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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
20,835
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 136.04%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
19,293
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
19,014
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 32.25%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
18,118
shares
|
$1.31 Million
0.42% of portfolio
|
Q3 2025
Added 110.72%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
18,080
shares
|
$1.31 Million
1.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Nov 12, 2025 Q3 2025 |
17,521
shares
|
$1.27 Million
1.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
16,980
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
16,827
shares
|
$1.22 Million
0.36% of portfolio
|
Q1 2023
Added 18.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,259
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.87%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
15,191
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
15,148
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 20.37%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
14,462
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2025
Added 15.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
14,335
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2025
Reduced 66.99%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
14,200
shares
|
$1.03 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,170
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.6%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
13,959
shares
|
$1.01 Million
0.36% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,526
shares
|
$979,823
0.01% of portfolio
|
Q3 2025
Added 25.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
13,382
shares
|
$969,392
0.0% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
13,268
shares
|
$961,133
0.0% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Oct 02, 2025 Q3 2025 |
13,047
shares
|
$945,124
0.59% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
12,443
shares
|
$901,370
0.17% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
12,433
shares
|
$900,646
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
12,420
shares
|
$899,704
0.02% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
11,971
shares
|
$867,179
0.0% of portfolio
|
Q3 2025
Added 19.17%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
11,877
shares
|
$860,369
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|