ISHARES TR - MSCI USA SMCP MN (SMMV)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / MSCI USA SMCP MN
Total 13F shares
5,687,851
Share change
-186,818
Total reported value
$235,789,167
Price per share
$41.46
Number of holders
124
Value change
-$7,622,758
Number of buys
40
Number of sells
52

Institutional Holders of ISHARES TR - MSCI USA SMCP MN (SMMV) as of Q4 2024

As of 31 Dec 2024, ISHARES TR - MSCI USA SMCP MN (SMMV) was held by 124 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,687,851 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, WEALTH MANAGEMENT RESOURCES, INC., COMMONWEALTH EQUITY SERVICES, LLC, AMERIPRISE FINANCIAL INC, GOLDMAN SACHS GROUP INC, LPL Financial LLC, and Brickley Wealth Management. This page lists 124 institutional shareholders reporting positions in this security for the Q4 2024 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.