Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
368,185
-
Shares change
-
+88,498
-
Total reported value, excl. options
-
$16,397,000
-
Value change
-
+$3,920,333
-
Number of buys
-
9
-
Number of sells
-
-7
-
Price
-
$44.54
Significant Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q3 2019
24 filings reported holding SMMD - ISHARES TR - RUSEL 2500 ETF as of Q3 2019.
ISHARES TR - RUSEL 2500 ETF (SMMD) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 368,185 shares
.
Largest 10 shareholders include BRINKER CAPITAL INC (91,029 shares), O'Brien Wealth Partners LLC (73,565 shares), CITADEL ADVISORS LLC (38,625 shares), BANK OF AMERICA CORP /DE/ (28,106 shares), Winthrop Advisory Group LLC (28,089 shares), ALLIANCEBERNSTEIN L.P. (24,180 shares), Cerity Partners LLC (12,950 shares), LPL Financial LLC (12,225 shares), Cambridge Investment Research Advisors, Inc. (10,187 shares), and Tower Research Capital LLC (TRC) (9,399 shares).
This table shows the top 22 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.