Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / MSCI USA SMCP MN
-
Number of holders
-
124
-
Total 13F shares, excl. options
-
5,697,369
-
Shares change
-
+675,621
-
Total reported value, excl. options
-
$239,332,456
-
Value change
-
+$28,397,955
-
Number of buys
-
49
-
Number of sells
-
-53
-
Price
-
$42.01
Significant Holders of ISHARES TR - MSCI USA SMCP MN (SMMV) as of Q2 2025
134 filings reported holding SMMV - ISHARES TR - MSCI USA SMCP MN as of Q2 2025.
ISHARES TR - MSCI USA SMCP MN (SMMV) has 124 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,697,369 shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1,261,708 shares), MERCER GLOBAL ADVISORS INC /ADV (497,382 shares), ENVESTNET ASSET MANAGEMENT INC (461,809 shares), Mariner, LLC (384,640 shares), WELLS FARGO & COMPANY/MN (358,555 shares), WEALTH MANAGEMENT RESOURCES, INC. (289,440 shares), RAYMOND JAMES FINANCIAL INC (278,100 shares), AMERIPRISE FINANCIAL INC (207,254 shares), COMMONWEALTH EQUITY SERVICES, LLC (177,992 shares), and LPL Financial LLC (163,857 shares).
This table shows the top 124 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.