ISHARES TR US SML CAP EQT is a security (CUSIP 46434V290) tracked across SEC portfolio filings. 297 institutional managers reported $2.7B on Form 13F as of 2026-06-30; 2 registered fund positions totaling $21.1M via N-PORT as of 2026-03-31.
Showing 15 of 297 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Strategic Financial Services, Inc, | UTICA, NY | $289.6M | 3,836,442 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $224.1M | 2,968,821 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $195.1M | 2,584,398 |
| Advance Capital Management, Inc. | SOUTHFIELD, MI | $116.7M | 1,545,786 |
| LPL Financial LLC | FORT MILL, SC | $116.6M | 1,544,842 |
| Valmark Advisers, Inc. | AKRON, OH | $114.2M | 1,280,840 |
| Acropolis Investment Management, LLC | ST. LOUIS, MO | $87.6M | 982,634 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $75.7M | 1,002,137 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | WASHINGTON, DC | $59.5M | 667,125 |
| FMR LLC | BOSTON, MA | $59.1M | 782,568 |
| HighTower Advisors, LLC | CHICAGO, IL | $57.6M | 645,667 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $56.9M | 753,749 |
| Modern Wealth Management, LLC | KANSAS CITY, MO | $55.8M | 733,974 |
| Annex Advisory Services, LLC | ELM GROVE, WI | $55.7M | 625,277 |
| Financial Management Professionals, Inc. | AUSTIN, TX | $42.3M | 474,926 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| TOPS Aggressive Growth ETF Portfolio | Northern Lights Variable Trust | $18.5M | 599.33% |
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $2.6M | 181.29% |