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 188 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $870 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,029,408
shares
|
$72 Million
1.52% of portfolio
|
Q3 2024
Reduced 23.43%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
936,200
shares
|
$65.4 Million
0.4% of portfolio
|
Q3 2024
Added 92.63%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
598,590
shares
|
$41.8 Million
0.16% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
562,560
shares
|
$39.3 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
541,529
shares
|
$37.9 Million
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
462,586
shares
|
$32.3 Million
0.0% of portfolio
|
Q3 2024
Added 15.32%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
426,813
shares
|
$29.8 Million
0.3% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
346,924
shares
|
$24.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
332,328
shares
|
$23.2 Million
3.61% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
331,646
shares
|
$23.2 Million
0.54% of portfolio
|
Q3 2024
Added 14.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
331,389
shares
|
$23.2 Million
0.11% of portfolio
|
Q3 2024
Added 43.53%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
330,255
shares
|
$23.1 Million
0.96% of portfolio
|
Q3 2024
Added 13.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
317,374
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
288,501
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Cmh Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
257,712
shares
|
$18 Million
4.13% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
249,984
shares
|
$17.5 Million
5.51% of portfolio
|
Q3 2023
Added 2.45%
|
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
246,515
shares
|
$17.2 Million
3.91% of portfolio
|
Q2 2024
Added 6.94%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
218,884
shares
|
$15.3 Million
0.23% of portfolio
|
Q4 2022
Added 3.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
199,652
shares
|
$14 Million
0.09% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
193,720
shares
|
$13.5 Million
6.84% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
189,202
shares
|
$13.2 Million
6.62% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
188,363
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
182,255
shares
|
$12.7 Million
1.41% of portfolio
|
Q1 2024
Added 4.1%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
177,555
shares
|
$12.4 Million
3.81% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
159,055
shares
|
$11.1 Million
0.91% of portfolio
|
Q3 2024
Added 5.52%
|