Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Number of holders
-
65
-
Total 13F shares, excl. options
-
2,365,584
-
Shares change
-
+821,074
-
Total reported value, excl. options
-
$148,796,897
-
Value change
-
+$52,701,196
-
Number of buys
-
44
-
Number of sells
-
-17
-
Price
-
$62.89
Significant Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q1 2021
70 filings reported holding SMMD - ISHARES TR - RUSEL 2500 ETF as of Q1 2021.
ISHARES TR - RUSEL 2500 ETF (SMMD) has 65 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,365,584 shares
.
Largest 10 shareholders include Brinker Capital Investments, LLC (212,022 shares), ENVESTNET ASSET MANAGEMENT INC (199,494 shares), HERITAGE WEALTH MANAGEMENT, LLC (196,984 shares), BANK OF AMERICA CORP /DE/ (196,360 shares), Epstein & White Financial LLC (184,495 shares), Lee Financial Group Hawaii, Inc. (165,748 shares), US BANCORP \DE\ (139,391 shares), Advisory Resource Group (130,173 shares), Jordan Park Group LLC (110,469 shares), and Surevest, LLC (108,405 shares).
This table shows the top 65 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.