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 225 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 |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
3,404,659
shares
|
$247 Million
1.25% of portfolio
|
Q3 2025
Added 16.17%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,262,153
shares
|
$164 Million
0.78% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
1,504,650
shares
|
$109 Million
0.62% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
916,251
shares
|
$66.4 Million
0.0% of portfolio
|
Q3 2025
Added 12.22%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
915,654
shares
|
$66.3 Million
0.94% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
693,101
shares
|
$50.2 Million
1.1% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
608,949
shares
|
$44.1 Million
0.21% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
522,223
shares
|
$37.8 Million
0.13% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
499,962
shares
|
$36.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
443,973
shares
|
$32.2 Million
1.14% of portfolio
|
Q3 2025
Added 283.15%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
357,502
shares
|
$25.9 Million
0.0% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Kendall Capital Management
|
Jan 16, 2026 Q4 2025 |
352,861
shares
|
$25.6 Million
6.06% of portfolio
|
Q4 2025
Added 6.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
328,651
shares
|
$23.8 Million
0.52% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
328,141
shares
|
$23.8 Million
0.51% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
315,427
shares
|
$22.8 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
281,873
shares
|
$20.4 Million
0.03% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
266,378
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Added 3.84%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
259,949
shares
|
$18.8 Million
0.39% of portfolio
|
Q4 2025
Added 3.81%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
252,256
shares
|
$18.3 Million
0.08% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$18.1 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Congress Asset Management CO
|
Jan 09, 2026 Q4 2025 |
240,169
shares
|
$17.4 Million
0.12% of portfolio
|
Q4 2025
Added 111.99%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
224,834
shares
|
$16.3 Million
7.66% of portfolio
|
Q4 2025
Added 2.54%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
198,614
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$14 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
192,388
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2025
Added 21.46%
|
|