# ISHARES TR (SMMD)

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

- Reporting holders: 12
- Reported value: $28.4M
- 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 |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $17.0M | 199,162 | 0.4% | 12 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $4.3M | 50,072 | 0.0% | 13 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.6M | 19,102 | 0.5% | 16 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $1.3M | 14,709 | 0.5% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.1M | 12,597 | 0.0% | 7 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $719.5K | 8,413 | 0.1% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $690.1K | 8,028 | 0.0% | 1 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $607.6K | 7,104 | 0.4% | 2 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $405.8K | 4,684 | 0.1% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $299.6K | 3,504 | 0.0% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $227.1K | 2,655 | 0.0% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $127.8K | 1,494 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $6.0K | 70,626 | 0.2% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $28.4M |
| Q2 2026 | 260 | $3.0B |
| Q1 2026 | 232 | $2.1B |
| Q4 2025 | 221 | $1.8B |
| Q3 2025 | 192 | $1.3B |
| Q2 2025 | 197 | $1.2B |
| Q1 2025 | 192 | $1.1B |
| Q4 2024 | 198 | $1.1B |
| Q3 2024 | 173 | $805.9M |
| Q2 2024 | 167 | $738.9M |
| Q1 2024 | 155 | $666.6M |
| Q4 2023 | 154 | $590.1M |