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 223 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
171,088
shares
|
$12.6 Million
8.44% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Brio Consultants, LLC
|
Aug 07, 2025 Q2 2025 |
169,041
shares
|
$12.5 Million
1.72% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
158,394
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
158,245
shares
|
$11.7 Million
0.0% of portfolio
|
Q2 2025
Added 19.88%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
152,710
shares
|
$11.3 Million
0.45% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
144,956
shares
|
$10.7 Million
0.41% of portfolio
|
Q2 2025
Reduced 28.59%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
138,848
shares
|
$10.2 Million
0.75% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
128,699
shares
|
$9.49 Million
0.11% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
127,187
shares
|
$9.37 Million
2.2% of portfolio
|
Q2 2025
Reduced 50.78%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
126,877
shares
|
$9.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
122,879
shares
|
$9.06 Million
1.66% of portfolio
|
Q3 2022
Reduced 0.07%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
121,015
shares
|
$8.92 Million
0.08% of portfolio
|
Q2 2025
Added 337.18%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,498
shares
|
$8.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 20.11%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
115,875
shares
|
$8.54 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
113,403
shares
|
$8.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,781
shares
|
$7.8 Million
0.0% of portfolio
|
Q3 2024
Added 119.25%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
95,048
shares
|
$7.01 Million
0.22% of portfolio
|
Q2 2025
Added 36.77%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
92,198
shares
|
$6.79 Million
2.31% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
88,183
shares
|
$6.5 Million
0.65% of portfolio
|
Q2 2025
Added 37.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
82,855
shares
|
$6.11 Million
0.0% of portfolio
|
Q2 2025
Added 42.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
78,834
shares
|
$5.81 Million
0.06% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
77,867
shares
|
$5.74 Million
0.87% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
72,722
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.85%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
72,199
shares
|
$5.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.46%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
71,026
shares
|
$5.23 Million
1.6% of portfolio
|
Q2 2025
Added 18.9%
|