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 | 218,178 | $9,453,671 | -$358,104 | $43.33 | 16 |
| 2025 Q3 | 4,775,779 | $205,587,736 | -$39,194,406 | $43.05 | 121 |
| 2025 Q2 | 5,697,369 | $239,332,456 | +$28,397,955 | $42.01 | 124 |
| 2025 Q1 | 5,094,424 | $211,160,224 | -$19,293,220 | $41.45 | 121 |
| 2024 Q4 | 5,687,851 | $235,789,167 | -$7,622,758 | $41.46 | 124 |
| 2024 Q3 | 6,001,713 | $244,788,911 | -$537,649,910 | $40.80 | 123 |
| 2024 Q2 | 19,198,985 | $716,036,971 | -$15,973,595 | $37.30 | 124 |
| 2024 Q1 | 19,629,825 | $734,995,712 | -$229,184,904 | $37.45 | 123 |
| 2023 Q4 | 25,765,650 | $919,566,178 | +$35,723,306 | $35.69 | 121 |
| 2023 Q3 | 24,805,925 | $819,821,512 | +$37,592,054 | $33.05 | 114 |
| 2023 Q2 | 23,661,408 | $811,115,508 | +$42,113,175 | $34.28 | 119 |
| 2023 Q1 | 22,472,928 | $779,491,103 | +$26,948,816 | $34.68 | 127 |
| 2022 Q4 | 21,673,251 | $749,944,128 | +$41,445,056 | $34.60 | 127 |
| 2022 Q3 | 20,491,875 | $654,801,140 | +$31,256,681 | $31.91 | 120 |
| 2022 Q2 | 19,444,512 | $662,484,318 | +$12,703,297 | $34.07 | 118 |
| 2022 Q1 | 19,057,056 | $708,550,278 | +$348,485 | $37.18 | 122 |
| 2021 Q4 | 19,105,118 | $746,777,515 | +$5,039,672 | $39.09 | 132 |
| 2021 Q3 | 18,709,613 | $694,010,739 | +$9,183,892 | $37.08 | 121 |
| 2021 Q2 | 18,199,471 | $692,456,113 | +$4,231,555 | $38.04 | 116 |
| 2021 Q1 | 18,383,951 | $677,558,551 | -$55,462,396 | $36.85 | 112 |
| 2020 Q4 | 19,888,740 | $675,941,470 | -$55,827,335 | $33.89 | 119 |
| 2020 Q3 | 21,101,053 | $616,761,573 | +$19,147,499 | $29.22 | 104 |
| 2020 Q2 | 19,889,490 | $577,465,751 | +$231,724,393 | $28.99 | 101 |
| 2020 Q1 | 11,811,179 | $305,648,397 | +$43,945,607 | $25.86 | 96 |
| 2019 Q4 | 9,720,078 | $344,722,252 | +$82,656,565 | $35.47 | 89 |
| 2019 Q3 | 6,683,319 | $229,479,000 | +$105,292,553 | $34.33 | 72 |
| 2019 Q2 | 3,391,882 | $113,435,000 | +$59,210,274 | $33.33 | 51 |
| 2019 Q1 | 1,638,952 | $52,949,000 | +$6,546,369 | $32.23 | 44 |
| 2018 Q4 | 1,425,867 | $43,041,000 | +$16,943,636 | $29.04 | 30 |
| 2018 Q3 | 801,996 | $26,409,000 | +$15,967,332 | $32.68 | 17 |
| 2018 Q2 | 580,041 | $18,243,000 | +$7,472,218 | $31.20 | 14 |
| 2018 Q1 | 240,633 | $6,894,000 | +$489,830 | $28.69 | 10 |
| 2017 Q4 | 223,070 | $6,509,000 | +$3,214,431 | $29.18 | 11 |
| 2017 Q3 | 113,358 | $3,210,000 | +$1,580,294 | $28.27 | 9 |
| 2017 Q2 | 97,143 | $2,674,000 | -$489,444 | $27.53 | 8 |
| 2017 Q1 | 116,521 | $3,126,000 | +$1,516,849 | $26.86 | 9 |
| 2016 Q4 | 60,272 | $1,565,000 | -$949,760 | $25.98 | 4 |
| 2016 Q3 | 100,273 | $2,458,000 | +$2,458,000 | $24.51 | 2 |