Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Total 13F shares
-
2,365,584
-
Share change
-
+813,405
-
Total reported value
-
$148,796,897
-
Price per share
-
$62.89
-
Number of holders
-
65
-
Value change
-
+$52,219,197
-
Number of buys
-
43
-
Number of sells
-
17
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q1 2021
As of 31 Mar 2021,
ISHARES TR - RUSEL 2500 ETF (SMMD) was held by
65 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,365,584 shares.
The largest 10 holders included
Brinker Capital Investments, LLC, ENVESTNET ASSET MANAGEMENT INC, HERITAGE WEALTH MANAGEMENT, LLC, BANK OF AMERICA CORP /DE/, Epstein & White Financial LLC, Lee Financial Group Hawaii, Inc., US BANCORP \DE\, Advisory Resource Group, Jordan Park Group LLC, and Surevest, LLC.
This page lists
65
institutional shareholders reporting positions in this security
for the Q1 2021 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.