Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Total 13F shares
-
624,368
-
Share change
-
-35,366
-
Total reported value
-
$20,887,000
-
Price per share
-
$33.61
-
Number of holders
-
30
-
Value change
-
-$1,915,164
-
Number of buys
-
18
-
Number of sells
-
16
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q1 2020
As of 31 Mar 2020,
ISHARES TR - RUSEL 2500 ETF (SMMD) was held by
30 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
624,368 shares.
The largest 10 holders included
BRINKER CAPITAL INC, O'Brien Wealth Partners LLC, US BANCORP \DE\, Stevard, LLC, ROYAL BANK OF CANADA, LINCOLN NATIONAL CORP, BANK OF AMERICA CORP /DE/, Advisory Resource Group, JOHNSON INVESTMENT COUNSEL INC, and KFA Private Wealth Group, LLC.
This page lists
30
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.