Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Total 13F shares
-
7,554,781
-
Share change
-
+1,234,039
-
Total reported value
-
$401,520,950
-
Price per share
-
$53.14
-
Number of holders
-
127
-
Value change
-
+$65,832,671
-
Number of buys
-
79
-
Number of sells
-
31
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q4 2022
As of 31 Dec 2022,
ISHARES TR - RUSEL 2500 ETF (SMMD) was held by
127 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,554,781 shares.
The largest 10 holders included
HERITAGE WEALTH MANAGEMENT, LLC, COLDSTREAM CAPITAL MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC, FIFTH THIRD BANCORP, Wealthspire Advisors, LLC, Brio Consultants, LLC, TRUIST FINANCIAL CORP, Lee Financial Group Hawaii, Inc., WealthOne, LLC, and Brinker Capital Investments, LLC.
This page lists
128
institutional shareholders reporting positions in this security
for the Q4 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.