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 226 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 |
|---|---|---|---|---|---|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 22, 2026 Q4 2025 |
12,419
shares
|
$899,632
0.19% of portfolio
|
Q4 2025
Added 7.37%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 23, 2026 Q4 2025 |
12,059
shares
|
$873,553
0.24% of portfolio
|
Q4 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,971
shares
|
$867,179
0.0% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
11,877
shares
|
$860,369
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,853
shares
|
$858,631
0.0% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,713
shares
|
$848,489
0.02% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,528
shares
|
$835,088
0.03% of portfolio
|
Q3 2025
Reduced 32.64%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
11,476
shares
|
$831,321
0.29% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
11,433
shares
|
$828,206
0.01% of portfolio
|
Q4 2025
Added 174.7%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
11,252
shares
|
$815,094
0.07% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,217
shares
|
$812,559
0.03% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
11,206
shares
|
$811,762
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
11,134
shares
|
$806,546
0.44% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,131
shares
|
$806,329
0.26% of portfolio
|
Q3 2022
Added 0.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,959
shares
|
$793,869
0.0% of portfolio
|
Q3 2025
Reduced 84.93%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,747
shares
|
$778,512
0.05% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,522
shares
|
$762,213
0.0% of portfolio
|
Q4 2022
Added 1.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10,338
shares
|
$748,884
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
10,298
shares
|
$745,987
0.04% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
9,820
shares
|
$711,360
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,240
shares
|
$669,345
0.29% of portfolio
|
Q4 2022
Added 183.52%
|
|
|
Thayer Financial, L.L.C.
Hickory, NC |
Jan 12, 2026 Q4 2025 |
9,060
shares
|
$656,306
0.72% of portfolio
|
Q4 2025
New holding
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
8,977
shares
|
$650,293
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,977
shares
|
$650,293
0.1% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,399
shares
|
$608,423
0.35% of portfolio
|
Q3 2025
Added 6.36%
|
|