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 |
|---|---|---|---|---|---|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
7,228
shares
|
$523,596
0.26% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
7,210
shares
|
$522,292
0.09% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,903
shares
|
$500,053
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
6,857
shares
|
$496,721
0.38% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,849
shares
|
$496,141
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
6,746
shares
|
$488,680
0.52% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
6,460
shares
|
$467,962
0.0% of portfolio
|
Q3 2025
Reduced 28.68%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
6,438
shares
|
$466,368
0.01% of portfolio
|
Q3 2025
Added 13.03%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
6,414
shares
|
$464,630
0.21% of portfolio
|
Q3 2025
Reduced 10.85%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
6,411
shares
|
$464,412
0.11% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,364
shares
|
$461,008
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
6,159
shares
|
$446,157
0.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
5,870
shares
|
$425,222
0.0% of portfolio
|
Q3 2025
Reduced 36.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
5,749
shares
|
$416,457
0.0% of portfolio
|
Q3 2025
Added 118.59%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
5,352
shares
|
$387,698
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
5,276
shares
|
$382,193
0.08% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,088
shares
|
$368,574
0.0% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,081
shares
|
$368,067
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
5,079
shares
|
$367,922
0.16% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,833
shares
|
$350,102
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
4,624
shares
|
$334,962
0.02% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
4,485
shares
|
$324,893
0.23% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,457
shares
|
$322,865
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,390
shares
|
$318,011
0.01% of portfolio
|
Q3 2025
Reduced 52.38%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,353
shares
|
$315,331
0.0% of portfolio
|
Q3 2025
Added 28.37%
|
|