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 17.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,748,650
shares
|
$103 Million
0.62% of portfolio
|
Q4 2024
Added 427.67%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,587,780
shares
|
$93.5 Million
2.33% of portfolio
|
Q4 2024
Added 54.24%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
1,504,650
shares
|
$88.6 Million
0.6% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
765,409
shares
|
$45.1 Million
0.02% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
688,304
shares
|
$40.5 Million
0.0% of portfolio
|
Q4 2024
Added 48.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
635,524
shares
|
$37.4 Million
0.25% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
549,769
shares
|
$32.4 Million
1.47% of portfolio
|
Q4 2024
Added 66.47%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
548,480
shares
|
$32.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
469,382
shares
|
$27.6 Million
0.32% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
446,550
shares
|
$26.3 Million
0.76% of portfolio
|
Q4 2024
Added 34.65%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
360,819
shares
|
$21.2 Million
0.04% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
352,928
shares
|
$20.8 Million
0.03% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
345,181
shares
|
$20.3 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
330,785
shares
|
$19.5 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
292,799
shares
|
$17.2 Million
6.02% of portfolio
|
Q4 2024
Added 64.91%
|
|
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
258,417
shares
|
$15.2 Million
4.18% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$14.7 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
248,002
shares
|
$14.6 Million
0.0% of portfolio
|
Q4 2024
Added 31.66%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
222,745
shares
|
$13.1 Million
0.05% of portfolio
|
Q4 2024
Added 174.47%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
219,999
shares
|
$12.9 Million
7.04% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
218,884
shares
|
$12.9 Million
0.23% of portfolio
|
Q4 2022
Added 3.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
208,853
shares
|
$12.3 Million
0.05% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
202,985
shares
|
$11.9 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$11.4 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$10.7 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|