# ISHARES TR (SMAX)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMAX/

- Reporting holders: 3
- Reported value: $2.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $2.3M | 80,533 | 0.6% | 5 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $242.7K | 8,522 | 0.1% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $213.3K | 7,488 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $2.7M |
| Q2 2026 | 38 | $53.7M |
| Q1 2026 | 34 | $62.0M |
| Q4 2025 | 32 | $79.2M |
| Q3 2025 | 26 | $56.8M |
| Q2 2025 | 25 | $62.4M |
| Q1 2025 | 38 | $84.8M |
| Q4 2024 | 46 | $86.2M |