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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
4,307
shares
|
$311,999
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,291
shares
|
$310,840
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,162
shares
|
$301,495
0.0% of portfolio
|
Q3 2025
Added 406.33%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
4,161
shares
|
$301,422
0.31% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
4,069
shares
|
$294,758
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,067
shares
|
$294,613
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
4,053
shares
|
$293,599
0.04% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
4,000
shares
|
$289,760
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,887
shares
|
$281,574
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
3,885
shares
|
$281,429
0.03% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,754
shares
|
$271,939
0.0% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
3,707
shares
|
$268,535
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,692
shares
|
$267,448
0.0% of portfolio
|
Q3 2025
Reduced 28.41%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,666
shares
|
$265,565
0.01% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
3,665
shares
|
$265,492
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
3,545
shares
|
$256,799
0.02% of portfolio
|
Q3 2025
Added 18.84%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,527
shares
|
$255,495
0.0% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,433
shares
|
$248,686
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
3,387
shares
|
$245,354
0.01% of portfolio
|
Q3 2025
Added 3.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
3,309
shares
|
$239,703
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,297
shares
|
$238,834
0.0% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
3,294
shares
|
$238,617
0.0% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
3,241
shares
|
$234,778
0.04% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
3,200
shares
|
$231,808
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,163
shares
|
$229,127
0.01% of portfolio
|
Q3 2025
Reduced 20.25%
|
|