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 |
|---|---|---|---|---|---|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
11,586
shares
|
$743,821
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
11,252
shares
|
$722,378
0.07% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
11,175
shares
|
$717,435
0.09% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,131
shares
|
$714,610
0.26% of portfolio
|
Q3 2022
Added 0.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,747
shares
|
$689,957
0.05% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
10,635
shares
|
$682,767
0.0% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
10,562
shares
|
$678,080
0.0% of portfolio
|
Q4 2024
Reduced 64.73%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,522
shares
|
$675,512
0.0% of portfolio
|
Q4 2022
Added 1.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
10,221
shares
|
$656,188
0.01% of portfolio
|
Q4 2024
Reduced 20.22%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
10,116
shares
|
$649,447
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
10,110
shares
|
$649,062
0.0% of portfolio
|
Q4 2024
Added 45.89%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,973
shares
|
$640,266
0.14% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,240
shares
|
$593,208
0.29% of portfolio
|
Q4 2022
Added 183.52%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
8,977
shares
|
$576,323
0.12% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,713
shares
|
$559,374
0.0% of portfolio
|
Q4 2024
Reduced 83.79%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
8,449
shares
|
$542,425
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
8,344
shares
|
$535,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
8,292
shares
|
$532,346
0.01% of portfolio
|
Q4 2024
Added 99.23%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
8,057
shares
|
$517,259
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,982
shares
|
$512,444
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
7,918
shares
|
$508,335
0.28% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
7,531
shares
|
$483,490
0.01% of portfolio
|
Q4 2024
Reduced 73.65%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
7,491
shares
|
$480,922
0.0% of portfolio
|
Q2 2024
Added 1718.2%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,414
shares
|
$475,978
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,144
shares
|
$458,644
0.0% of portfolio
|
Q4 2024
Reduced 40.2%
|