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 |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
4,339
shares
|
$279,474
0.07% of portfolio
|
Q3 2024
Reduced 21.24%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,339
shares
|
$279,474
0.08% of portfolio
|
Q2 2024
Reduced 17.42%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
4,313
shares
|
$277,800
0.03% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
4,226
shares
|
$272,196
0.32% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,155
shares
|
$267,623
0.0% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
4,067
shares
|
$261,955
0.0% of portfolio
|
Q3 2024
Reduced 63.75%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
4,011
shares
|
$258,348
0.2% of portfolio
|
Q1 2025
Added 7.62%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
4,000
shares
|
$257,640
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
4,000
shares
|
$257,640
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
3,966
shares
|
$255,450
0.01% of portfolio
|
Q1 2025
Reduced 35.24%
|
|
|
O'Connor Financial Group LLC
Quincy, IL |
Apr 07, 2025 Q1 2025 |
3,929
shares
|
$253,066
0.13% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
3,887
shares
|
$250,361
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
3,885
shares
|
$250,232
0.03% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
3,753
shares
|
$241,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,743
shares
|
$241,086
0.0% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
3,665
shares
|
$236,062
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
3,600
shares
|
$231,876
0.02% of portfolio
|
Q1 2025
Reduced 47.14%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
3,553
shares
|
$228,848
0.02% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,547
shares
|
$228,462
0.0% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
3,424
shares
|
$220,539
0.02% of portfolio
|
Q1 2025
Reduced 25.08%
|
|
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
May 15, 2025 Q1 2025 |
3,313
shares
|
$213,390
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
3,275
shares
|
$210,942
0.01% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,852
shares
|
$183,697
0.0% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,826
shares
|
$182,022
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,361
shares
|
$152,072
0.06% of portfolio
|
Q3 2024
Reduced 0.34%
|