Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Total 13F shares
-
7,450,285
-
Share change
-
+199,139
-
Total reported value
-
$406,275,192
-
Price per share
-
$54.51
-
Number of holders
-
129
-
Value change
-
+$10,712,168
-
Number of buys
-
58
-
Number of sells
-
54
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q3 2023
As of 30 Sep 2023,
ISHARES TR - RUSEL 2500 ETF (SMMD) was held by
129 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,450,285 shares.
The largest 10 holders included
COLDSTREAM CAPITAL MANAGEMENT INC, FIFTH THIRD BANCORP, Wealthspire Advisors, LLC, Brio Consultants, LLC, BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, US BANCORP \DE\, WealthOne, LLC, TRUIST FINANCIAL CORP, and Advisory Resource Group.
This page lists
131
institutional shareholders reporting positions in this security
for the Q3 2023 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.