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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
59,735
shares
|
$3.85 Million
1.42% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
58,273
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
55,264
shares
|
$3.56 Million
0.01% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
49,208
shares
|
$3.17 Million
0.12% of portfolio
|
Q1 2025
Added 47.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
45,054
shares
|
$2.9 Million
0.01% of portfolio
|
Q1 2025
Added 18.3%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
43,420
shares
|
$2.8 Million
0.0% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
41,495
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
38,404
shares
|
$2.47 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
36,417
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2023
Added 3.25%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
33,978
shares
|
$2.19 Million
0.0% of portfolio
|
Q1 2025
Added 13330.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
33,810
shares
|
$2.18 Million
0.01% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
33,624
shares
|
$2.17 Million
0.51% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
32,205
shares
|
$2.07 Million
1.43% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
31,292
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 66.67%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
28,963
shares
|
$1.87 Million
0.14% of portfolio
|
Q1 2025
Reduced 51.36%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,498
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
27,226
shares
|
$1.75 Million
0.24% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
26,699
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
24,085
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2022
Reduced 0.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
23,663
shares
|
$1.52 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
23,322
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2023
Added 21.98%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
22,700
shares
|
$1.46 Million
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
21,933
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.11%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
May 02, 2025 Q1 2025 |
21,160
shares
|
$1.36 Million
0.59% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
20,160
shares
|
$1.3 Million
1.05% of portfolio
|
Q1 2025
Reduced 24.76%
|