Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / MSCI USA SMCP MN
-
Total 13F shares
-
4,775,779
-
Share change
-
-911,673
-
Total reported value
-
$205,587,736
-
Price per share
-
$43.05
-
Number of holders
-
121
-
Value change
-
-$39,194,381
-
Number of buys
-
48
-
Number of sells
-
52
Institutional Holders of ISHARES TR - MSCI USA SMCP MN (SMMV) as of Q3 2025
As of 30 Sep 2025,
ISHARES TR - MSCI USA SMCP MN (SMMV) was held by
121 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,775,779 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, WELLS FARGO & COMPANY/MN, WEALTH MANAGEMENT RESOURCES, INC., RAYMOND JAMES FINANCIAL INC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC, Brickley Wealth Management, ROYAL BANK OF CANADA, and Creative Planning.
This page lists
121
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.