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 |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
3,310
shares
|
$239,776
0.0% of portfolio
|
Q4 2025
Added 0.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,309
shares
|
$239,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,294
shares
|
$238,617
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
3,241
shares
|
$234,778
0.04% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,200
shares
|
$231,808
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,163
shares
|
$229,127
0.01% of portfolio
|
Q3 2025
Reduced 20.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,110
shares
|
$225,288
0.0% of portfolio
|
Q3 2025
Added 246.71%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
3,040
shares
|
$220,217
0.0% of portfolio
|
Q3 2025
Reduced 88.14%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
2,975
shares
|
$215,509
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
2,791
shares
|
$202,180
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
2,720
shares
|
$197,036
0.0% of portfolio
|
Q4 2025
Added 1802.1%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,719
shares
|
$196,964
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
2,669
shares
|
$193,342
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,361
shares
|
$171,030
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
2,265
shares
|
$164,076
0.01% of portfolio
|
Q4 2025
Added 0.04%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
2,264
shares
|
$164,004
0.13% of portfolio
|
Q3 2025
Added 38.3%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,001
shares
|
$144,952
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,942
shares
|
$140,678
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,412
shares
|
$102,285
0.04% of portfolio
|
Q2 2022
Added 22.46%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,397
shares
|
$101,198
0.02% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
1,383
shares
|
$100,184
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,350
shares
|
$97,794
0.0% of portfolio
|
Q1 2021
Reduced 90.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,225
shares
|
$88,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,210
shares
|
$87,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,181
shares
|
$85,551
0.0% of portfolio
|
Q3 2025
Reduced 30.57%
|
|