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 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,930,717
shares
|
$202 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
2,262,153
shares
|
$156 Million
0.78% of portfolio
|
Q1 2025
Added 29.37%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
1,504,650
shares
|
$104 Million
0.61% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
970,694
shares
|
$66.8 Million
1.1% of portfolio
|
Q2 2025
Reduced 19.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
816,499
shares
|
$56.2 Million
0.0% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
621,081
shares
|
$42.8 Million
1.0% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
603,824
shares
|
$41.6 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.95%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
520,073
shares
|
$35.8 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
503,388
shares
|
$34.7 Million
0.19% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
339,153
shares
|
$23.4 Million
0.54% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
338,643
shares
|
$23.3 Million
0.37% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
326,022
shares
|
$22.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
323,310
shares
|
$22.3 Million
0.0% of portfolio
|
Q2 2025
Added 16.97%
|
|
|
Kendall Capital Management
|
Jul 16, 2025 Q2 2025 |
310,495
shares
|
$21.4 Million
5.81% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
256,516
shares
|
$17.7 Million
0.01% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$17.2 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
236,044
shares
|
$16.3 Million
0.07% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
219,991
shares
|
$15.1 Million
6.97% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
212,306
shares
|
$14.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$13.3 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
185,494
shares
|
$12.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 42.2%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$12.5 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
180,047
shares
|
$12.4 Million
0.29% of portfolio
|
Q2 2025
Added 181.8%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
171,088
shares
|
$11.8 Million
8.44% of portfolio
|
Q2 2025
Added 20.59%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
171,088
shares
|
$11.8 Million
0.51% of portfolio
|
Q2 2025
Added 21.9%
|