# ISHARES TR US SML CAP EQT

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.

## Summary

- Issuer: ISHARES TR
- Class: US SML CAP EQT
- CUSIP: 46434V290
- Asset category: EC
- 13F holders: 297
- 13F value: $2.7B
- 13F period: 2026-06-30
- N-PORT fund positions: 2
- N-PORT value: $21.1M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 297 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Strategic Financial Services, Inc,](https://search.stillhousedata.com/firm/109677) | UTICA, NY | $289.6M | 3,836,442 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $224.1M | 2,968,821 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $195.1M | 2,584,398 |
| [Advance Capital Management, Inc.](https://search.stillhousedata.com/firm/110767) | SOUTHFIELD, MI | $116.7M | 1,545,786 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $116.6M | 1,544,842 |
| [Valmark Advisers, Inc.](https://search.stillhousedata.com/firm/108050) | AKRON, OH | $114.2M | 1,280,840 |
| [Acropolis Investment Management, LLC](https://search.stillhousedata.com/firm/121307) | 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](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $57.6M | 645,667 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $56.9M | 753,749 |
| [Modern Wealth Management, LLC](https://search.stillhousedata.com/firm/324624) | KANSAS CITY, MO | $55.8M | 733,974 |
| [Annex Advisory Services, LLC](https://search.stillhousedata.com/firm/127987) | ELM GROVE, WI | $55.7M | 625,277 |
| Financial Management Professionals, Inc. | AUSTIN, TX | $42.3M | 474,926 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [TOPS Aggressive Growth ETF Portfolio](https://search.stillhousedata.com/fund/S000031506) | Northern Lights Variable Trust | $18.5M | 599.33% |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $2.6M | 181.29% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46434v290.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.