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iShares Edge MSCI Multifactor USA Small-Cap ETF Institutional Ownership

(ETF)
SMLF 
$41.17
*  
0.892
2.21%
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*Delayed - data as of Oct. 16, 2018  -  Find a broker to begin trading SMLF now


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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 76.19%
Total Shares Outstanding (millions) 4
Total Value of Holdings (millions) $132

Active Positions

Holders Shares
Increased Positions 22 2,365,487
Decreased Positions 10 73,824
Held Positions 4 836,931
Total Institutional Shares 36 3,276,242

New and Sold Out Positions


Holders Shares
New Positions 7 494,787
Sold Out Positions 4 32,085

36 Institutional Holders
3,276,242 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
CORNERSTONE WEALTH MANAGEMENT, LLC 06/30/2018 1,724,402 1,706,046 9,294.21 69,455
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 06/30/2018 466,984 466,984 New 18,809
CWM, LLC 06/30/2018 208,073 117,619 130.03 8,381
TMD & ASSOCIATES, INC 09/30/2018 193,956 14,183 7.89 7,812
EDGE ADVISORS, LLC 06/30/2018 92,062 0 0.00 3,708
BLACKROCK INC. 06/30/2018 88,575 (4,786) (5.13) 3,568
BANK OF AMERICA CORP /DE/ 06/30/2018 85,652 (8,993) (9.5) 3,450
UBS GROUP AG 06/30/2018 73,501 862 1.19 2,960
TRILOGY CAPITAL INC. 06/30/2018 55,205 3,435 6.64 2,224
ARGI INVESTMENT SERVICES, LLC 06/30/2018 44,956 929 2.11 1,811
SMART MONEY GROUP LLC 06/30/2018 39,096 (2,043) (4.97) 1,575
STRATOS WEALTH PARTNERS, LTD. 06/30/2018 29,984 2,213 7.97 1,208
INTEGRATED WEALTH CONCEPTS LLC 06/30/2018 24,440 (1,002) (3.94) 984
LPL FINANCIAL LLC 06/30/2018 22,067 175 .80 889
COMMONWEALTH EQUITY SERVICES, LLC 06/30/2018 21,205 12,352 139.52 854

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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