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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
677
shares
|
$49,894
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
648
shares
|
$47,757
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
574
shares
|
$42,303
0.0% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
477
shares
|
$35,154
0.0% of portfolio
|
Q2 2025
Added 187.35%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
386
shares
|
$28,448
0.0% of portfolio
|
Q2 2025
Reduced 30.2%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Jul 31, 2025 Q2 2025 |
334
shares
|
$24,615
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
330
shares
|
$24,321
0.0% of portfolio
|
Q2 2025
Added 8.55%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232
shares
|
$17,098
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
207
shares
|
$15,255
0.0% of portfolio
|
Q2 2024
Reduced 68.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
166
shares
|
$12,234
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
157
shares
|
$11,570
0.0% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$7,370
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
89
shares
|
$6,559
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
84
shares
|
$6,190
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
73
shares
|
$5,380
0.0% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
61
shares
|
$4,495
0.0% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
53
shares
|
$3,906
0.0% of portfolio
|
Q1 2025
Reduced 34.57%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
37
shares
|
$2,726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25
shares
|
$1,842
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$1,474
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6
shares
|
$442
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
3
shares
|
$221
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|