Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / MSCI USA SMCP MN
-
Total 13F shares
-
218,178
-
Share change
-
-8,265
-
Total reported value
-
$9,453,671
-
Price per share
-
$43.33
-
Number of holders
-
16
-
Value change
-
-$358,104
-
Number of buys
-
6
-
Number of sells
-
6
Institutional Holders of ISHARES TR - MSCI USA SMCP MN (SMMV) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - MSCI USA SMCP MN (SMMV) was held by
16 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
218,178 shares.
The largest 10 holders included
SAGESPRING WEALTH PARTNERS, LLC, Burns Matteson Capital Management, LLC, Apollon Wealth Management, LLC, REGATTA CAPITAL GROUP, LLC, Prime Capital Investment Advisors, LLC, MFA Wealth Services, ADAMSBROWN WEALTH CONSULTANTS LLC, Professional Financial Advisors, LLC, First Bank & Trust, and Spire Wealth Management.
This page lists
16
institutional shareholders reporting positions in this security
for the Q4 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.