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 219 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,940
shares
|
$184,220
0.0% of portfolio
|
Q4 2024
Added 36.68%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
2,826
shares
|
$177,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,685
shares
|
$168,242
0.01% of portfolio
|
Q4 2024
Reduced 17.94%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,361
shares
|
$147,940
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,339
shares
|
$146,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,001
shares
|
$125,382
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,942
shares
|
$121,685
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,719
shares
|
$107,712
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,580
shares
|
$99,002
0.0% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,519
shares
|
$95,180
0.0% of portfolio
|
Q4 2024
Added 1.2%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
1,425
shares
|
$89,290
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,412
shares
|
$88,475
0.04% of portfolio
|
Q2 2022
Added 22.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,350
shares
|
$84,591
0.0% of portfolio
|
Q1 2021
Reduced 90.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,225
shares
|
$76,758
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
1,210
shares
|
$75,818
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,050
shares
|
$65,793
0.01% of portfolio
|
Q4 2024
Added 39.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
950
shares
|
$59,527
0.0% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
552
shares
|
$34,588
0.0% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
499
shares
|
$31,267
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
496
shares
|
$31,079
0.02% of portfolio
|
Q4 2024
Added 396.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
494
shares
|
$30,954
0.0% of portfolio
|
Q4 2024
Added 23.5%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
464
shares
|
$29,074
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
440
shares
|
$27,570
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
354
shares
|
$22,181
0.0% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
340
shares
|
$21,304
0.02% of portfolio
|
Q4 2024
New holding
|