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 220 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$13.2 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
169,570
shares
|
$12.3 Million
8.25% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
169,570
shares
|
$12.3 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
159,975
shares
|
$11.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
158,638
shares
|
$11.5 Million
0.45% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
142,498
shares
|
$10.3 Million
0.77% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
142,224
shares
|
$10.3 Million
1.49% of portfolio
|
Q3 2025
Reduced 15.86%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
128,699
shares
|
$9.32 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Cmh Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
126,486
shares
|
$9.16 Million
2.31% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
122,879
shares
|
$8.9 Million
1.66% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,498
shares
|
$8.73 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
118,416
shares
|
$8.58 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.15%
|
|
|
Congress Asset Management CO
|
Oct 10, 2025 Q3 2025 |
113,291
shares
|
$8.21 Million
0.06% of portfolio
|
Q3 2025
Added 96.39%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
110,496
shares
|
$8 Million
0.26% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
108,489
shares
|
$7.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,781
shares
|
$7.66 Million
0.0% of portfolio
|
Q3 2024
Added 119.25%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2025 Q3 2025 |
104,512
shares
|
$7.57 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
101,993
shares
|
$7.39 Million
0.58% of portfolio
|
Q3 2025
Reduced 29.64%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
100,464
shares
|
$7.28 Million
2.42% of portfolio
|
Q3 2025
Added 8.97%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
99,934
shares
|
$7.24 Million
0.14% of portfolio
|
Q3 2025
Added 94.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
98,396
shares
|
$7.13 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.23%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
95,148
shares
|
$6.89 Million
0.85% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
82,372
shares
|
$5.97 Million
0.01% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
78,687
shares
|
$5.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 20, 2025 Q3 2025 |
76,729
shares
|
$5.56 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.46%
|
|