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 193 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $911 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
10,039
shares
|
$713,070
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,973
shares
|
$708,382
0.12% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,753
shares
|
$692,755
0.0% of portfolio
|
Q3 2024
Reduced 78.65%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,240
shares
|
$656,317
0.29% of portfolio
|
Q4 2022
Added 183.52%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
8,977
shares
|
$637,636
0.12% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,449
shares
|
$600,132
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
8,309
shares
|
$590,188
0.03% of portfolio
|
Q1 2024
Reduced 40.93%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
8,047
shares
|
$571,578
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,866
shares
|
$558,721
0.0% of portfolio
|
Q3 2024
Reduced 19.21%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
7,491
shares
|
$532,085
0.0% of portfolio
|
Q2 2024
Added 1718.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
7,377
shares
|
$523,988
0.27% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
7,207
shares
|
$511,913
0.02% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
7,011
shares
|
$497,991
0.14% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
6,930
shares
|
$492,237
0.0% of portfolio
|
Q3 2024
Added 69.35%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,849
shares
|
$486,484
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
6,847
shares
|
$486,342
0.18% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
6,810
shares
|
$483,714
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,723
shares
|
$477,534
0.0% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
6,540
shares
|
$464,536
0.1% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
5,699
shares
|
$404,799
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,606
shares
|
$398,194
0.23% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
5,240
shares
|
$372,197
0.41% of portfolio
|
Q3 2024
Reduced 24.8%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
5,065
shares
|
$359,766
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,003
shares
|
$355,363
0.05% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
4,855
shares
|
$344,850
0.15% of portfolio
|
Q3 2024
New holding
|