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 |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,084
shares
|
$454,792
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
6,914
shares
|
$443,878
0.14% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
6,894
shares
|
$442,594
0.02% of portfolio
|
Q4 2024
Reduced 17.03%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,849
shares
|
$439,705
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,847
shares
|
$439,577
0.19% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
6,810
shares
|
$437,202
0.05% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
6,761
shares
|
$434,056
0.02% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
6,746
shares
|
$433,093
0.52% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
6,684
shares
|
$429,112
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
6,540
shares
|
$419,868
0.1% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
6,127
shares
|
$393,353
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
6,124
shares
|
$393,160
0.02% of portfolio
|
Q4 2024
Added 36.85%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
5,860
shares
|
$376,212
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
5,699
shares
|
$365,875
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
5,606
shares
|
$359,905
0.23% of portfolio
|
Q4 2024
Added 13.5%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
5,590
shares
|
$358,878
0.08% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,547
shares
|
$356,117
0.0% of portfolio
|
Q4 2024
Reduced 43.13%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,065
shares
|
$325,173
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,003
shares
|
$321,192
0.05% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
4,920
shares
|
$315,864
0.08% of portfolio
|
Q4 2024
Added 14.34%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
4,714
shares
|
$302,638
0.0% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,714
shares
|
$302,638
0.02% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
4,670
shares
|
$299,814
0.34% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,570
shares
|
$293,394
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,496
shares
|
$288,643
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|