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 221 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 $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,262,153
shares
|
$156 Million
0.78% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,504,650
shares
|
$104 Million
0.61% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,208,842
shares
|
$83.5 Million
1.63% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
805,738
shares
|
$55.7 Million
0.0% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
693,636
shares
|
$47.9 Million
0.25% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
621,081
shares
|
$42.9 Million
1.0% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
520,073
shares
|
$35.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
481,972
shares
|
$33.3 Million
0.18% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
339,153
shares
|
$23.4 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
338,643
shares
|
$23.4 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
326,022
shares
|
$22.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
310,495
shares
|
$21.4 Million
5.81% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
276,414
shares
|
$19.1 Million
0.0% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
256,516
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$17.3 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
219,991
shares
|
$15.2 Million
6.97% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
216,691
shares
|
$15 Million
0.07% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
212,306
shares
|
$14.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$13.4 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
185,494
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
183,982
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$12.6 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
180,047
shares
|
$12.4 Million
0.29% of portfolio
|
Q2 2025
Added 181.8%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
171,088
shares
|
$11.8 Million
0.51% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
169,041
shares
|
$11.7 Million
1.72% of portfolio
|
Q2 2025
Reduced 11.84%
|