ISHARES TR SMMD
RUSEL 2500 ETF · ETP · CUSIP 46435G268
103
institutional holders
5.9m
shares reported held*
$293.2mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.02.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 640.2k $31.9m | — |
| HERITAGE WEALTH MANAGEMENT, LLC 7.15% of their portfolio | 447.6k $22.3m | — |
| UBS Group AG 0.01% of their portfolio | 380.1k $18.9m | — |
| Brio Consultants, LLC 3.32% of their portfolio | 302.1k $15.7m | — |
| Lee Financial Group Hawaii, Inc. 11.65% of their portfolio | 291.0k $14.5m | — |
| WealthOne, LLC 4.86% of their portfolio | 226.5k $11.3m | — |
| TRUIST FINANCIAL CORP 0.02% of their portfolio | 215.3k $10.7m | — |
| Wealthspire Advisors, LLC 0.22% of their portfolio | 211.4k $10.5m | — |
| Orion Porfolio Solutions, LLC 0.22% of their portfolio | 210.6k $10.5m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 201.6k $10.0m | — |
| US BANCORP \DE\ 0.02% of their portfolio | 198.0k $9.9m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.06% of their portfolio | 186.8k $9.3m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 180.7k $9.0m | — |
| Cresset Asset Management, LLC 0.11% of their portfolio | 173.7k $8.6m | — |
| LITTLE HOUSE CAPITAL LLC 4.19% of their portfolio | 158.1k $7.9m | — |
| Advisory Resource Group 2.56% of their portfolio | 155.5k $7.7m | — |
| COLONY GROUP LLC 0.12% of their portfolio | 136.1k $6.8m | — |
| Surevest, LLC 1.66% of their portfolio | 122.9k $6.1m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 103.4k $5.2m | — |
| CENTRAL TRUST Co 0.14% of their portfolio | 84.4k $4.2m | — |
| Destiny Wealth Partners, LLC 0.94% of their portfolio | 84.0k $4.2m | — |
| LPL Financial LLC 0.00% of their portfolio | 82.9k $4.1m | — |
| Kendall Capital Management 2.28% of their portfolio | 78.8k $3.9m | — |
| Strategic Wealth Partners Group, LLC 0.83% of their portfolio | 72.0k $3.6m | — |
| Cetera Advisor Networks LLC 0.03% of their portfolio | 55.1k $2.7m | — |
| CW Advisors, LLC 0.07% of their portfolio | 54.5k $2.7m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 51.4k $2.6m | — |
| Atria Investments, Inc 0.05% of their portfolio | 42.7k $2.1m | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 41.7k $2.1m | — |
| Mariner, LLC 0.01% of their portfolio | 39.5k $2.0m | — |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 37.7k $1.9m | — |
| LINCOLN NATIONAL CORP 0.04% of their portfolio | 35.9k $1.8m | — |
| MEANS INVESTMENT CO., INC. 0.31% of their portfolio | 28.5k $1.4m | — |
| Eagle Bay Advisors LLC 0.81% of their portfolio | 26.3k $1.3m | — |
| 55I, LLC 0.03% of their portfolio | 24.1k $1.2m | — |
| JOHNSON INVESTMENT COUNSEL INC 0.02% of their portfolio | 22.9k $1.1m | — |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 22.2k $1.1m | — |
| Beacon Pointe Advisors, LLC 0.02% of their portfolio | 18.6k $927.0k | — |
| USAdvisors Wealth Management, LLC 0.44% of their portfolio | 17.3k $860.0k | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 16.5k $819.0k | — |
| HUNTINGTON NATIONAL BANK 0.01% of their portfolio | 16.2k $808.0k | — |
| Tower Research Capital LLC (TRC) 0.01% of their portfolio | 15.4k $768.0k | — |
| James J. Burns & Company, LLC 0.33% of their portfolio | 14.8k $737.0k | — |
| CWM, LLC 0.01% of their portfolio | 14.2k $705.0k | — |
| Bridgeworth, LLC 0.16% of their portfolio | 14.0k $699.0k | — |
| Avidian Wealth Enterprises, LLC 0.05% of their portfolio | 13.8k $685.0k | — |
| Private Advisor Group, LLC 0.01% of their portfolio | 13.2k $658.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 13.2k $656.0k | — |
| Southern Wealth Management, LLP 0.28% of their portfolio | 12.7k $694.0k | — |
| Apollon Wealth Management, LLC 0.05% of their portfolio | 12.4k $618.0k | — |
| Charter Oak Capital Management, LLC 0.10% of their portfolio | 12.0k $598.0k | — |
| Creative Planning 0.00% of their portfolio | 11.7k $583.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 11.7k $583.0k | — |
| Perigon Wealth Management, LLC 0.05% of their portfolio | 11.5k $573.0k | — |
| MATHER GROUP, LLC. 0.01% of their portfolio | 11.2k $558.0k | — |
| DOWLING & YAHNKE LLC 0.03% of their portfolio | 11.1k $554.0k | — |
| One Wealth Advisors, LLC 0.17% of their portfolio | 10.5k $521.0k | — |
| MORGAN STANLEY 0.00% of their portfolio | 10.0k $498.0k | — |
| Investmark Advisory Group LLC 0.44% of their portfolio | 9.9k $493.0k | — |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 9.8k $490.0k | — |
| Bremer Bank National Association 0.10% of their portfolio | 9.1k $451.0k | — |
| Strong Tower Advisory Services 0.25% of their portfolio | 8.6k $426.0k | — |
| Treynor Bancshares, Inc. 0.31% of their portfolio | 8.3k $412.0k | — |
| FLPUTNAM INVESTMENT MANAGEMENT CO 0.02% of their portfolio | 7.9k $392.0k | — |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 7.3k $361.0k | — |
| Spearhead Capital Advisors, LLC 0.37% of their portfolio | 6.8k $341.0k | — |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 6.8k $341.0k | — |
| OneAscent Wealth Management LLC 0.17% of their portfolio | 6.3k $316.0k | — |
| Atlas Private Wealth Advisors 0.17% of their portfolio | 5.7k $285.0k | — |
| Van Cleef Asset Management,Inc 0.05% of their portfolio | 5.7k $283.0k | — |
| Atria Wealth Solutions, Inc. 0.00% of their portfolio | 5.6k $277.5k | — |
| TRUE Private Wealth Advisors 0.04% of their portfolio | 5.2k $258.0k | — |
| Mayflower Financial Advisors, LLC 0.04% of their portfolio | 5.1k $255.0k | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 4.8k $238.0k | — |
| Advisory Services Network, LLC 0.01% of their portfolio | 4.7k $233.0k | — |
| Mutual Advisors, LLC 0.01% of their portfolio | 4.7k $233.0k | — |
| Mayfair Advisory Group, LLC 0.33% of their portfolio | 4.6k $234.0k | — |
| TCWP LLC 0.05% of their portfolio | 4.6k $228.0k | — |
| PFG Advisors 0.03% of their portfolio | 4.5k $225.0k | — |
| Essex Financial Services, Inc. 0.03% of their portfolio | 4.5k $222.0k | — |
| J.W. COLE ADVISORS, INC. 0.02% of their portfolio | 4.3k $216.0k | — |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 3.6k $178.0k | — |
| Cribstone Capital Management, LLC 0.10% of their portfolio | 3.3k $162.0k | — |
| DT Investment Partners, LLC 0.03% of their portfolio | 3.2k $160.0k | — |
| Sargent Bickham Lagudis LLC 0.01% of their portfolio | 3.1k $156.0k | — |
| WIPFLI FINANCIAL ADVISORS LLC, 0.01% of their portfolio | 2.0k $100.0k | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1.6k $80.0k | — |
| American Portfolios Advisors 0.00% of their portfolio | 1.4k $67.2k | — |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 1.1k $57.0k | — |
| Carmichael Hill & Associates, Inc. 0.03% of their portfolio | 1.1k $57.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 959 $47.0k | — |
| FMR LLC 0.00% of their portfolio | 612 $30.0k | — |
| Global Retirement Partners, LLC 0.00% of their portfolio | 509 $28.0k | — |
| WHITTIER TRUST CO 0.00% of their portfolio | 436 $22.0k | — |
| WHITTIER TRUST CO OF NEVADA INC 0.00% of their portfolio | 400 $20.0k | — |
| Goodwin Investment Advisory 0.01% of their portfolio | 372 $19.0k | — |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 347 $18.0k | — |
| Twin Lakes Capital Management, LLC 0.01% of their portfolio | 334 $17.0k | — |
| Spire Wealth Management 0.00% of their portfolio | 297 $15.0k | — |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 236 $12.0k | — |