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 |
|---|---|---|---|---|---|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
11,853
shares
|
$873,566
0.0% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
11,811
shares
|
$870,470
0.01% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
11,730
shares
|
$864,501
0.49% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,713
shares
|
$863,248
0.02% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
11,442
shares
|
$843,275
0.29% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,366
shares
|
$837,674
0.03% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
11,252
shares
|
$829,272
0.07% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,206
shares
|
$825,882
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,131
shares
|
$820,354
0.26% of portfolio
|
Q3 2022
Added 0.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,772
shares
|
$793,896
0.0% of portfolio
|
Q2 2025
Added 48.83%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Jul 24, 2025 Q2 2025 |
10,749
shares
|
$792,201
0.16% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,747
shares
|
$792,053
0.05% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
10,676
shares
|
$786,821
0.07% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,522
shares
|
$775,471
0.0% of portfolio
|
Q4 2022
Added 1.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
10,288
shares
|
$758,225
0.0% of portfolio
|
Q2 2025
Added 17.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
10,045
shares
|
$740,316
0.0% of portfolio
|
Q2 2025
Reduced 15.78%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
9,820
shares
|
$723,734
0.0% of portfolio
|
Q2 2025
Reduced 2.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,259
shares
|
$682,388
0.0% of portfolio
|
Q2 2025
Reduced 23.11%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,240
shares
|
$680,988
0.29% of portfolio
|
Q4 2022
Added 183.52%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,219
shares
|
$679,440
0.02% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Aug 14, 2025 Q2 2025 |
9,058
shares
|
$667,574
0.0% of portfolio
|
Q2 2025
Added 91.62%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,977
shares
|
$661,604
0.1% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
8,977
shares
|
$661,604
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,827
shares
|
$650,549
0.0% of portfolio
|
Q2 2025
Reduced 56.13%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
8,598
shares
|
$633,672
0.21% of portfolio
|
Q2 2025
New holding
|