ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| Main Street Research LLC | 4.14% | 4.76% | #2 | $87.8M | 2.0M | $81.9M | 2.0M | +68,729+3.51% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #81 | $33.5M | 774,242 | $29.7M | 711,625 | +62,617+8.80% | Add | |
| EVOLVE PRIVATE WEALTH, LLC | 1.82% | 1.45% | #7 | $29.8M | 688,053 | $27.1M | 647,545 | +40,508+6.26% | Add | |
| Larson Financial Group LLC | 0.57% | 0.51% | #16 | $21.6M | 500,113 | $16.0M | 383,573 | +116,540+30.38% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #74 | $17.3M | 399,825 | $17.0M | 407,626 | -7,801-1.91% | Reduce | |
| TRB Wealth Management, LLC | 2.29% | 2.27% | #5 | $17.2M | 397,446 | $16.0M | 382,319 | +15,127+3.96% | Add | |
| Phoenix Wealth Advisors | 4.06% | 4.33% | #3 | $12.0M | 278,022 | $11.0M | 262,181 | +15,841+6.04% | Add | |
| Causey Wealth LLC | 4.65% | 4.86% | #1 | $11.9M | 274,582 | $11.4M | 273,860 | +722+0.26% | Add | |
| Modern Wealth Management, LLC | 0.14% | 0.21% | #42 | $11.8M | 271,793 | $12.0M | 282,349 | -10,556-3.74% | Reduce | |
| Janney Montgomery Scott LLC | 0.02% | 0.03% | #58 | $11.1M | 256,093 | $10.7M | 257,086 | -993-0.39% | Reduce | |
| Financial Strategies Group, Inc. | 1.62% | 1.64% | #8 | $10.1M | 231,225 | $9.8M | 222,638 | +8,587+3.86% | Add | |
| Cetera Investment Advisers | 0.01% | 0.01% | #75 | $10.0M | 231,319 | $7.5M | 179,253 | +52,066+29.05% | Add | |
| Advisors Capital Management, LLC | 0.09% | 0.07% | #45 | $9.0M | 207,092 | $6.1M | 146,005 | +61,087+41.84% | Add | |
| COURIER CAPITAL LLC | 0.41% | 0.42% | #20 | $8.3M | 190,869 | $7.6M | 180,890 | +9,979+5.52% | Add | |
| Eagle Strategies LLC | 0.77% | 0.91% | #10 | $7.8M | 180,163 | $7.6M | 181,789 | -1,626-0.89% | Reduce | |
| SouthState Bank Corp | 0.32% | 0.32% | #27 | $7.7M | 177,569 | $6.8M | 163,270 | +14,299+8.76% | Add | |
| Focus Financial Network, Inc. | 0.22% | 0.02% | #34 | $7.1M | 164,366 | $540,512 | 12,934 | +151,432+1,170.81% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #89 | $6.9M | 159,583 | $6.0M | 142,736 | +16,847+11.80% | Add | |
| McAdam, LLC | 0.25% | 0.3% | #33 | $6.4M | 148,750 | $6.6M | 158,851 | -10,101-6.36% | Reduce | |
| Beacon Pointe Advisors, LLC | 0.03% | 0.03% | #55 | $6.3M | 145,343 | $6.2M | 148,548 | -3,205-2.16% | Reduce | |
| Cerity Partners LLC | 0.01% | 0.01% | #84 | $5.7M | 131,059 | $5.6M | 132,959 | -1,900-1.43% | Reduce | |
| Beaird Harris Wealth Management, LLC | 0.35% | 0.37% | #26 | $5.5M | 127,193 | $5.4M | 128,925 | -1,732-1.34% | Reduce | |
| Bedel Financial Consulting, Inc. | 0.49% | 0.57% | #18 | $5.3M | 121,298 | $5.1M | 121,055 | +243+0.20% | Add | |
| EXCHANGE TRADED CONCEPTS, LLC | 0.02% | 0.04% | #57 | $5.0M | 114,460 | $5.9M | 140,332 | -25,872-18.44% | Reduce | |
| Williams & Novak, LLC | 3.16% | 1.86% | #4 | $4.8M | 110,204 | $2.5M | 58,374 | +51,830+88.79% | Add | |
| Bell Investment Advisors, Inc | 0.66% | 0.71% | #13 | $4.5M | 104,448 | $4.5M | 108,835 | -4,387-4.03% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.01% | #76 | $4.4M | 101,461 | $3.8M | 91,699 | +9,762+10.65% | Add | |
| White Wing Wealth Management | 2.02% | 2.15% | #6 | $3.9M | 89,517 | $3.6M | 85,631 | +3,886+4.54% | Add | |
| Financial Freedom, LLC | 1.6% | 1.5% | #9 | $3.5M | 80,592 | $3.0M | 72,081 | +8,511+11.81% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #127 | $3.4M | 79,035 | $3.0M | 70,595 | +8,440+11.96% | Add | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #100 | $3.4M | 78,282 | $3.5M | 83,128 | -4,846-5.83% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | <0.01% | 0.01% | #97 | $3.4M | 77,646 | $4.1M | 98,278 | -20,632-20.99% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #125 | $3.2M | 74,742 | $501,940 | 12,011 | +62,731+522.28% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #111 | $3.1M | 71,491 | $3.0M | 70,949 | +542+0.76% | Add | |
| Intrua Financial, LLC | 0.27% | 0.26% | #31 | $3.0M | 69,266 | $2.6M | 61,363 | +7,903+12.88% | Add | |
| JBF Capital, Inc. | 0.32% | 0.35% | #28 | $2.4M | 56,312 | $2.4M | 56,312 | 00.00% | Unchanged | |
| Farther Finance Advisors, LLC | 0.02% | 0.02% | #60 | $2.4M | 55,975 | $2.4M | 57,542 | -1,567-2.72% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | <0.01% | #101 | $2.3M | 53,214 | $2.3M | 53,983 | -769-1.42% | Reduce | |
| AllGen Financial Advisors, Inc. | 0.5% | — | #17 | $2.3M | 53,150 | $0 | 0 | +53,150 | New Buy | |
| KWB Wealth | 0.19% | 0.14% | #37 | $2.2M | 51,346 | $1.4M | 34,149 | +17,197+50.36% | Add | |
| Faithward Advisors, LLC | 0.27% | 0.13% | #32 | $2.2M | 51,063 | $945,990 | 22,637 | +28,426+125.57% | Add | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #104 | $1.9M | 44,061 | $2.4M | 56,531 | -12,470-22.06% | Reduce | |
| Glass Jacobson Investment Advisors llc | 0.59% | 0.64% | #15 | $1.9M | 43,524 | $1.9M | 44,337 | -813-1.83% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #117 | $1.9M | 42,993 | $1.7M | 40,135 | +2,858+7.12% | Add | |
| Breakwater Capital Group | 0.21% | 0.2% | #35 | $1.8M | 40,916 | $1.5M | 34,941 | +5,975+17.10% | Add | |
| BENJAMIN EDWARDS INC | 0.02% | 0.02% | #66 | $1.7M | 39,083 | $1.7M | 39,806 | -723-1.82% | Reduce | |
| Bank of New York Mellon Corp | <0.01% | <0.01% | #123 | $1.6M | 37,123 | $1.5M | 36,038 | +1,085+3.01% | Add | |
| Waverly Advisors, LLC | 0.01% | 0.01% | #77 | $1.5M | 35,340 | $1.5M | 35,101 | +239+0.68% | Add | |
| Modera Wealth Management, LLC | 0.02% | 0.02% | #65 | $1.5M | 34,684 | $1.4M | 34,684 | 00.00% | Unchanged | |
| Integrated Wealth Concepts LLC | 0.01% | 0.01% | #82 | $1.4M | 33,495 | $682,308 | 16,327 | +17,168+105.15% | Add |