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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
2,981
shares
|
$219,699
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
2,977
shares
|
$219,404
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
2,975
shares
|
$219,257
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,933
shares
|
$216,162
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
2,630
shares
|
$193,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,361
shares
|
$174,005
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
2,264
shares
|
$166,856
0.01% of portfolio
|
Q2 2025
Added 374.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,192
shares
|
$161,550
0.0% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
2,039
shares
|
$150,274
0.04% of portfolio
|
Q2 2025
Reduced 53.01%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,001
shares
|
$147,473
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,942
shares
|
$143,125
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,753
shares
|
$129,196
0.0% of portfolio
|
Q1 2025
Added 84.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,701
shares
|
$125,363
0.0% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jul 28, 2025 Q2 2025 |
1,637
shares
|
$120,646
0.09% of portfolio
|
Q2 2025
Added 634.08%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,412
shares
|
$104,064
0.04% of portfolio
|
Q2 2022
Added 22.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,350
shares
|
$99,495
0.0% of portfolio
|
Q1 2021
Reduced 90.37%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
1,269
shares
|
$93,525
0.0% of portfolio
|
Q2 2025
Added 27.79%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,225
shares
|
$90,282
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
1,210
shares
|
$89,177
0.02% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,210
shares
|
$89,177
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,174
shares
|
$86,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
897
shares
|
$66,108
0.0% of portfolio
|
Q2 2025
Added 128.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
822
shares
|
$60,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
815
shares
|
$60,065
0.01% of portfolio
|
Q2 2025
Reduced 48.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
754
shares
|
$55,569
0.01% of portfolio
|
Q2 2025
Reduced 19.79%
|