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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
4,853
shares
|
$353,395
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
4,833
shares
|
$351,939
0.04% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
4,485
shares
|
$326,597
0.23% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,457
shares
|
$324,558
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,353
shares
|
$316,985
0.0% of portfolio
|
Q3 2025
Added 28.37%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,307
shares
|
$313,635
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,162
shares
|
$303,076
0.0% of portfolio
|
Q3 2025
Added 406.33%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 14, 2025 Q3 2025 |
4,161
shares
|
$303,004
0.31% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
4,069
shares
|
$296,304
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,067
shares
|
$296,158
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 28, 2025 Q3 2025 |
4,053
shares
|
$295,139
0.04% of portfolio
|
Q3 2025
Added 33.19%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
4,000
shares
|
$291,280
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
3,997
shares
|
$291,061
0.02% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,966
shares
|
$288,804
0.01% of portfolio
|
Q1 2025
Reduced 35.24%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
3,906
shares
|
$284,434
0.05% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
3,887
shares
|
$283,051
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2025 Q3 2025 |
3,885
shares
|
$282,905
0.03% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,668
shares
|
$267,103
0.01% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,666
shares
|
$266,958
0.01% of portfolio
|
Q3 2025
Added 24.99%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
3,665
shares
|
$266,885
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,571
shares
|
$260,040
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,527
shares
|
$256,836
0.0% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,429
shares
|
$249,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,428
shares
|
$249,626
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
3,297
shares
|
$240,087
0.0% of portfolio
|
Q3 2025
Added 0.33%
|