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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
70,830
shares
|
$5.22 Million
0.01% of portfolio
|
Q2 2025
Added 17.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
64,973
shares
|
$4.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
62,130
shares
|
$4.58 Million
0.15% of portfolio
|
Q2 2025
Added 26.26%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
57,687
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
53,054
shares
|
$3.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
51,384
shares
|
$3.79 Million
0.07% of portfolio
|
Q2 2025
Added 92.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
46,169
shares
|
$3.4 Million
0.01% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
43,462
shares
|
$3.2 Million
0.18% of portfolio
|
Q2 2025
Added 219.9%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43,420
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
41,474
shares
|
$3.06 Million
0.01% of portfolio
|
Q2 2025
Added 22.67%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
41,345
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
39,282
shares
|
$2.9 Million
0.23% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
38,942
shares
|
$2.87 Million
1.85% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
36,417
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2023
Added 3.25%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
35,916
shares
|
$2.65 Million
0.17% of portfolio
|
Q2 2025
Added 24.01%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
32,787
shares
|
$2.42 Million
0.06% of portfolio
|
Q2 2025
Added 461.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,292
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
30,637
shares
|
$2.26 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
30,139
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 37.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,637
shares
|
$1.89 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
25,527
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2025
Reduced 60.26%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,085
shares
|
$1.78 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
23,172
shares
|
$1.71 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
22,700
shares
|
$1.67 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Aug 07, 2025 Q2 2025 |
22,279
shares
|
$1.64 Million
0.59% of portfolio
|
Q2 2025
Added 5.29%
|