Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Total 13F shares
-
9,199,723
-
Share change
-
+1,718,564
-
Total reported value
-
$566,145,483
-
Price per share
-
$61.57
-
Number of holders
-
149
-
Value change
-
+$106,168,071
-
Number of buys
-
90
-
Number of sells
-
44
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q4 2023
As of 31 Dec 2023,
ISHARES TR - RUSEL 2500 ETF (SMMD) was held by
149 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,199,723 shares.
The largest 10 holders included
COLDSTREAM CAPITAL MANAGEMENT INC, Cresset Asset Management, LLC, FIFTH THIRD BANCORP, Wealthspire Advisors, LLC, TRUIST FINANCIAL CORP, Brio Consultants, LLC, US BANCORP \DE\, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, and BANK OF AMERICA CORP /DE/.
This page lists
153
institutional shareholders reporting positions in this security
for the Q4 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.