ISHARES TR - RUSEL 2500 ETF (SMMD)

Q3 2022 13F Holders as of 30 Sep 2022

Type / Class
Equity / RUSEL 2500 ETF
Total 13F shares
5,878,364
Share change
+719,634
Total reported value
$293,216,653
Price per share
$49.75
Number of holders
102
Value change
+$35,509,375
Number of buys
62
Number of sells
39

Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q3 2022

As of 30 Sep 2022, ISHARES TR - RUSEL 2500 ETF (SMMD) was held by 102 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,878,364 shares. The largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, HERITAGE WEALTH MANAGEMENT, LLC, UBS Group AG, Brio Consultants, LLC, Lee Financial Group Hawaii, Inc., Wealthpoint, LLC, TRUIST FINANCIAL CORP, Wealthspire Advisors, LLC, Brinker Capital Investments, LLC, and BANK OF AMERICA CORP /DE/. This page lists 102 institutional shareholders reporting positions in this security for the Q3 2022 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.