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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
12,042
shares
|
$775,625
0.0% of portfolio
|
Q1 2025
Reduced 33.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
12,035
shares
|
$775,174
0.02% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,927
shares
|
$768,218
0.0% of portfolio
|
Q1 2025
Added 12.92%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
11,853
shares
|
$763,451
0.0% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,713
shares
|
$754,434
0.02% of portfolio
|
Q4 2023
Added 14.07%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
11,637
shares
|
$749,539
0.5% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
May 06, 2025 Q1 2025 |
11,407
shares
|
$734,724
0.25% of portfolio
|
Q1 2025
Reduced 17.76%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,328
shares
|
$729,636
0.02% of portfolio
|
Q1 2025
Added 34.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
11,297
shares
|
$727,639
0.0% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
11,252
shares
|
$724,741
0.07% of portfolio
|
Q4 2023
Added 1.19%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
11,131
shares
|
$716,947
0.26% of portfolio
|
Q3 2022
Added 0.82%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
11,042
shares
|
$711,215
0.08% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Strong Tower Advisory Services
Minneapolis, MN |
Apr 09, 2025 Q1 2025 |
10,954
shares
|
$705,547
0.16% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
10,747
shares
|
$692,214
0.05% of portfolio
|
Q4 2023
Added 9.84%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
10,522
shares
|
$677,722
0.0% of portfolio
|
Q4 2022
Added 1.2%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
10,115
shares
|
$651,507
0.0% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
10,056
shares
|
$647,706
0.01% of portfolio
|
Q1 2025
Added 24.81%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,248
shares
|
$595,663
0.01% of portfolio
|
Q1 2025
Added 24.74%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,240
shares
|
$595,148
0.29% of portfolio
|
Q4 2022
Added 183.52%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
9,001
shares
|
$579,754
0.09% of portfolio
|
Q1 2025
Added 27.06%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
8,977
shares
|
$578,208
0.1% of portfolio
|
Q1 2023
Reduced 0.99%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
8,735
shares
|
$562,621
0.0% of portfolio
|
Q1 2025
Added 85.3%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
8,338
shares
|
$537,050
0.11% of portfolio
|
Q1 2025
Reduced 29.94%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
7,890
shares
|
$508,194
0.11% of portfolio
|
Q1 2025
Added 41.14%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
7,868
shares
|
$506,777
0.25% of portfolio
|
Q1 2025
Reduced 0.63%
|