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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,853
shares
|
$858,631
0.0% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,713
shares
|
$848,489
0.02% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 15, 2025 Q3 2025 |
11,567
shares
|
$837,913
0.18% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
11,528
shares
|
$835,088
0.03% of portfolio
|
Q3 2025
Reduced 32.64%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
11,476
shares
|
$831,321
0.29% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
11,252
shares
|
$815,094
0.07% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
11,217
shares
|
$812,559
0.03% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
11,206
shares
|
$811,762
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
11,134
shares
|
$806,546
0.44% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,131
shares
|
$806,329
0.26% of portfolio
|
Q3 2022
Added 0.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,959
shares
|
$793,869
0.0% of portfolio
|
Q3 2025
Reduced 84.93%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,747
shares
|
$778,512
0.05% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,522
shares
|
$762,213
0.0% of portfolio
|
Q4 2022
Added 1.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
10,338
shares
|
$748,884
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
10,298
shares
|
$745,987
0.04% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
9,820
shares
|
$711,360
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,240
shares
|
$669,345
0.29% of portfolio
|
Q4 2022
Added 183.52%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,977
shares
|
$650,293
0.1% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
8,977
shares
|
$650,293
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,399
shares
|
$608,423
0.35% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 12, 2025 Q3 2025 |
8,396
shares
|
$608,206
0.09% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,158
shares
|
$590,965
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,491
shares
|
$542,648
0.0% of portfolio
|
Q2 2024
Added 1718.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,357
shares
|
$532,941
0.01% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,265
shares
|
$526,276
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|