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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
17,740
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
17,351
shares
|
$1.19 Million
0.55% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
17,320
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
16,827
shares
|
$1.15 Million
0.36% of portfolio
|
Q1 2023
Added 18.13%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
16,383
shares
|
$1.12 Million
0.84% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,133
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 73.78%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
14,962
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
14,419
shares
|
$987,557
0.34% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
14,386
shares
|
$985,297
0.03% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
12,812
shares
|
$877,493
0.01% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
12,660
shares
|
$867,083
0.0% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
12,433
shares
|
$851,536
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
12,420
shares
|
$850,645
0.02% of portfolio
|
Q1 2022
Added 2.14%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
11,946
shares
|
$818,181
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,713
shares
|
$802,223
0.02% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
11,633
shares
|
$796,744
0.0% of portfolio
|
Q3 2024
Reduced 81.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
11,252
shares
|
$770,649
0.07% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
11,206
shares
|
$767,498
0.0% of portfolio
|
Q3 2024
Added 55.47%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
11,132
shares
|
$762,430
0.08% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,131
shares
|
$762,362
0.26% of portfolio
|
Q3 2022
Added 0.82%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,747
shares
|
$736,062
0.05% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,522
shares
|
$720,651
0.0% of portfolio
|
Q4 2022
Added 1.2%
|
|
|
Single Point Partners, LLC
|
Oct 03, 2024 Q3 2024 |
10,290
shares
|
$704,762
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
10,118
shares
|
$692,981
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
10,039
shares
|
$687,571
0.02% of portfolio
|
Q3 2024
New holding
|