Institutional Ownership Ishares Tr Russell 2500 ETF (SMMD)
This table provides information about the institutional ownership of Ishares Tr Russell 2500 ETF (SMMD). We have compiled data on the 227 institutions that hold shares in the stock, with a total of 21 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
186,991
shares
|
$13.5 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$13.2 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
173,504
shares
|
$12.6 Million
0.48% of portfolio
|
Q4 2025
Added 9.37%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
169,570
shares
|
$12.3 Million
8.25% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
169,570
shares
|
$12.3 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
159,975
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
142,498
shares
|
$10.3 Million
0.77% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
142,224
shares
|
$10.3 Million
1.49% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
132,871
shares
|
$9.63 Million
0.3% of portfolio
|
Q4 2025
Added 20.25%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
128,699
shares
|
$9.32 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Cmh Wealth Management LLC
|
Jan 13, 2026 Q4 2025 |
126,254
shares
|
$9.15 Million
2.11% of portfolio
|
Q4 2025
Reduced 0.18%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
122,879
shares
|
$8.9 Million
1.66% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,498
shares
|
$8.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
118,416
shares
|
$8.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
111,580
shares
|
$8.08 Million
0.65% of portfolio
|
Q4 2025
Added 9.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
108,489
shares
|
$7.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,781
shares
|
$7.66 Million
0.0% of portfolio
|
Q3 2024
Added 119.25%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
104,512
shares
|
$7.57 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
100,464
shares
|
$7.28 Million
2.42% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
99,934
shares
|
$7.24 Million
0.14% of portfolio
|
Q3 2025
Added 94.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
98,396
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
95,148
shares
|
$6.89 Million
0.85% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
82,372
shares
|
$5.97 Million
0.01% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
78,687
shares
|
$5.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 23, 2026 Q4 2025 |
75,220
shares
|
$5.45 Million
0.77% of portfolio
|
Q4 2025
Reduced 1.97%
|
|