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 192 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $902 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
400
shares
|
$28,383
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
369
shares
|
$26,184
0.0% of portfolio
|
Q4 2023
Reduced 11.93%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
354
shares
|
$25,119
0.0% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
334
shares
|
$23,700
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
237
shares
|
$16,817
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232
shares
|
$16,462
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
207
shares
|
$14,688
0.0% of portfolio
|
Q2 2024
Reduced 68.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
165
shares
|
$11,708
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
152
shares
|
$10,785
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
125
shares
|
$8,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$7,095
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
100
shares
|
$7,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
84
shares
|
$5,960
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
35
shares
|
$2,483
0.0% of portfolio
|
Q3 2024
Reduced 85.11%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
31
shares
|
$2,199
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
25
shares
|
$1,773
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
3
shares
|
$212
0.0% of portfolio
|
Q3 2024
Reduced 75.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|