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 190 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $838 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
137,168
shares
|
$9.39 Million
0.01% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
132,934
shares
|
$9.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
131,279
shares
|
$8.99 Million
0.48% of portfolio
|
Q3 2024
Added 38.83%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
129,811
shares
|
$8.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
128,699
shares
|
$8.81 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
122,879
shares
|
$8.42 Million
1.66% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
114,791
shares
|
$7.86 Million
0.75% of portfolio
|
Q3 2024
Added 365.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,781
shares
|
$7.24 Million
0.0% of portfolio
|
Q3 2024
Added 119.25%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
81,154
shares
|
$5.56 Million
0.02% of portfolio
|
Q3 2024
Added 88.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
78,030
shares
|
$5.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
74,278
shares
|
$5.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
71,976
shares
|
$4.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.07%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
71,747
shares
|
$4.91 Million
0.88% of portfolio
|
Q3 2024
Added 3.06%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
66,280
shares
|
$4.54 Million
1.5% of portfolio
|
Q3 2024
Added 9.04%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
63,085
shares
|
$4.32 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
55,336
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
54,526
shares
|
$3.73 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
53,739
shares
|
$3.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
43,974
shares
|
$3.01 Million
0.58% of portfolio
|
Q3 2024
Added 36.79%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
43,720
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
42,136
shares
|
$2.89 Million
0.35% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
39,014
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
38,085
shares
|
$2.61 Million
0.01% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
36,882
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Added 52.13%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
36,417
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2023
Added 3.25%
|