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 |
|---|---|---|---|---|---|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
4,834
shares
|
$337,896
0.07% of portfolio
|
Q3 2024
Added 47.96%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,553
shares
|
$318,254
0.0% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
4,496
shares
|
$314,270
0.32% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
4,475
shares
|
$312,802
0.01% of portfolio
|
Q3 2024
Added 61.73%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
4,348
shares
|
$303,925
0.04% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
4,339
shares
|
$303,296
0.09% of portfolio
|
Q2 2024
Reduced 17.42%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,339
shares
|
$303,296
0.13% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
4,303
shares
|
$300,779
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
4,280
shares
|
$299,172
0.03% of portfolio
|
Q2 2024
Reduced 3.39%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
4,162
shares
|
$290,923
0.01% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
4,140
shares
|
$289,386
0.01% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,067
shares
|
$284,283
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
4,009
shares
|
$280,229
0.0% of portfolio
|
Q3 2024
Added 25.56%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$279,600
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
3,962
shares
|
$276,943
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,944
shares
|
$275,685
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
3,887
shares
|
$271,701
0.02% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,869
shares
|
$270,443
0.0% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
3,753
shares
|
$262,334
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,600
shares
|
$251,640
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Oct 08, 2024 Q3 2024 |
3,472
shares
|
$242,692
0.12% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
3,460
shares
|
$241,854
0.02% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,397
shares
|
$237,450
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,345
shares
|
$233,815
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,272
shares
|
$228,712
0.01% of portfolio
|
Q4 2023
Reduced 0.77%
|