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 16.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
1,748,650
shares
|
$123 Million
0.62% of portfolio
|
Q4 2024
Added 427.67%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
1,587,780
shares
|
$111 Million
2.33% of portfolio
|
Q4 2024
Added 54.24%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
1,363,980
shares
|
$95.7 Million
0.57% of portfolio
|
Q4 2024
Added 45.69%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
765,409
shares
|
$53.7 Million
0.02% of portfolio
|
Q4 2024
Added 41.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
688,304
shares
|
$48.3 Million
0.0% of portfolio
|
Q4 2024
Added 48.79%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
635,524
shares
|
$44.6 Million
0.25% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
555,258
shares
|
$38.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
549,769
shares
|
$38.6 Million
1.47% of portfolio
|
Q4 2024
Added 66.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
469,382
shares
|
$32.9 Million
0.32% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
446,550
shares
|
$31.3 Million
0.76% of portfolio
|
Q4 2024
Added 34.65%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
360,819
shares
|
$25.3 Million
0.04% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
352,928
shares
|
$24.8 Million
0.03% of portfolio
|
Q4 2024
Added 11.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
345,181
shares
|
$24.2 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
330,785
shares
|
$23.2 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
292,799
shares
|
$20.5 Million
6.02% of portfolio
|
Q4 2024
Added 64.91%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
258,881
shares
|
$18.2 Million
4.14% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$17.5 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
248,002
shares
|
$17.4 Million
0.0% of portfolio
|
Q4 2024
Added 31.66%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
222,745
shares
|
$15.6 Million
0.05% of portfolio
|
Q4 2024
Added 174.47%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
218,884
shares
|
$15.4 Million
0.23% of portfolio
|
Q4 2022
Added 3.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
208,853
shares
|
$14.6 Million
0.05% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$13.6 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
190,565
shares
|
$13.4 Million
6.47% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$12.8 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
170,824
shares
|
$12 Million
0.02% of portfolio
|
Q4 2024
Added 24.54%
|