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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,457
shares
|
$286,139
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Feb 06, 2025 Q4 2024 |
4,339
shares
|
$278,563
0.12% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
4,339
shares
|
$278,563
0.08% of portfolio
|
Q2 2024
Reduced 17.42%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
4,323
shares
|
$277,536
0.15% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
4,317
shares
|
$277,151
0.04% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Feb 05, 2025 Q4 2024 |
4,210
shares
|
$270,282
0.03% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,146
shares
|
$266,173
0.01% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,067
shares
|
$261,101
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,000
shares
|
$256,800
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$256,800
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,944
shares
|
$253,204
0.02% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
3,753
shares
|
$240,942
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
3,727
shares
|
$239,273
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jan 06, 2025 Q4 2024 |
3,705
shares
|
$237,861
0.13% of portfolio
|
Q4 2024
Added 6.71%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
3,665
shares
|
$235,293
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,538
shares
|
$227,139
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,531
shares
|
$226,690
0.02% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,429
shares
|
$220,141
0.0% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
3,345
shares
|
$214,749
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
3,323
shares
|
$213,336
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
3,305
shares
|
$212,181
0.02% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,292
shares
|
$211,346
0.0% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
3,043
shares
|
$195,360
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
3,013
shares
|
$193,434
0.02% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
2,975
shares
|
$190,995
0.03% of portfolio
|
Q4 2024
New holding
|