As of 30 Sep 2025, 26 institutional investors reported holding 2,119,550 shares of iSHARES TRUST - Common Stock (SMAX). This represents 46% of the company’s total 4,642,857 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (SMAX) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 29% | 1,359,458 | -1.5% | 3.1% | $36,406,285 |
| Client First Capital LLC | 4% | 187,139 | +0.06% | 2.2% | $5,011,595 |
| Strategic Blueprint, LLC | 2.1% | 95,847 | -72% | 0.11% | $2,566,785 |
| Grantvest Financial Group LLC | 1.2% | 55,252 | -15% | 1% | $1,479,649 |
| Amplius Wealth Advisors, LLC | 1% | 48,101 | -4% | 0.11% | $1,288,145 |
| JIM SAULNIER & ASSOCIATES, LLC | 0.78% | 36,408 | -0.23% | 0.54% | $975,010 |
| GOLDMAN SACHS GROUP INC | 0.76% | 35,068 | -12% | 0% | $939,121 |
| CITADEL ADVISORS LLC | 0.75% | 34,722 | 0% | $929,855 | |
| Crewe Advisors LLC | 0.74% | 34,392 | 0% | 0.09% | $921,018 |
| Crown Wealth Group, LLC | 0.64% | 29,803 | +68% | 0.24% | $798,124 |
| FC Advisory LLC | 0.56% | 25,988 | 0.2% | $695,959 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.55% | 25,749 | 0% | 0% | $690,000 |
| OLD MISSION CAPITAL LLC | 0.54% | 25,066 | -29% | 0.02% | $671,267 |
| ENVESTNET ASSET MANAGEMENT INC | 0.53% | 24,837 | -2.6% | 0% | $665,135 |
| Tradition Wealth Management, LLC | 0.47% | 21,929 | -0.35% | 0.04% | $587,248 |
| ARS Investment Partners, LLC | 0.43% | 19,900 | 0% | 0.04% | $532,922 |
| Creative Planning | 0.3% | 13,994 | 0% | 0% | $374,759 |
| Snowden Capital Advisors LLC | 0.25% | 11,466 | -26% | 0.01% | $307,059 |
| Signal Advisors Wealth, LLC | 0.21% | 9,853 | -22% | 0.02% | $263,863 |
| Investment Partners Asset Management, Inc. | 0.18% | 8,162 | 0% | 0.14% | $218,578 |
| Ausdal Financial Partners, Inc. | 0.17% | 7,768 | 0.01% | $208,027 | |
| AE Wealth Management LLC | 0.14% | 6,724 | 0% | $180,071 | |
| Advisory Services Network, LLC | 0.03% | 1,350 | 0% | $36,153 | |
| NATIONAL BANK OF CANADA /FI/ | 0.01% | 425 | 0% | 0% | $11,382 |
| UBS Group AG | 0% | 98 | -90% | 0% | $2,624 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 128,876 | $3,473,901 | +$1,212,942 | $26.96 | 2 |
| 2025 Q3 | 2,119,550 | $56,762,000 | -$7,329,294 | $26.78 | 26 |
| 2025 Q2 | 2,395,537 | $62,364,793 | -$22,055,493 | $26.04 | 25 |
| 2025 Q1 | 3,280,072 | $82,136,394 | -$3,609,549 | $25.04 | 37 |
| 2024 Q4 | 3,419,652 | $86,179,360 | +$81,235,679 | $25.20 | 46 |