As of 30 Sep 2025, 121 institutional investors reported holding 4,775,779 shares of ISHARES TR - MSCI USA SMCP MN (SMMV).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 108,627 | $4,706,802 | -$302,359 | $43.33 | 6 |
| 2025 Q3 | 4,775,779 | $205,587,736 | -$39,194,381 | $43.05 | 121 |
| 2025 Q2 | 5,697,369 | $239,332,456 | +$28,397,984 | $42.01 | 124 |
| 2025 Q1 | 5,094,424 | $211,160,224 | -$14,226,217 | $41.45 | 121 |
| 2024 Q4 | 5,681,100 | $235,503,349 | -$12,595,826 | $41.46 | 123 |
| 2024 Q3 | 5,992,701 | $244,421,233 | -$537,752,202 | $40.80 | 122 |
| 2024 Q2 | 19,192,486 | $715,794,612 | -$15,198,147 | $37.30 | 123 |
| 2024 Q1 | 19,610,886 | $734,417,251 | -$238,828,227 | $37.45 | 121 |
| 2023 Q4 | 12,572 | $448,693 | -$20,129 | $35.69 | 1 |
| 2023 Q3 | 24,792,789 | $819,387,362 | +$37,162,198 | $33.05 | 113 |
| 2023 Q2 | 23,648,271 | $810,665,180 | +$42,139,396 | $34.28 | 117 |
| 2023 Q1 | 22,459,027 | $779,009,021 | +$27,044,098 | $34.68 | 124 |
| 2022 Q4 | 21,658,753 | $749,442,521 | +$41,455,630 | $34.60 | 125 |
| 2022 Q3 | 20,477,419 | $654,339,860 | +$30,151,431 | $31.91 | 119 |
| 2022 Q2 | 19,430,077 | $661,992,510 | +$12,755,219 | $34.07 | 117 |
| 2022 Q1 | 18,971,723 | $705,377,547 | +$1,881,357 | $37.18 | 120 |
| 2021 Q4 | 19,032,868 | $743,948,963 | +$3,756,571 | $39.09 | 130 |
| 2021 Q3 | 18,684,039 | $693,060,750 | +$8,916,556 | $37.08 | 121 |
| 2021 Q2 | 18,173,705 | $691,474,887 | +$1,580,897 | $38.04 | 116 |
| 2021 Q1 | 18,452,307 | $679,297,166 | -$55,346,492 | $36.85 | 113 |
| 2020 Q4 | 19,860,848 | $674,996,198 | -$55,712,970 | $33.89 | 118 |
| 2020 Q3 | 21,101,053 | $616,761,573 | +$15,440,428 | $29.22 | 104 |
| 2020 Q2 | 19,889,490 | $577,465,751 | +$231,391,791 | $28.99 | 101 |
| 2020 Q1 | 11,811,179 | $305,648,397 | +$44,035,314 | $25.86 | 96 |
| 2019 Q4 | 9,673,050 | $343,054,252 | +$82,433,880 | $35.47 | 88 |
| 2019 Q3 | 6,643,923 | $228,127,000 | +$104,991,306 | $34.33 | 71 |
| 2019 Q2 | 3,391,882 | $113,435,000 | +$59,210,237 | $33.33 | 51 |
| 2019 Q1 | 1,638,952 | $52,949,000 | +$6,546,380 | $32.23 | 44 |
| 2018 Q4 | 1,425,867 | $43,041,000 | +$16,943,626 | $29.04 | 30 |
| 2018 Q3 | 801,996 | $26,409,000 | +$13,165,856 | $32.68 | 17 |
| 2018 Q2 | 580,041 | $18,243,000 | +$7,472,217 | $31.20 | 14 |
| 2018 Q1 | 240,633 | $6,894,000 | +$489,828 | $28.69 | 10 |
| 2017 Q4 | 223,070 | $6,509,000 | +$3,214,434 | $29.18 | 11 |
| 2017 Q3 | 113,358 | $3,210,000 | +$1,580,295 | $28.27 | 9 |
| 2017 Q2 | 97,143 | $2,674,000 | -$489,443 | $27.53 | 8 |
| 2017 Q1 | 116,521 | $3,126,000 | +$1,516,851 | $26.86 | 9 |
| 2016 Q4 | 60,272 | $1,565,000 | -$949,763 | $25.98 | 4 |
| 2016 Q3 | 100,273 | $2,458,000 | +$2,458,002 | $24.51 | 2 |