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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
3,110
shares
|
$225,288
0.0% of portfolio
|
Q3 2025
Added 246.71%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
3,040
shares
|
$220,217
0.0% of portfolio
|
Q3 2025
Reduced 88.14%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
2,975
shares
|
$215,509
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
2,791
shares
|
$202,180
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,719
shares
|
$196,964
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,361
shares
|
$171,030
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,264
shares
|
$164,004
0.01% of portfolio
|
Q2 2025
Added 374.63%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Oct 31, 2025 Q3 2025 |
2,264
shares
|
$164,004
0.13% of portfolio
|
Q3 2025
Added 38.3%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,001
shares
|
$144,952
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
1,942
shares
|
$140,678
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,412
shares
|
$102,285
0.04% of portfolio
|
Q2 2022
Added 22.46%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
1,397
shares
|
$101,198
0.02% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,350
shares
|
$97,794
0.0% of portfolio
|
Q1 2021
Reduced 90.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,225
shares
|
$88,739
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,210
shares
|
$87,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,181
shares
|
$85,551
0.0% of portfolio
|
Q3 2025
Reduced 30.57%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,174
shares
|
$85,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,090
shares
|
$78,959
0.0% of portfolio
|
Q3 2025
Reduced 37.82%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
963
shares
|
$69,759
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
815
shares
|
$59,038
0.01% of portfolio
|
Q2 2025
Reduced 48.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
754
shares
|
$54,619
0.01% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
677
shares
|
$49,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
574
shares
|
$41,580
0.0% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
560
shares
|
$40,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
387
shares
|
$28,034
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|