ISHARES TR (SMIN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
112
Reporting holders
$465.5M
Reported value
0.1%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $76.1M | 1,076,243 | 0.02% | 13q | +928.5%+$68.7M |
| ALLIANCEBERNSTEIN L.P. | $64.7M | 1,078,987 | 0.02% | 10q | +7.4%+$4.5M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $38.4M | 542,849 | 0.42% | 12q | +15.1%+$5.0M |
| Informed Momentum Co LLC | $35.7M | 504,854 | 3.18% | 4q | +381.0%+$28.3M |
| Hillsdale Investment Management Inc. | $33.4M | 471,671 | 0.76% | 9q | -8.3%-$3.0M |
| Man Group plc | $24.6M | 348,444 | 0.04% | 4q | -7.1%-$1.9M |
| GOLDMAN SACHS GROUP INC | $22.0M | 310,444 | 0.00% | 9q | HELD |
| BANK OF AMERICA CORP /DE/ | $20.4M | 289,080 | 0.00% | 31q | -27.2%-$7.7M |
| MORGAN STANLEY | $19.7M | 278,711 | 0.00% | 35q | +6.3%+$1.2M |
| Connor, Clark & Lunn Investment Management Ltd. | $18.0M | 255,005 | 0.03% | new | NEW |
| FRANKLIN RESOURCES INC | $14.8M | 209,168 | 0.00% | 10q | -53.1%-$16.8M |
| Crumly & Associates Inc. | $13.5M | 191,179 | 2.59% | 11q | +1.8%+$241.6K |
| Mainsail Financial Group, LLC | $10.4M | 147,167 | 3.54% | 15q | +19.6%+$1.7M |
| SEI INVESTMENTS CO | $7.0M | 99,446 | 0.01% | 11q | +47.5%+$2.3M |
| AMERICAN CENTURY COMPANIES INC | $5.4M | 76,445 | 0.00% | 26q | -10.3%-$619.4K |
| UBS Group AG | $4.5M | 64,001 | 0.00% | 31q | +58.7%+$1.7M |
| Aberdeen Group plc | $4.5M | 63,806 | 0.01% | 6q | -5.4%-$258.5K |
| NEUBERGER BERMAN GROUP LLC | $4.3M | 61,317 | 0.00% | 11q | +195.9%+$2.8M |
| Highland Financial Advisors, LLC | $4.0M | 56,378 | 0.88% | 11q | +36.7%+$1.1M |
| Leibman Financial Services, Inc. | $3.8M | 54,262 | 2.55% | 11q | +4.6%+$167.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 35,173 | 0.00% | 19q | -81.8%-$13.9M |
| 626 Financial, LLC | $2.7M | 38,514 | 1.06% | 20q | +11.3%+$276.7K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 37,796 | 0.00% | 7q | HELD |
| Orion Porfolio Solutions, LLC | $2.0M | 28,688 | 0.02% | 11q | +101.5%+$1.0M |
| AMERIPRISE FINANCIAL INC | $2.0M | 27,747 | 0.00% | 11q | -56.1%-$2.5M |
| STIFEL FINANCIAL CORP | $1.7M | 23,436 | 0.00% | 6q | +16.3%+$232.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 21,541 | 0.00% | 12q | +9.0%+$126.3K |
| ROYAL BANK OF CANADA | $1.4M | 19,528 | 0.00% | 31q | +38.4%+$383.3K |
| VestGen Advisors, LLC | $1.3M | 18,862 | 0.04% | 5q | +16.3%+$186.9K |
| HighTower Advisors, LLC | $1.2M | 16,752 | 0.00% | 19q | -1.3%-$15.6K |
| Cresset Asset Management, LLC | $1.2M | 16,645 | 0.00% | new | NEW |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $1.1M | 15,592 | 0.00% | 7q | +164.6%+$686.1K |
| Integrated Wealth Concepts LLC | $1.0M | 14,674 | 0.01% | new | NEW |
| MANNING & NAPIER ADVISORS LLC | $952.5K | 13,466 | 0.01% | 9q | -34.2%-$495.7K |
| Legal & General Group Plc | $951.3K | 13,450 | 0.00% | 12q | HELD |
| Blue Trust, Inc. | $907.4K | 12,828 | 0.01% | 10q | +141.2%+$531.2K |
| Wealthfront Advisers LLC | $851.0K | 12,031 | 0.00% | 13q | -12.4%-$120.0K |
| MML INVESTORS SERVICES, LLC | $682.4K | 9,648 | 0.00% | 12q | +4.7%+$30.5K |
| TRUIST FINANCIAL CORP | $682.0K | 9,643 | 0.00% | 9q | +4.0%+$26.5K |
| Equitable Holdings, Inc. | $650.6K | 9,198 | 0.00% | 16q | -1.5%-$9.7K |
| Belpointe Asset Management LLC | $605.8K | 8,564 | 0.02% | 12q | -24.5%-$196.7K |
| Creative Planning | $539.9K | 7,634 | 0.00% | 9q | +38.8%+$151.0K |
| WESBANCO BANK INC | $537.1K | 7,593 | 0.01% | 2q | +95.0%+$261.7K |
| Arax Advisory Partners | $485.5K | 6,864 | 0.00% | 2q | -4.2%-$21.5K |
| OLD MISSION CAPITAL LLC | $482.6K | 6,823 | 0.01% | 11q | -82.4%-$2.3M |
| Bryn Mawr Trust Advisors, LLC | $451.6K | 6,385 | 0.02% | 12q | HELD |
| Kestra Advisory Services, LLC | $421.7K | 5,962 | 0.00% | 12q | -16.8%-$85.4K |
| Cetera Investment Advisers | $410.6K | 5,805 | 0.00% | 10q | -16.0%-$78.4K |
| CAPTRUST FINANCIAL ADVISORS | $399.1K | 5,642 | 0.00% | new | NEW |
| GOULD ASSET MANAGEMENT LLC /CA/ | $398.2K | 5,630 | 0.06% | 24q | HELD |
| OneDigital Investment Advisors LLC | $395.6K | 5,594 | 0.00% | new | NEW |
| D. E. Shaw & Co., Inc. | $378.5K | 5,351 | 0.00% | 6q | -52.8%-$423.8K |
| McAdam, LLC | $359.6K | 5,084 | 0.01% | 3q | -12.0%-$48.9K |
| Knollwood Investment Advisory, LLC | $353.6K | 5,000 | 0.03% | 15q | HELD |
| Westerkirk Capital Inc. | $353.5K | 4,998 | 0.03% | 4q | HELD |
| GHP Investment Advisors, Inc. | $346.5K | 4,899 | 0.01% | 23q | HELD |
| Texas Yale Capital Corp. | $313.0K | 4,425 | 0.01% | 6q | -60.1%-$471.6K |
| National Philanthropic Trust | $302.1K | 4,271 | 0.00% | 3q | HELD |
| Global Retirement Partners, LLC | $300.0K | 4,242 | 0.00% | 2q | +84.4%+$137.4K |
| Summit Financial, LLC | $287.7K | 4,067 | 0.00% | 4q | -89.7%-$2.5M |
| PNC Financial Services Group, Inc. | $273.4K | 3,865 | 0.00% | 24q | -5.3%-$15.2K |
| WELLS FARGO & COMPANY/MN | $264.2K | 3,736 | 0.00% | 15q | -32.8%-$129.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $235.4K | 3,329 | 0.00% | 24q | -8.2%-$20.9K |
| Grey Ledge Advisors, LLC | $226.7K | 3,205 | 0.05% | 21q | -5.7%-$13.8K |
| 180 WEALTH ADVISORS, LLC | $217.9K | 3,081 | 0.02% | new | NEW |
| OSAIC HOLDINGS, INC. | $216.5K | 3,061 | 0.00% | 26q | +8.2%+$16.3K |
| Perigon Wealth Management, LLC | $213.4K | 3,017 | 0.00% | new | NEW |
| CAPITAL MANAGEMENT CORP /VA | $202.3K | 2,860 | 0.03% | new | NEW |
| IFG Advisory, LLC | $185.1K | 2,617 | 0.01% | new | NEW |
| THOMPSON INVESTMENT MANAGEMENT, INC. | $141.7K | 2,003 | 0.02% | 14q | HELD |
| FMR LLC | $140.2K | 1,982 | 0.00% | 19q | +7.9%+$10.3K |
| Rockefeller Capital Management L.P. | $134.3K | 1,898 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $120.2K | 1,700 | 0.00% | 6q | +54.5%+$42.4K |
| BLAIR WILLIAM & CO/IL | $84.0K | 1,188 | 0.00% | 11q | +8.1%+$6.3K |
| Finley Financial, LLC | $79.9K | 1,130 | 0.03% | 3q | +21.5%+$14.1K |
| Highland Investment Advisors LLC | $64.8K | 916 | 0.03% | new | FIRST |
| BARD ASSOCIATES INC | $61.9K | 875 | 0.01% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $55.5K | 785 | 0.00% | 11q | +35.8%+$14.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $46.5K | 657 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $45.0K | 636 | 0.00% | new | NEW |
| HighMark Wealth Management LLC | $43.5K | 615 | 0.01% | 8q | HELD |
| FIFTH THIRD BANCORP | $37.0K | 524 | 0.00% | 2q | +1.4% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.3K | 485 | 0.00% | 14q | -3.2%-$1.1K |
| HARBOR INVESTMENT ADVISORY, LLC | $28.3K | 400 | 0.00% | 11q | -11.1%-$3.5K |
| NewEdge Advisors, LLC | $27.1K | 383 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $25.6K | 365 | 0.00% | 19q | HELD |
| MB, LEVIS & ASSOCIATES, LLC | $21.5K | 304 | 0.01% | 15q | HELD |
| Farther Finance Advisors, LLC | $19.7K | 279 | 0.00% | 4q | -34.2%-$10.2K |
| CITIGROUP INC | $18.2K | 257 | 0.00% | 12q | +99.2%+$9.1K |
| Federation des caisses Desjardins du Quebec | $17.7K | 250 | 0.00% | 34q | -10.7%-$2.1K |
| Allworth Financial LP | $16.1K | 227 | 0.00% | 10q | HELD |
| Larson Financial Group LLC | $14.1K | 200 | 0.00% | 4q | HELD |
| Sankala Group LLC | $14.1K | 197 | 0.01% | 3q | HELD |
| AlphaCore Capital LLC | $9.2K | 131 | 0.00% | 5q | HELD |
| Parallel Advisors, LLC | $8.8K | 125 | 0.00% | 13q | HELD |
| AE Wealth Management LLC | $8.7K | 122 | 0.00% | 7q | HELD |
| TD Waterhouse Canada Inc. | $6.2K | 88 | 0.00% | 19q | HELD |
| ANGELES WEALTH MANAGEMENT, LLC | $6.0K | 85 | 0.00% | 2q | +107.3%+$3.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $3.9K | 55 | 0.00% | 3q | HELD |
| Realta Investment Advisors | $3.9K | 54 | 0.00% | 4q | HELD |
Showing the largest 100 of 117 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 112 | $465.5M | 6,737,495 | 17 | 36 | 29 | 0.1% |
| Q1 2026 | 104 | $336.6M | 5,434,867 | 9 | 30 | 38 | 0.2% |
| Q4 2025 | 121 | $435.4M | 6,221,757 | 15 | 40 | 40 | 0.1% |
| Q3 2025 | 112 | $490.0M | 6,807,280 | 13 | 25 | 49 | 0.3% |
| Q2 2025 | 129 | $523.0M | 6,738,949 | 18 | 45 | 40 | 0.6% |
| Q1 2025 | 123 | $502.2M | 7,332,823 | 22 | 34 | 40 | 0.5% |
| Q4 2024 | 140 | $570.6M | 7,428,754 | 19 | 41 | 42 | 0.4% |
| Q3 2024 | 146 | $601.7M | 6,631,680 | 23 | 54 | 35 | 5.4% |
| Q2 2024 | 138 | $568.8M | 7,019,872 | 20 | 56 | 33 | 0.2% |
| Q1 2024 | 126 | $605.6M | 8,472,094 | 36 | 46 | 23 | 0.9% |
| Q4 2023 | 107 | $361.9M | 5,164,362 | 38 | 27 | 19 | 0.6% |
| Q3 2023 | 68 | $245.9M | 3,886,079 | 17 | 22 | 6 | 0.4% |
| Q2 2023 | 57 | $126.7M | 2,166,238 | 10 | 15 | 10 | 0.2% |
| Q1 2023 | 55 | $145.1M | 2,909,625 | 6 | 10 | 19 | 0.1% |
| Q4 2022 | 57 | $199.2M | 3,839,443 | 8 | 15 | 16 | 0.2% |
| Q3 2022 | 63 | $187.3M | 3,556,567 | 9 | 15 | 23 | 0.0% |
| Q2 2022 | 64 | $175.0M | 3,586,663 | 7 | 12 | 28 | 0.0% |
| Q1 2022 | 64 | $243.0M | 4,308,674 | 7 | 15 | 26 | 0.0% |
| Q4 2021 | 67 | $269.7M | 4,426,550 | 12 | 23 | 19 | 0.9% |
| Q3 2021 | 59 | $227.0M | 3,777,369 | 9 | 18 | 19 | 0.0% |
| Q2 2021 | 57 | $198.9M | 3,643,322 | 9 | 16 | 17 | 0.0% |
| Q1 2021 | 63 | $185.2M | 3,777,039 | 17 | 23 | 8 | 0.0% |
| Q4 2020 | 51 | $133.4M | 3,151,712 | 7 | 15 | 19 | 0.0% |
| Q3 2020 | 50 | $113.1M | 3,155,883 | 6 | 16 | 14 | 0.0% |
| Q2 2020 | 50 | $89.0M | 3,045,767 | 6 | 15 | 19 | 0.0% |
| Q1 2020 | 54 | $118.4M | 4,670,277 | 8 | 17 | 16 | 0.0% |
| Q4 2019 | 63 | $173.8M | 4,835,697 | 14 | 15 | 14 | 0.0% |
| Q3 2019 | 55 | $164.9M | 4,690,531 | 8 | 15 | 16 | 0.0% |
| Q2 2019 | 57 | $143.1M | 3,708,088 | 9 | 16 | 14 | 0.0% |
| Q1 2019 | 57 | $128.8M | 3,183,163 | 16 | 17 | 16 | 0.0% |
| Q4 2018 | 46 | $126.4M | 3,276,433 | 3 | 1 | 2 | 0.0% |