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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
74,369
shares
|
$5.39 Million
1.67% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
64,954
shares
|
$4.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
63,506
shares
|
$4.6 Million
0.14% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
60,150
shares
|
$4.36 Million
0.03% of portfolio
|
Q3 2025
Added 2644.07%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
58,999
shares
|
$4.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
55,357
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
47,067
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
43,462
shares
|
$3.15 Million
0.16% of portfolio
|
Q2 2025
Added 219.9%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
42,426
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
40,525
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
39,217
shares
|
$2.84 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
36,623
shares
|
$2.65 Million
0.02% of portfolio
|
Q3 2025
Added 64.84%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
36,417
shares
|
$2.64 Million
0.01% of portfolio
|
Q3 2023
Added 3.25%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
35,449
shares
|
$2.57 Million
1.48% of portfolio
|
Q3 2025
Reduced 8.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
34,018
shares
|
$2.46 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
33,092
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,292
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
30,637
shares
|
$2.22 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
25,624
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,085
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
23,750
shares
|
$1.72 Million
0.65% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,702
shares
|
$1.72 Million
0.0% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
22,932
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
22,826
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
22,700
shares
|
$1.64 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|