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 196 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $931 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
1,363,980
shares
|
$96.6 Million
0.57% of portfolio
|
Q4 2024
Added 45.69%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,029,408
shares
|
$72.9 Million
1.52% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
598,590
shares
|
$42.4 Million
0.16% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
555,258
shares
|
$39.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
549,769
shares
|
$39 Million
1.47% of portfolio
|
Q4 2024
Added 66.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
541,529
shares
|
$38.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
469,382
shares
|
$33.3 Million
0.32% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
462,586
shares
|
$32.8 Million
0.0% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
446,550
shares
|
$31.6 Million
0.76% of portfolio
|
Q4 2024
Added 34.65%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
360,819
shares
|
$25.6 Million
0.04% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
352,928
shares
|
$25 Million
0.03% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
346,924
shares
|
$24.6 Million
0.76% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
331,389
shares
|
$23.5 Million
0.11% of portfolio
|
Q3 2024
Added 43.53%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
330,785
shares
|
$23.4 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
258,881
shares
|
$18.3 Million
4.14% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$17.7 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
218,884
shares
|
$15.5 Million
0.23% of portfolio
|
Q4 2022
Added 3.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
199,652
shares
|
$14.1 Million
0.09% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$13.7 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
190,565
shares
|
$13.5 Million
6.47% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
188,363
shares
|
$13.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$12.9 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
177,555
shares
|
$12.6 Million
3.81% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
159,055
shares
|
$11.3 Million
0.91% of portfolio
|
Q3 2024
Added 5.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
142,500
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.46%
|