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 |
|---|---|---|---|---|---|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
50,167
shares
|
$3.22 Million
0.64% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
49,094
shares
|
$3.15 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
44,255
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 74.89%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
40,143
shares
|
$2.58 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
38,085
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
36,417
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2023
Added 3.25%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
35,921
shares
|
$2.31 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
34,637
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 209.09%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
33,454
shares
|
$2.15 Million
0.09% of portfolio
|
Q4 2024
Added 15.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,292
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
30,980
shares
|
$1.99 Million
0.01% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
28,389
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
27,651
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Added 51.8%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
26,795
shares
|
$1.72 Million
1.16% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
26,571
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
25,536
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Added 39.06%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,275
shares
|
$1.62 Million
1.4% of portfolio
|
Q4 2024
Added 54.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
24,399
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
24,342
shares
|
$1.56 Million
0.23% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,085
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
23,711
shares
|
$1.52 Million
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
23,322
shares
|
$1.5 Million
0.11% of portfolio
|
Q2 2023
Added 21.98%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
22,700
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,566
shares
|
$1.45 Million
0.62% of portfolio
|
Q4 2024
Added 364.8%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
18,276
shares
|
$1.17 Million
0.57% of portfolio
|
Q4 2024
Added 5.33%
|