Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / RUSEL 2500 ETF
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Number of holders
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65
-
Total 13F shares, excl. options
-
3,403,198
-
Shares change
-
+510,955
-
Total reported value, excl. options
-
$218,934,463
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Value change
-
+$32,580,441
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Number of buys
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39
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Number of sells
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22
-
Price
-
$64.20
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q3 2021
As of 30 Sep 2021 ISHARES TR - RUSEL 2500 ETF (SMMD) had 75 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,403,198 shares of stock of the company.
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, MERCER GLOBAL ADVISORS INC /ADV, Surevest, LLC, Lee Financial Group Hawaii, Inc., COMMONWEALTH EQUITY SERVICES, LLC, and US BANCORP \DE\.
This table shows 75 institutional shareholders of the security as of 30 Sep 2021.
| 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.