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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
4,834
shares
|
$343,359
0.07% of portfolio
|
Q3 2024
Added 47.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,714
shares
|
$334,835
0.02% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,570
shares
|
$324,607
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,553
shares
|
$323,399
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
4,496
shares
|
$319,350
0.32% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,475
shares
|
$317,859
0.01% of portfolio
|
Q3 2024
Added 61.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,435
shares
|
$315,018
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,348
shares
|
$308,838
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,339
shares
|
$308,199
0.13% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
4,339
shares
|
$308,199
0.08% of portfolio
|
Q2 2024
Reduced 17.42%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
4,323
shares
|
$307,062
0.15% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,303
shares
|
$305,642
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,280
shares
|
$304,008
0.03% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,162
shares
|
$295,626
0.01% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,146
shares
|
$294,490
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,067
shares
|
$288,879
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,009
shares
|
$284,759
0.0% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$284,120
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,944
shares
|
$280,142
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,869
shares
|
$274,815
0.0% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,753
shares
|
$266,575
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
3,705
shares
|
$263,166
0.13% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,600
shares
|
$255,708
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
3,460
shares
|
$245,763
0.02% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$241,288
0.0% of portfolio
|
Q3 2024
New holding
|