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 222 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 $1.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
8,399
shares
|
$611,615
0.35% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,158
shares
|
$594,065
0.0% of portfolio
|
Q3 2025
Added 5.82%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
7,491
shares
|
$545,494
0.0% of portfolio
|
Q2 2024
Added 1718.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
7,357
shares
|
$535,736
0.01% of portfolio
|
Q3 2025
Added 11.23%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,265
shares
|
$529,037
0.01% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 21, 2025 Q3 2025 |
7,228
shares
|
$526,342
0.26% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
7,210
shares
|
$525,032
0.11% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
6,874
shares
|
$500,564
0.0% of portfolio
|
Q2 2025
Added 303.64%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
6,857
shares
|
$499,326
0.38% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,849
shares
|
$498,744
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
6,746
shares
|
$491,243
0.52% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
6,414
shares
|
$467,067
0.21% of portfolio
|
Q3 2025
Reduced 10.85%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
6,411
shares
|
$466,849
0.11% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,364
shares
|
$463,426
0.0% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,304
shares
|
$459,057
0.0% of portfolio
|
Q2 2025
Added 299.75%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,224
shares
|
$453,231
0.0% of portfolio
|
Q2 2025
Reduced 59.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
5,749
shares
|
$418,642
0.0% of portfolio
|
Q3 2025
Added 118.59%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,696
shares
|
$414,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
5,352
shares
|
$389,732
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
5,276
shares
|
$384,198
0.08% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,157
shares
|
$375,532
0.0% of portfolio
|
Q2 2025
Reduced 44.24%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,088
shares
|
$370,508
0.0% of portfolio
|
Q3 2025
Added 11.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,081
shares
|
$369,998
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 27, 2025 Q3 2025 |
5,079
shares
|
$369,852
0.16% of portfolio
|
Q3 2025
Added 2.46%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
4,995
shares
|
$363,735
0.0% of portfolio
|
Q2 2025
New holding
|