# ISHARES TR (SMLF)

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

- Reporting holders: 13
- Reported value: $140.0M
- 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 |
|---|---|---|---|---|
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $81.9M | 980,722 | 3.3% | 15 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $19.2M | 229,923 | 1.2% | 5 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $15.6M | 183,849 | 0.7% | 1 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $7.9M | 94,299 | 0.8% | 4 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $5.5M | 65,813 | 0.4% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.7M | 56,683 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.8M | 21,170 | 0.0% | 7 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.2M | 14,655 | 0.7% | 2 |
| [Cassilly Financial Group LLC](https://holderbook.com/funds/2090777-cassilly-financial-group-llc/) | $1.0M | 12,275 | 0.7% | 4 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $664.8K | 7,956 | 0.2% | 8 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $431.2K | 5,160 | 0.1% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $16.7K | 200 | 0.0% | 3 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.0K | 36 | 0.0% | 4 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $84 | 616 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $140.0M |
| Q2 2026 | 303 | $3.6B |
| Q1 2026 | 271 | $3.1B |
| Q4 2025 | 265 | $2.3B |
| Q3 2025 | 237 | $2.0B |
| Q2 2025 | 215 | $1.5B |
| Q1 2025 | 193 | $1.4B |
| Q4 2024 | 182 | $1.2B |
| Q3 2024 | 156 | $1.1B |
| Q2 2024 | 147 | $868.0M |
| Q1 2024 | 139 | $833.2M |
| Q4 2023 | 123 | $710.1M |