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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,174
shares
|
$85,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,090
shares
|
$78,959
0.0% of portfolio
|
Q3 2025
Reduced 37.82%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
963
shares
|
$69,759
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
815
shares
|
$59,038
0.01% of portfolio
|
Q2 2025
Reduced 48.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
754
shares
|
$54,619
0.01% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
677
shares
|
$49,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
574
shares
|
$41,580
0.0% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
560
shares
|
$40,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
387
shares
|
$28,034
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
334
shares
|
$24,194
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
331
shares
|
$23,977
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232
shares
|
$16,806
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
207
shares
|
$14,995
0.0% of portfolio
|
Q2 2024
Reduced 68.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
167
shares
|
$12,097
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Westside Investment Management, Inc.
|
Jan 23, 2026 Q4 2025 |
141
shares
|
$10,214
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
108
shares
|
$7,823
0.0% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$7,244
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
89
shares
|
$6,447
0.0% of portfolio
|
Q3 2025
Reduced 43.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
84
shares
|
$6,084
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
73
shares
|
$5,288
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
55
shares
|
$3,984
0.0% of portfolio
|
Q4 2025
Reduced 37.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
25
shares
|
$1,811
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
20
shares
|
$1,448
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
18
shares
|
$1,303
0.0% of portfolio
|
Q4 2025
Reduced 70.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10
shares
|
$724
0.0% of portfolio
|
Q3 2025
New holding
|
|