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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
22,217
shares
|
$1.64 Million
0.01% of portfolio
|
Q2 2025
Added 18.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,002
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 71.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
21,576
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 60.45%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,004
shares
|
$1.55 Million
0.0% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
19,522
shares
|
$1.44 Million
0.04% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
18,803
shares
|
$1.39 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18,505
shares
|
$1.36 Million
0.96% of portfolio
|
Q2 2025
Reduced 8.21%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
17,120
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,114
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
16,827
shares
|
$1.24 Million
0.36% of portfolio
|
Q1 2023
Added 18.13%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,259
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.87%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
16,173
shares
|
$1.19 Million
0.93% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
15,278
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
14,772
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 30.4%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,377
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
14,248
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 26.12%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
13,959
shares
|
$1.03 Million
0.35% of portfolio
|
Q2 2025
Reduced 13.63%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
Jul 09, 2025 Q2 2025 |
13,192
shares
|
$972,250
0.66% of portfolio
|
Q2 2025
Added 298.19%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
12,979
shares
|
$956,552
0.0% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,585
shares
|
$927,514
0.0% of portfolio
|
Q2 2025
Added 236.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
12,530
shares
|
$923,461
0.02% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
12,498
shares
|
$921,102
0.04% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
12,443
shares
|
$917,049
0.0% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,183
shares
|
$897,887
0.0% of portfolio
|
Q2 2025
Reduced 19.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
12,156
shares
|
$895,897
0.0% of portfolio
|
Q2 2025
Reduced 24.11%
|