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.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,560
shares
|
$336,072
0.0% of portfolio
|
Q2 2025
Added 9.75%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,457
shares
|
$328,480
0.0% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
4,449
shares
|
$327,891
0.43% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
4,361
shares
|
$321,405
0.22% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
4,307
shares
|
$317,425
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,067
shares
|
$299,737
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
4,000
shares
|
$294,800
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
3,997
shares
|
$294,578
0.02% of portfolio
|
Q2 2025
Added 12.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
3,966
shares
|
$292,294
0.01% of portfolio
|
Q1 2025
Reduced 35.24%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
3,906
shares
|
$287,872
0.05% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
3,887
shares
|
$286,471
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
3,885
shares
|
$286,324
0.03% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
3,668
shares
|
$270,331
0.01% of portfolio
|
Q2 2025
Reduced 32.82%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
3,665
shares
|
$270,110
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
3,571
shares
|
$263,182
0.0% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
3,527
shares
|
$259,939
0.0% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
3,523
shares
|
$259,645
0.09% of portfolio
|
Q2 2025
Reduced 76.99%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,429
shares
|
$252,717
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
3,428
shares
|
$252,643
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
3,391
shares
|
$249,916
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
3,306
shares
|
$243,652
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
3,286
shares
|
$242,178
0.0% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
3,284
shares
|
$242,030
0.01% of portfolio
|
Q2 2025
Reduced 27.92%
|
|
|
First National Advisers, LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
3,043
shares
|
$224,269
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
2,983
shares
|
$219,847
0.02% of portfolio
|
Q2 2025
New holding
|