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 |
|---|---|---|---|---|---|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
223
shares
|
$14,363
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
207
shares
|
$13,332
0.0% of portfolio
|
Q2 2024
Reduced 68.54%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
183
shares
|
$11,787
0.01% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
166
shares
|
$10,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
166
shares
|
$10,692
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
157
shares
|
$10,112
0.0% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
100
shares
|
$6,441
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
89
shares
|
$5,732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
84
shares
|
$5,410
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
72
shares
|
$4,637
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
70
shares
|
$4,508
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
53
shares
|
$3,413
0.0% of portfolio
|
Q1 2025
Reduced 34.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25
shares
|
$1,610
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
20
shares
|
$1,288
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3
shares
|
$193
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|