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 |
|---|---|---|---|---|---|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
7,769
shares
|
$500,401
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
7,545
shares
|
$485,973
0.14% of portfolio
|
Q1 2025
Added 9.13%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
7,491
shares
|
$482,495
0.0% of portfolio
|
Q2 2024
Added 1718.2%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
May 19, 2025 Q1 2025 |
7,411
shares
|
$477,342
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
7,238
shares
|
$466,199
0.0% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
7,210
shares
|
$464,396
0.16% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
7,092
shares
|
$456,795
0.09% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,875
shares
|
$442,818
0.19% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
6,849
shares
|
$441,144
0.37% of portfolio
|
Q1 2022
New holding
|
|
|
Treynor Bancshares, Inc.
|
Feb 12, 2025 Q4 2024 |
6,746
shares
|
$434,509
0.52% of portfolio
|
Q4 2024
Added 28.74%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
6,689
shares
|
$430,838
0.25% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
6,684
shares
|
$430,516
0.0% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
6,587
shares
|
$424,268
0.01% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
6,540
shares
|
$421,241
0.1% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,843
shares
|
$376,347
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
5,538
shares
|
$356,702
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
5,479
shares
|
$352,902
0.08% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,460
shares
|
$351,678
0.02% of portfolio
|
Q1 2025
Added 15.83%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
5,287
shares
|
$340,535
0.17% of portfolio
|
Q1 2025
Added 22.3%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
5,065
shares
|
$326,236
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,995
shares
|
$321,727
0.05% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
4,727
shares
|
$304,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
4,556
shares
|
$293,451
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,481
shares
|
$288,621
0.01% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,457
shares
|
$287,075
0.0% of portfolio
|
Q4 2024
Added 0.5%
|