SMMD / iShares Trust - iShares Russell 2500 ETF - Kepemilikan Institusional - Pembeli

iShares Trust - iShares Russell 2500 ETF
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Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di iShares Trust - iShares Russell 2500 ETF meliputi Glenmede Investment Management, LP, Gerber Kawasaki Wealth & Investment Management, Centerpoint Advisors, LLC, Great Lakes Advisors, Llc, Bbr Partners, Llc, Old National Bancorp /in/, Evernest Financial Advisors, LLC, Empowered Funds, LLC, Franklin Resources Inc, Quantinno Capital Management LP, Park Avenue Securities Llc, Exchange Traded Concepts, Llc, Greenwood Capital Associates Llc, Russell Investments Group, Ltd., SRS Capital Advisors, Inc., First Command Advisory Services, Inc., dan Qube Research & Technologies Ltd .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-05 13F Plante Moran Financial Advisors, LLC 477 187.35 32 220.00
2025-07-30 13F D.a. Davidson & Co. 4,560 9.75 309 19.31
2025-08-14 13F Colony Group, LLC 491,438 21.47 33,313 31.66
2025-08-14 13F Mariner, LLC 70,830 17.69 4,801 27.56
2025-07-18 13F SigFig Wealth Management, LLC 95,048 36.77 6,423 47.52
2025-07-22 13F Simplicity Wealth,LLC 171,088 21.90 11,596 32.12
2025-08-14 13F Smartleaf Asset Management LLC 39,282 2.29 2,655 10.31
2025-07-28 13F Ritholtz Wealth Management 3,286 0.34 223 8.82
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F OneAscent Wealth Management LLC 7,897 14.87 1
2025-08-01 13F Rossby Financial, LCC 92,198 10.28 6,249 22.53
2025-08-01 13F Centerpoint Advisors, LLC 30,637 2
2025-08-05 13F Bank of New York Mellon Corp 3,834 1.00 260 9.28
2025-07-15 13F Td Private Client Wealth Llc 2,933 2.84 199 11.24
2025-08-01 13F Bessemer Group Inc 2,630 0
2025-08-14 13F Comerica Bank 6,874 303.64 466 338.68
2025-05-21 13F/A Geneos Wealth Management Inc. 295 851.61 18 800.00
2025-07-25 13F Johnson Investment Counsel Inc 22,217 18.33 1,506 28.19
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 9,058 91.62 614 107.80
2025-07-16 13F Perigon Wealth Management, LLC 7,028 56.84 476 70.00
2025-08-27 13F/A Brinker Capital Investments, LLC 121,015 0.43 8,202 8.85
2025-08-12 13F SRS Capital Advisors, Inc. 677 46
2025-08-14 13F Old Mission Capital Llc 4,995 339
2025-07-18 13F Pure Financial Advisors, Inc. 14,772 30.40 1,001 41.38
2025-08-14 13F Citadel Advisors Llc 30,139 37.41 2,043 48.94
2025-08-04 13F Spire Wealth Management 2,264 374.63 153 427.59
2025-09-04 13F/A Advisor Group Holdings, Inc. 280,032 199.87 18,974 224.82
2025-07-15 13F James J. Burns & Company, LLC 77,867 12.17 5,278 21.56
2025-08-05 13F Benchmark Financial Wealth Advisors, LLC 71,026 18.90 4,814 28.89
2025-08-14 13F Diversify Wealth Management, Llc 3,428 0.12 242 14.76
2025-07-22 13F Berger Financial Group, Inc 138,848 4.84 9,411 13.63
2025-08-12 13F LPL Financial LLC 158,245 19.88 10,726 29.92
2025-08-14 13F Qube Research & Technologies Ltd 37 3
2025-08-13 13F Baird Financial Group, Inc. 46,169 2.47 3,129 11.08
2025-08-13 13F Northwestern Mutual Wealth Management Co 21,576 60.45 1,462 73.84
2025-08-14 13F Mml Investors Services, Llc 41,474 22.67 3 0.00
2025-07-21 13F Greenwood Capital Associates Llc 2,977 202
2025-08-07 13F Altman Advisors, Inc. 22,279 5.29 322 5.57
2025-07-31 13F AlTi Global, Inc. 32,787 461.13 2,255 517.81
2025-08-04 13F Mayflower Financial Advisors, LLC 5,020 0.50 340 8.97
2025-08-14 13F GWM Advisors LLC 6,304 299.75 427 335.71
2025-08-13 13F Mayfair Advisory Group, LLC 7,203 7.68 496 18.42
2025-07-30 13F Retirement Planning Group 43,462 219.90 2,946 246.88
2025-08-14 13F Bbr Partners, Llc 11,206 760
2025-08-11 13F Great Lakes Advisors, Llc 25,637 1,738
2025-08-01 13F First Command Advisory Services, Inc. 648 44
2025-07-10 13F Exchange Traded Concepts, Llc 3,306 224
2025-07-16 13F Kendall Capital Management 310,495 2.46 21,045 11.05
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 115,875 7,854
2025-08-14 13F Quantinno Capital Management LP 3,429 232
2025-08-13 13F Russell Investments Group, Ltd. 1,210 82
2025-08-14 13F Royal Bank Of Canada 82,855 42.18 5,617 54.14
2025-08-12 13F Franklin Resources Inc 4,853 329
2025-08-05 13F Huntington National Bank 1,160 1.84
2025-08-13 13F BCJ Capital Management, LLC 35,916 24.01 2,434 34.40
2025-08-14 13F City National Bank Of Florida /msd 171,088 20.59 11,596 30.70
2025-08-14 13F Kovitz Investment Group Partners, LLC 236,044 8.93 15,999 18.07
2025-07-16 13F/A CX Institutional 62,130 26.26 4 33.33
2025-07-21 13F Ntv Asset Management Llc 2,975 202
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 16,173 0.30 1,096 3.40
2025-08-15 13F Tower Research Capital LLC (TRC) 19,522 2.06 1,323 10.62
2025-07-28 13F Fairman Group, LLC 1,637 634.08 111
2025-07-25 13F Allspring Global Investments Holdings, LLC 1,269 27.79 87 38.71
2025-07-09 13F Heritage Wealth Architects, Inc. 13,192 298.19 894 331.88
2025-08-07 13F 1620 Investment Advisors, Inc. 4,361 8.73 296 18.00
2025-05-15 13F Glenmede Trust Co Na 2,262,153 29.37 141,475 18.98
2025-07-22 13F Old National Bancorp /in/ 8,977 608
2025-07-22 13F USAdvisors Wealth Management, LLC 11,442 0.31 1
2025-08-12 13F Sfmg, Llc 3,997 12.50 271 21.62
2025-08-11 13F Wealthspire Advisors, LLC 503,388 4.44 34,120 13.19
2025-08-11 13F Empowered Funds, LLC 5,696 386
2025-08-15 13F First Heartland Consultants, Inc. 2,983 202
2025-08-07 13F CENTRAL TRUST Co 621,081 13.99 42,097 23.54
2025-07-22 13F Wealthcare Advisory Partners LLC 180,047 181.80 12,204 205.46
2025-07-21 13F Ameritas Advisory Services, LLC 6 0
2025-08-14 13F Glenmede Investment Management, LP 2,930,717 198,644
2025-07-21 13F Andina Capital Management, LLC 38,942 20.92 2,639 31.03
2025-07-14 13F Park Avenue Securities Llc 3,391 0
2025-07-23 13F L.K. Benson & Company, P.C. 11,730 0.80 795 9.35
2025-07-29 13F Private Trust Co Na 330 8.55 22 15.79
2025-08-07 13F Resources Investment Advisors, LLC. 78,834 0.56 5,343 9.00
2025-08-11 13F Private Advisor Group, LLC 10,772 48.83 730 61.50
2025-08-01 13F Envestnet Asset Management Inc 256,516 1.88 17,387 10.41
2025-07-30 13F Whittier Trust Co 11,811 17.45 800 27.39
2025-08-14 13F RMB Capital Management, LLC 51,384 92.46 3,483 108.63
2025-08-12 13F Sierra Summit Advisors Llc 8,520 2.18 577 10.75
2025-07-17 13F CWA Asset Management Group, LLC 152,710 6.85 10,351 15.80
2025-08-14 13F Wells Fargo & Company/mn 12,585 236.23 853 264.10
2025-08-14 13F UBS Group AG 323,310 16.97 21,914 26.77
2025-08-15 13F Captrust Financial Advisors 14,248 26.12 966 36.69
2025-08-12 13F MAI Capital Management 59,098 2,596.08 4,006 2,823.36
2025-07-28 13F Evernest Financial Advisors, LLC 8,598 583
2025-08-12 13F O'shaughnessy Asset Management, Llc 10,288 17.78 697 27.66
2025-08-12 13F Global Retirement Partners, LLC 73 1.39 5 0.00
2025-08-14 13F Bank Of America Corp /de/ 816,499 1.34 55,342 9.83
2025-08-13 13F Northern Trust Corp 21,004 19.76 1,424 29.84
2025-08-14 13F Catalyst Financial Partners Llc 88,183 37.19 5,977 48.72
2025-08-15 13F Equitable Holdings, Inc. 3,571 0.68 242 9.50
2025-07-07 13F O'Connor Financial Group LLC 4,957 26.16 345 40.82
2025-08-13 13F Jones Financial Companies Lllp 897 128.24 61 150.00
2025-07-29 13F Regions Financial Corp 2,981 202
2025-08-13 13F First National Advisers, LLC 3,043 206
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