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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,192
shares
|
$141,186
0.0% of portfolio
|
Q1 2025
Reduced 6.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,001
shares
|
$128,884
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,001
shares
|
$128,884
0.0% of portfolio
|
Q1 2025
Reduced 31.94%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
1,942
shares
|
$125,084
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,753
shares
|
$112,910
0.0% of portfolio
|
Q1 2025
Added 84.53%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,723
shares
|
$110,978
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,703
shares
|
$109,690
0.0% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
1,595
shares
|
$102,733
0.02% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,577
shares
|
$101,574
0.0% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
1,412
shares
|
$90,946
0.04% of portfolio
|
Q2 2022
Added 22.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,350
shares
|
$86,953
0.0% of portfolio
|
Q1 2021
Reduced 90.37%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
1,230
shares
|
$79,224
0.02% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,225
shares
|
$78,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,174
shares
|
$75,617
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
993
shares
|
$63,959
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
940
shares
|
$60,545
0.02% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
822
shares
|
$52,945
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
574
shares
|
$36,971
0.0% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
553
shares
|
$35,618
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
477
shares
|
$30,723
0.0% of portfolio
|
Q1 2025
Added 213.82%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
354
shares
|
$22,801
0.0% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
334
shares
|
$21,512
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
304
shares
|
$19,580
0.0% of portfolio
|
Q1 2025
Reduced 39.08%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
295
shares
|
$19,000
0.0% of portfolio
|
Q1 2025
Added 851.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232
shares
|
$14,943
0.0% of portfolio
|
Q4 2021
New holding
|