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 |
|---|---|---|---|---|---|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 12, 2025 Q2 2025 |
8,520
shares
|
$627,924
0.1% of portfolio
|
Q2 2025
Added 2.18%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
7,897
shares
|
$582,008
0.2% of portfolio
|
Q2 2025
Added 14.87%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
7,709
shares
|
$568,153
0.0% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
7,491
shares
|
$552,086
0.0% of portfolio
|
Q2 2024
Added 1718.2%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
7,210
shares
|
$531,377
0.11% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,203
shares
|
$530,861
0.26% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
7,195
shares
|
$530,271
0.22% of portfolio
|
Q2 2025
Reduced 8.55%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
7,028
shares
|
$517,963
0.01% of portfolio
|
Q2 2025
Added 56.84%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,874
shares
|
$506,613
0.0% of portfolio
|
Q2 2025
Added 303.64%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,849
shares
|
$504,771
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
6,846
shares
|
$504,550
0.37% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
6,746
shares
|
$497,180
0.52% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
6,614
shares
|
$487,451
0.01% of portfolio
|
Q2 2025
Reduced 46.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,364
shares
|
$469,026
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,304
shares
|
$464,604
0.0% of portfolio
|
Q2 2025
Added 299.75%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,224
shares
|
$458,708
0.0% of portfolio
|
Q2 2025
Reduced 59.38%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
6,108
shares
|
$450,159
0.11% of portfolio
|
Q2 2025
Reduced 19.05%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,696
shares
|
$419,795
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
5,363
shares
|
$395,253
0.08% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,157
shares
|
$380,070
0.0% of portfolio
|
Q2 2025
Reduced 44.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,081
shares
|
$374,469
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,020
shares
|
$369,974
0.05% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,995
shares
|
$368,131
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Jul 07, 2025 Q2 2025 |
4,957
shares
|
$365,330
0.15% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,853
shares
|
$357,666
0.0% of portfolio
|
Q2 2025
New holding
|