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 |
|---|---|---|---|---|---|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
8,396
shares
|
$608,206
0.09% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,158
shares
|
$590,965
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
7,889
shares
|
$571,479
0.27% of portfolio
|
Q4 2025
Added 9.14%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,491
shares
|
$542,648
0.0% of portfolio
|
Q2 2024
Added 1718.2%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
7,483
shares
|
$542,068
0.01% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,357
shares
|
$532,941
0.01% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
7,210
shares
|
$522,292
0.09% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,903
shares
|
$500,053
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Jan 23, 2026 Q4 2025 |
6,870
shares
|
$497,662
0.39% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,849
shares
|
$496,141
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
6,746
shares
|
$488,680
0.52% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
6,460
shares
|
$467,962
0.0% of portfolio
|
Q3 2025
Reduced 28.68%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
6,438
shares
|
$466,368
0.01% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
6,411
shares
|
$464,412
0.11% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,364
shares
|
$461,008
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 07, 2026 Q4 2025 |
6,267
shares
|
$453,981
0.21% of portfolio
|
Q4 2025
Reduced 2.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
6,159
shares
|
$446,157
0.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
5,870
shares
|
$425,222
0.0% of portfolio
|
Q3 2025
Reduced 36.6%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
5,820
shares
|
$421,600
0.0% of portfolio
|
Q4 2025
Added 33.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
5,749
shares
|
$416,457
0.0% of portfolio
|
Q3 2025
Added 118.59%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
5,352
shares
|
$387,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
5,278
shares
|
$382,338
0.07% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,088
shares
|
$368,574
0.0% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,081
shares
|
$368,067
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
5,079
shares
|
$367,922
0.16% of portfolio
|
Q3 2025
Added 2.46%
|
|