# ISHARES TR US SML CP VALUE

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.

## Summary

- Issuer: ISHARES TR
- Class: US SML CP VALUE
- CUSIP: 46436E536
- 13F holders: 43
- 13F value: $143.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 43 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [MONEY CONCEPTS CAPITAL CORP](https://search.stillhousedata.com/firm/12963) | 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.](https://search.stillhousedata.com/firm/105690) | New York, NY | $4.7M | 131,534 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $2.1M | 58,200 |
| [Prepared Retirement Institute LLC](https://search.stillhousedata.com/firm/309603) | LANSDALE, PA | $1.6M | 43,165 |
| [TWO SIGMA INVESTMENTS, LP](https://search.stillhousedata.com/firm/137137) | 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](https://search.stillhousedata.com/firm/289273) | Dallas, TX | $1.0M | 24,271 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46436E536.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.