, LLC8$595<0.01%013F-HRTimeline
Qube Research & Technologies Ltd3$223<0.01%-7313F-HRTimeline