Who owns Ishares Tr rusel 2500 etf?
- Ticker: SMMD
- CUSIP Number: 46435g268
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Tr rusel 2500 etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Tr rusel 2500 etf stock
Who bought or sold Ishares Tr rusel 2500 etf this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Coldstream Capital Management | 1.6M | $96M | 8% | Dec 2023 |
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| Fifth Third Bancorp | 490k | $30M | 0% | Dec 2023 |
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| Sontag Advisory | 425k | $26M | 14% | Dec 2023 |
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| Branch Banking & Trust Company | 344k | $21M | 40% | Dec 2023 |
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| Brio Consultants | 337k | $21M | 0% | Dec 2023 |
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| Us Bancorp | 294k | $18M | 17% | Dec 2023 |
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| Orion Portfolio Solutions | 286k | $17M | 73% | Dec 2023 |
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| Bank of America Corporation | 279k | $17M | -16% | Dec 2023 |
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| CMH Wealth Management | 261k | $17M | -6% | Mar 2024 |
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| Advisory Resource Group | 214k | $13M | 4% | Dec 2023 |
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| Central Trust & Investment | 209k | $13M | 33% | Dec 2023 |
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| Heritage Wealth Management | 204k | $13M | 100% | Dec 2023 |
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| Commonwealth Equity Services | 175k | $11M | 7% | Dec 2023 |
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| Colony | 155k | $9.6M | 100% | Dec 2023 |
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| HighTower Advisors | 153k | $9.4M | -3% | Dec 2023 |
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| Kendall Capital Management | 148k | $9.1M | 7% | Dec 2023 |
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| Berger Financial Group | 148k | $9.7M | 11% | Mar 2024 |
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| UBS Group | 148k | $9.1M | 41% | Dec 2023 |
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| New York State Common Retirement Fund | 91k | $5.6M | 100% | Dec 2023 |
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| Rockefeller Capital Management | 79k | $4.9M | 379% | Dec 2023 |
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| Royal Bank of Canada | 72k | $4.5M | 18% | Dec 2023 |
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| Advisor Group Holdings | 67k | $4.1M | 14% | Dec 2023 |
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| CI Private Wealth | 65k | $4.0M | 52% | Dec 2023 |
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| BCJ Capital Management | 59k | $3.7M | -10% | Dec 2023 |
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| Atria Wealth Solutions | 57k | $3.5M | 4% | Dec 2023 |
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| MidWestOne Financial Group | 56k | $3.4M | 100% | Dec 2023 |
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| Janney Montgomery Scott | 52k | $3.2M | 3% | Dec 2023 |
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| Congress Wealth Management LLC / DE / | 47k | $2.9M | 1001% | Dec 2023 |
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| Smartleaf Asset Management | 47k | $2.9M | 100% | Dec 2023 |
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| Benchmark Financial Wealth Advisors | 46k | $2.8M | 2% | Dec 2023 |
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| H D Vest Advisory Services | 40k | $2.5M | 766% | Dec 2023 |
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| Johnson Investment Counsel | 39k | $2.4M | 94% | Dec 2023 |
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| Mariner Wealth Advisors | 39k | $2.4M | -1% | Dec 2023 |
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| Congress Asset Management | 36k | $2.4M | -57% | Mar 2024 |
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| Baird Financial | 32k | $2.0M | 100% | Dec 2023 |
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| Lincoln National | 30k | $1.8M | 7% | Dec 2023 |
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| Ulland Investment Advisors | 28k | $1.7M | 100% | Dec 2023 |
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| Damian Sousa | 24k | $1.5M | 386% | Dec 2023 |
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| CX Institutional | 23k | $1.5M | 12% | Mar 2024 |
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| Quadrant Capital | 23k | $1.4M | 0% | Dec 2023 |
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| Charter Oak Capital Management | 23k | $1.4M | 9% | Dec 2023 |
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| Jpmorgan Chase & Co | 23k | $1.4M | 112% | Dec 2023 |
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| Klingenstein Fields & Co | 23k | $1.4M | 0% | Dec 2023 |
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| Palisade Capital Management | 22k | $1.4M | 100% | Dec 2023 |
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| Catalytic Wealth RIA | 20k | $1.2M | 100% | Dec 2023 |
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| Captrust Financial Advisors | 20k | $1.2M | -21% | Dec 2023 |
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| Cambridge Investment Research Advisors | 19k | $1.1M | 373% | Dec 2023 |
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| Strong Tower Advisory Services | 18k | $1.1M | 11% | Mar 2024 |
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| Goldman Sachs Group | 17k | $1.1M | 100% | Dec 2023 |
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| USAdvisors Wealth Management | 17k | $1.0M | -3% | Dec 2023 |
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| RFG Advisory | 17k | $1.1M | -41% | Mar 2024 |
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| Huntington National Bank | 17k | $1.0M | 1% | Dec 2023 |
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| Jane Street | 16k | $966k | 100% | Dec 2023 |
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| Raymond James & Associates | 15k | $900k | -21% | Dec 2023 |
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| Means Investment | 14k | $947k | -23% | Mar 2024 |
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| Integrated Advisors Network | 14k | $866k | 100% | Dec 2023 |
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| Level Four Advisory Services | 14k | $849k | 100% | Dec 2023 |
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| HF Advisory Group | 13k | $809k | 6% | Dec 2023 |
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| Creative Planning | 13k | $804k | -1% | Dec 2023 |
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| Apollon Wealth Management | 12k | $765k | 0% | Dec 2023 |
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| Private Advisor | 12k | $738k | 100% | Dec 2023 |
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| Sawtooth Asset Management | 12k | $721k | 14% | Dec 2023 |
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| Putnam Fl Investment Management | 12k | $717k | 11% | Dec 2023 |
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| Streettalk Advisors | 12k | $716k | -28% | Dec 2023 |
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| CWM | 12k | $756k | 8% | Mar 2024 |
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| SevenBridge Financial | 11k | $704k | 22% | Dec 2023 |
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| Bridgeworth | 11k | $693k | 1% | Dec 2023 |
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| Mather Group | 11k | $691k | 0% | Mar 2024 |
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| Dfpg Investments | 11k | $641k | 10% | Dec 2023 |
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| Pathstone Holdings | 11k | $655k | 100% | Dec 2023 |
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| Principal Financial Group | 10k | $642k | 12% | Dec 2023 |
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| Treynor Bancshares | 10k | $634k | 15% | Dec 2023 |
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| KC Investment Advisors | 9.5k | $585k | -68% | Dec 2023 |
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| Bremer Bank National Association | 9.0k | $589k | 0% | Mar 2024 |
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| William Blair $ Company | 8.5k | $524k | 23% | Dec 2023 |
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| Mayflower Financial Advisors | 8.4k | $518k | 1% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 8.1k | $499k | 10036% | Dec 2023 |
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| Pure Financial Advisors | 8.0k | $524k | 12% | Mar 2024 |
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| Bank of New York Mellon | 7.7k | $475k | 99% | Dec 2023 |
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| Heron Bay Capital Management | 7.6k | $467k | -35% | Dec 2023 |
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| Legacy Trust | 6.9k | $425k | 0% | Dec 2023 |
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| OneAscent Wealth Management | 6.8k | $447k | 13% | Mar 2024 |
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| EP Wealth Advisors | 6.6k | $408k | -26% | Dec 2023 |
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| Raymond James Financial Services Advisors | 6.5k | $401k | 20% | Dec 2023 |
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| Whittier Trust | 6.5k | $399k | -6% | Dec 2023 |
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| Windsor Advisory Group | 6.4k | $393k | 100% | Dec 2023 |
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| Atlas Private Wealth Advisors | 6.0k | $369k | -26% | Dec 2023 |
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| GoalVest Advisory | 5.3k | $345k | -31% | Mar 2024 |
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| Townsquare Capital | 5.1k | $314k | 100% | Dec 2023 |
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| Sepio Capital | 5.1k | $312k | 0% | Dec 2023 |
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| Red Mountain Financial | 4.8k | $295k | 100% | Dec 2023 |
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| Altman Advisors | 4.6k | $281k | -2% | Dec 2023 |
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| Mercer Global Advisors | 4.5k | $275k | -40% | Dec 2023 |
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| Mayfair Advisory Group | 4.5k | $273k | 2% | Dec 2023 |
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| PFG Advisors | 4.4k | $274k | -6% | Dec 2023 |
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| Van Cleef Asset Management | 4.4k | $273k | -14% | Dec 2023 |
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| TRUE Private Wealth Advisors | 4.3k | $268k | 7% | Dec 2023 |
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| O'shaughnessy Asset Management | 4.1k | $255k | -16% | Dec 2023 |
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| DT Investment Partners | 4.1k | $249k | 14% | Dec 2023 |
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| One Capital Management | 4.1k | $250k | 7% | Dec 2023 |
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| Firestone Capital Management | 4.0k | $246k | 0% | Dec 2023 |
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| HPM Partners | 3.8k | $231k | 100% | Dec 2023 |
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| SigFig Wealth Management | 3.6k | $227k | 100% | Dec 2023 |
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| International Assets Investment Management | 3.5k | $230k | 100% | Mar 2024 |
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| Atomi Financial Group | 3.5k | $216k | 100% | Dec 2023 |
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| O'Connor Financial Group | 3.2k | $207k | 100% | Mar 2024 |
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| Wells Fargo & Company | 2.7k | $168k | -12% | Dec 2023 |
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| Tompkins Financial Corp | 2.5k | $161k | 0% | Mar 2024 |
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| Capital Analysts | 2.4k | $151k | 100% | Dec 2023 |
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| Citigroup | 2.3k | $145k | 158% | Dec 2023 |
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| Carmichael Hill & Associates | 2.2k | $138k | 6% | Dec 2023 |
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| Parallel Advisors | 2.2k | $136k | 811% | Dec 2023 |
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| IAG Wealth Partners | 1.4k | $88k | 100% | Dec 2023 |
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| ORG Partners | 754.00 | $46k | 0% | Dec 2023 |
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| Global Wealth Strategies & Associates | 689.00 | $42k | -99% | Dec 2023 |
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| Harbour Investments | 660.00 | $41k | 15% | Dec 2023 |
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| Armstrong Advisory Group | 507.00 | $31k | 0% | Mar 2024 |
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| Spire Wealth Management | 450.00 | $27k | 0% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 400.00 | $25k | 0% | Dec 2023 |
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| Eagle Bay Advisors | 393.00 | $24k | -95% | Dec 2023 |
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| IFP Advisors | 369.00 | $23k | -12% | Dec 2023 |
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| Twin Lakes Capital Management | 334.00 | $21k | 0% | Dec 2023 |
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| Geneos Wealth Management | 245.00 | $15k | 42% | Dec 2023 |
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| Goodwin Investment Advisory | 126.00 | $7.8k | -41% | Dec 2023 |
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| M&r Capital Management | 100.00 | $6.2k | 0% | Dec 2023 |
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| Advisory Services Network | 86.00 | $5.3k | 100% | Dec 2023 |
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| Baystate Wealth Management | 84.00 | $5.2k | 0% | Dec 2023 |
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| Future Financial Wealth Managment | 63.00 | $4.1k | 100% | Mar 2024 |
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| Principal Securities | 25.00 | $1.5k | 100% | Dec 2023 |
|
| Live Oak Investment Partners | 18.00 | $1.1k | 0% | Dec 2023 |
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Who sold out of Ishares Tr rusel 2500 etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ronald Blue Trust | Sep 2023 | 6.4k | $370k |
| Vident Advisory | Sep 2023 | 6.4k | $351k |
| Schechter Investment Advisors | Sep 2023 | 5.0k | $273k |
| Curated Wealth Partners | Dec 2023 | 4.3k | $265k |
| Camden Capital | Sep 2023 | 4.2k | $230k |
| Perigon Wealth Management | Sep 2023 | 3.9k | $210k |
| Mutual Advisors | Sep 2023 | 3.8k | $208k |
| One Wealth Advisors | Sep 2023 | 3.7k | $203k |
| Global Retirement Partners | Sep 2023 | 174.00 | $9.2k |