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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
20,120
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 17.28%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
19,151
shares
|
$1.23 Million
0.52% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
19,128
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Added 61.85%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
18,776
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Reduced 32.1%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
18,220
shares
|
$1.17 Million
0.01% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
17,812
shares
|
$1.15 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,641
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.7%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
17,538
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
16,827
shares
|
$1.08 Million
0.36% of portfolio
|
Q1 2023
Added 18.13%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
16,161
shares
|
$1.04 Million
0.42% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
16,156
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
16,124
shares
|
$1.04 Million
0.95% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
16,017
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 32.45%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,323
shares
|
$986,954
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
15,308
shares
|
$985,988
0.37% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,182
shares
|
$977,872
0.0% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
14,895
shares
|
$959,386
0.05% of portfolio
|
Q1 2025
Added 28.5%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
14,407
shares
|
$927,954
0.0% of portfolio
|
Q1 2025
Reduced 19.17%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
13,586
shares
|
$875,074
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
13,447
shares
|
$866,121
0.0% of portfolio
|
Q1 2025
Added 33.01%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,372
shares
|
$861,290
0.02% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,122
shares
|
$845,188
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
12,530
shares
|
$807,057
0.02% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
12,443
shares
|
$801,453
0.0% of portfolio
|
Q4 2024
Added 20.92%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
12,329
shares
|
$794,110
0.01% of portfolio
|
Q1 2025
Added 20.62%
|