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 216 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
177,071
shares
|
$11.5 Million
0.09% of portfolio
|
Q1 2025
Added 83.71%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
142,924
shares
|
$9.29 Million
0.44% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
141,874
shares
|
$9.22 Million
7.98% of portfolio
|
Q1 2025
Added 16.26%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
140,355
shares
|
$9.12 Million
0.73% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
132,441
shares
|
$8.61 Million
0.7% of portfolio
|
Q1 2025
Reduced 19.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
132,164
shares
|
$8.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
131,999
shares
|
$8.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
128,699
shares
|
$8.36 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
124,245
shares
|
$8.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
122,879
shares
|
$7.98 Million
1.66% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,498
shares
|
$7.83 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
119,251
shares
|
$7.75 Million
0.0% of portfolio
|
Q1 2025
Added 136.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
113,365
shares
|
$7.37 Million
0.0% of portfolio
|
Q1 2025
Added 1201.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,781
shares
|
$6.87 Million
0.0% of portfolio
|
Q3 2024
Added 119.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
93,383
shares
|
$6.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.39%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
83,607
shares
|
$5.43 Million
2.15% of portfolio
|
Q1 2025
Added 70.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
78,395
shares
|
$5.09 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
77,005
shares
|
$5 Million
0.0% of portfolio
|
Q1 2025
Added 1288.23%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
74,005
shares
|
$4.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
69,497
shares
|
$4.52 Million
0.16% of portfolio
|
Q1 2025
Added 33.29%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Apr 08, 2025 Q1 2025 |
69,417
shares
|
$4.51 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
64,276
shares
|
$4.18 Million
0.74% of portfolio
|
Q1 2025
Added 28.12%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
64,228
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2025
Added 141.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
63,892
shares
|
$4.15 Million
0.11% of portfolio
|
Q1 2025
Reduced 23.88%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
60,181
shares
|
$3.91 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.26%
|