As of 31 Dec 2025, 32 institutional investors reported holding 2,938,474 shares of iSHARES TRUST - Common Stock (SMAX). This represents 63% of the company’s total 4,642,857 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (SMAX) together control 63% 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. | 39% | 1,833,229 | +35% | 4% | $49,415,421 |
| Client First Capital LLC | 4% | 187,467 | +0.18% | 2.2% | $5,053,260 |
| BIP Wealth, LLC | 3.5% | 164,670 | 0.16% | $4,438,750 | |
| RAYMOND JAMES FINANCIAL INC | 2% | 94,650 | 0% | $2,551,329 | |
| Grantvest Financial Group LLC | 1.8% | 81,291 | +47% | 1.4% | $2,191,239 |
| FC Advisory LLC | 1.7% | 80,775 | +211% | 0.63% | $2,177,319 |
| GOLDMAN SACHS GROUP INC | 1.1% | 52,436 | +50% | 0% | $1,413,433 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.1% | 51,333 | 0% | $1,383,702 | |
| Amplius Wealth Advisors, LLC | 1% | 48,101 | 0% | 0.11% | $1,296,582 |
| Crewe Advisors LLC | 0.82% | 38,118 | +11% | 0.09% | $1,027,486 |
| JIM SAULNIER & ASSOCIATES, LLC | 0.78% | 36,141 | -0.73% | 0.5% | $974,195 |
| Crown Wealth Group, LLC | 0.65% | 30,093 | +0.97% | 0.23% | $811,169 |
| ENVESTNET ASSET MANAGEMENT INC | 0.64% | 29,826 | +20% | 0% | $803,983 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.6% | 27,778 | +7.9% | 0% | $748,770 |
| Blue Sky Capital Consultants Group, Inc. | 0.5% | 23,307 | 0.27% | $628,250 | |
| Tradition Wealth Management, LLC | 0.47% | 21,934 | +0.02% | 0.04% | $591,252 |
| ARS Investment Partners, LLC | 0.43% | 19,900 | 0% | 0.03% | $536,412 |
| Lifestyle Asset Management, Inc. | 0.37% | 16,978 | 0.15% | $457,649 | |
| Kestra Advisory Services, LLC | 0.34% | 15,881 | 0% | $428,069 | |
| Kovack Advisors, Inc. | 0.32% | 14,783 | 0.02% | $398,492 | |
| Kestra Investment Management, LLC | 0.31% | 14,445 | 0.01% | $389,371 | |
| Creative Planning | 0.3% | 13,994 | 0% | 0% | $377,214 |
| Ausdal Financial Partners, Inc. | 0.25% | 11,600 | +49% | 0.01% | $312,683 |
| Investment Partners Asset Management, Inc. | 0.18% | 8,162 | 0% | 0.14% | $220,010 |
| Thrivent Financial for Lutherans | 0.17% | 7,810 | 0% | $211,000 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 2,938,474 | $79,208,283 | +$22,106,222 | $26.96 | 32 |
| 2025 Q3 | 2,119,550 | $56,762,000 | -$7,329,300 | $26.78 | 26 |
| 2025 Q2 | 2,395,537 | $62,364,793 | -$22,055,490 | $26.04 | 25 |
| 2025 Q1 | 3,280,072 | $82,136,394 | -$3,609,548 | $25.04 | 37 |
| 2024 Q4 | 3,419,652 | $86,179,360 | +$81,235,674 | $25.20 | 46 |