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 219 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
165,707
shares
|
$10.6 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
163,831
shares
|
$10.5 Million
0.91% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
150,839
shares
|
$9.68 Million
0.11% of portfolio
|
Q4 2024
Added 13.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
144,461
shares
|
$9.27 Million
0.01% of portfolio
|
Q4 2024
Added 11.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
139,469
shares
|
$8.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
138,095
shares
|
$8.87 Million
0.48% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
128,699
shares
|
$8.26 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
122,879
shares
|
$7.89 Million
1.66% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
122,036
shares
|
$7.83 Million
7.57% of portfolio
|
Q4 2024
New holding
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
118,675
shares
|
$7.62 Million
1.75% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,781
shares
|
$6.79 Million
0.0% of portfolio
|
Q3 2024
Added 119.25%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
96,385
shares
|
$6.19 Million
0.05% of portfolio
|
Q4 2024
Added 172.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
83,939
shares
|
$5.39 Million
0.16% of portfolio
|
Q4 2024
Added 53.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
81,675
shares
|
$5.24 Million
0.07% of portfolio
|
Q4 2024
Added 121.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
77,278
shares
|
$4.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
76,432
shares
|
$4.91 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
75,713
shares
|
$4.86 Million
0.01% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
71,434
shares
|
$4.59 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
71,168
shares
|
$4.57 Million
1.56% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
62,861
shares
|
$4.04 Million
0.01% of portfolio
|
Q4 2024
Added 61.12%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
59,542
shares
|
$3.82 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
54,201
shares
|
$3.48 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
52,138
shares
|
$3.35 Million
0.13% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
52,050
shares
|
$3.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.68%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
50,489
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Added 15.48%
|