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 |
|---|---|---|---|---|---|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
36,321
shares
|
$2.49 Million
0.59% of portfolio
|
Q3 2024
Reduced 85.27%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
36,256
shares
|
$2.48 Million
0.09% of portfolio
|
Q3 2024
Added 55.0%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
35,363
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,292
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,522
shares
|
$2.09 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
29,945
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2024
Added 54.73%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
29,673
shares
|
$2.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
28,980
shares
|
$1.98 Million
0.09% of portfolio
|
Q3 2024
Added 20.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
28,578
shares
|
$1.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
26,550
shares
|
$1.82 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
25,651
shares
|
$1.76 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
25,304
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,085
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
23,436
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
23,322
shares
|
$1.6 Million
0.11% of portfolio
|
Q2 2023
Added 21.98%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
23,178
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Added 29.61%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
22,700
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
20,933
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Oct 09, 2024 Q3 2024 |
20,345
shares
|
$1.39 Million
0.4% of portfolio
|
Q3 2024
Added 7.87%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
20,179
shares
|
$1.38 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,139
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
19,024
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,363
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Added 140.7%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
18,216
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17,955
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 56.44%
|