SMAX

ISHARES TR
$26.91-0.03 (-0.12%)BATS

Institutional Holders

33

as of Q4 2025

Total Shares Held

1.8332291874671647e+141B

Total Value

$4.941550534438218e+77T

% of Float

—

Price History

$24.58$25.24$25.89$26.55$27.21Oct 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1J. L. Bainbridge & Co., Inc.1,833,229$49.4M3.99%Share
2Client First Capital LLC187,467$5.1M2.13%Share
3BIP Wealth, LLC164,670$4.4M0.16%Share
4Grantvest Financial Group LLC81,291$2.2M1.40%Share
5FC Advisory LLC80,775$2.2M0.63%Share
6RAYMOND JAMES FINANCIAL INC77,872$2.0M0.00%Share
7Amplius Wealth Advisors, LLC48,101$1.3M0.11%Share
8Crewe Advisors LLC38,118$1.0M0.09%Share
9SUSQUEHANNA INTERNATIONAL GROUP, LLP51,333$1.0M0.00%Share
10GOLDMAN SACHS GROUP INC52,436$1.0M0.00%Share
11JIM SAULNIER & ASSOCIATES, LLC36,141$974K0.50%Share
12Crown Wealth Group, LLC30,093$811K0.23%Share
13Blue Sky Capital Consultants Group, Inc.23,307$628K0.27%Share
14Tradition Wealth Management, LLC21,934$591K0.04%Share
15ARS Investment Partners, LLC19,900$536K0.03%Share
16Lifestyle Asset Management, Inc.16,978$457K0.15%Share
17Kestra Investment Management, LLC14,445$389K0.01%Share
18Ausdal Financial Partners, Inc.11,600$312K0.01%Share
19Investment Partners Asset Management, Inc.8,162$220K0.14%Share
20Spire Wealth Management7,196$193K0.01%Share
21AE Wealth Management LLC4,454$120K0.00%Share
22Elevated Capital Advisors, LLC648$17K0.00%Share
23AE Wealth Management LLC97$2K0.00%Share
24Kingdom Financial Group LLC.1$00.00%Share
25RAYMOND JAMES FINANCIAL INC16,778$00.00%Share
26COMMONWEALTH EQUITY SERVICES, LLC27,778$00.00%Share
27IFP Advisors, Inc51$00.00%Share
28Creative Planning13,994$00.00%Share
29NATIONAL BANK OF CANADA /FI/425$00.00%Share
30Kovack Advisors, Inc.14,782$00.00%Share
31THRIVENT FINANCIAL FOR LUTHERANS7,810$00.00%Share
32Kestra Advisory Services, LLC15,881$00.00%Share
33ENVESTNET ASSET MANAGEMENT INC29,826$00.00%Share