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 216 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,262,153
shares
|
$146 Million
0.78% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
1,504,650
shares
|
$96.9 Million
0.6% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,208,842
shares
|
$77.9 Million
1.63% of portfolio
|
Q1 2025
Reduced 23.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
805,738
shares
|
$51.9 Million
0.0% of portfolio
|
Q1 2025
Added 17.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
693,636
shares
|
$44.7 Million
0.25% of portfolio
|
Q1 2025
Added 9.14%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
548,480
shares
|
$35.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
544,859
shares
|
$35.1 Million
0.86% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
481,972
shares
|
$31 Million
0.18% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
354,819
shares
|
$22.9 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
343,986
shares
|
$22.2 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
340,315
shares
|
$21.9 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.57%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
320,921
shares
|
$20.7 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
303,038
shares
|
$19.5 Million
5.76% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
276,414
shares
|
$17.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
258,417
shares
|
$16.6 Million
4.18% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
251,793
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.1%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$16.1 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
219,999
shares
|
$14.2 Million
7.04% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
218,884
shares
|
$14.1 Million
0.23% of portfolio
|
Q4 2022
Added 3.95%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
217,804
shares
|
$14 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
216,691
shares
|
$14 Million
0.07% of portfolio
|
Q1 2025
Added 3.75%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
202,985
shares
|
$13.1 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$12.5 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
183,982
shares
|
$11.9 Million
0.0% of portfolio
|
Q1 2025
Added 11.03%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$11.7 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|