Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Total 13F shares
-
3,023,714
-
Share change
-
+308,552
-
Total reported value
-
$200,270,673
-
Price per share
-
$66.23
-
Number of holders
-
66
-
Value change
-
+$20,622,073
-
Number of buys
-
45
-
Number of sells
-
20
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q2 2021
As of 30 Jun 2021,
ISHARES TR - RUSEL 2500 ETF (SMMD) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,023,714 shares.
The largest 10 holders included
Lake Point Wealth Management, HERITAGE WEALTH MANAGEMENT, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/, Brinker Capital Investments, LLC, Epstein & White Financial LLC, Surevest, LLC, Lee Financial Group Hawaii, Inc., US BANCORP \DE\, and Advisory Resource Group.
This page lists
66
institutional shareholders reporting positions in this security
for the Q2 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.