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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
18,152
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
18,142
shares
|
$1.16 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
18,123
shares
|
$1.16 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
18,110
shares
|
$1.16 Million
0.22% of portfolio
|
Q4 2024
Reduced 10.25%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,823
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,697
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
17,320
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,155
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
16,827
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2023
Added 18.13%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jan 16, 2025 Q4 2024 |
15,948
shares
|
$1.02 Million
0.3% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
14,491
shares
|
$930,322
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
14,366
shares
|
$922,297
0.03% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
13,870
shares
|
$890,454
0.31% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,575
shares
|
$871,515
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
13,152
shares
|
$844,358
0.0% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
13,117
shares
|
$842,111
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,943
shares
|
$830,940
0.0% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
12,619
shares
|
$810,139
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
12,530
shares
|
$804,426
0.02% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
12,443
shares
|
$798,840
0.0% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
11,901
shares
|
$764,044
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
11,853
shares
|
$760,962
0.0% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
11,818
shares
|
$758,715
0.02% of portfolio
|
Q4 2024
Reduced 34.18%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,713
shares
|
$751,974
0.02% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
11,591
shares
|
$744,142
0.04% of portfolio
|
Q4 2024
Added 66.61%
|