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 190 institutions that hold shares in the stock, with a total of 12.2 Million shares, which have been reported (via 13F filing form) to have a value of $838 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,272
shares
|
$224,099
0.01% of portfolio
|
Q4 2023
Reduced 0.77%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
3,119
shares
|
$213,620
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,118
shares
|
$213,551
0.01% of portfolio
|
Q3 2024
Reduced 25.48%
|
|
|
First National Advisers, LLC
Omaha, NE |
Oct 15, 2024 Q3 2024 |
3,043
shares
|
$208,415
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,973
shares
|
$203,620
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,967
shares
|
$203,209
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
2,427
shares
|
$166,225
0.13% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,361
shares
|
$161,704
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,151
shares
|
$147,321
0.0% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,001
shares
|
$137,048
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,942
shares
|
$133,007
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,714
shares
|
$117,391
0.01% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,573
shares
|
$107,734
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,501
shares
|
$102,803
0.0% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,425
shares
|
$97,598
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,412
shares
|
$96,707
0.04% of portfolio
|
Q2 2022
Added 22.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,350
shares
|
$92,461
0.0% of portfolio
|
Q1 2021
Reduced 90.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,225
shares
|
$83,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
950
shares
|
$65,065
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
754
shares
|
$51,641
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
607
shares
|
$41,573
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
550
shares
|
$37,669
0.0% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
400
shares
|
$27,395
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
369
shares
|
$25,272
0.0% of portfolio
|
Q4 2023
Reduced 11.93%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
354
shares
|
$24,245
0.0% of portfolio
|
Q3 2024
Reduced 28.48%
|