ISHARES TR US SML CP VALUE is a security (CUSIP 46436E536) tracked across SEC portfolio filings. 43 institutional managers reported $143.5M on Form 13F as of 2026-06-30.
Showing 15 of 43 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| MONEY CONCEPTS CAPITAL CORP | PALM BEACH GARDENS, FL | $118.2M | 2,828,726 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $5.7M | 158,826 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | New York, NY | $4.7M | 131,534 |
| LPL Financial LLC | FORT MILL, SC | $2.1M | 58,200 |
| Prepared Retirement Institute LLC | LANSDALE, PA | $1.6M | 43,165 |
| TWO SIGMA INVESTMENTS, LP | New York, NY | $1.3M | 36,300 |
| Global Assets Advisory, LLC | ORLANDO, FL | $1.2M | 28,898 |
| Mariner, LLC | Overland Park, KS | $1.2M | 32,962 |
| Apeiron RIA LLC | Dallas, TX | $1.0M | 24,271 |
| CITADEL ADVISORS LLC | MIAMI, FL | $997K | 27,741 |
| Well Done, LLC | HOLLAND, MI | $736K | 17,604 |
| Royal Bank of Canada | TORONTO, A6 | $608K | 16,930 |
| NovaPoint Capital, LLC | ATLANTA, GA | $511K | 12,218 |
| OpenArc Corporate Advisory, LLC | ATLANTA, GA | $468K | 11,204 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $446K | 12,408 |