Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Number of holders
-
66
-
Total 13F shares, excl. options
-
3,023,714
-
Shares change
-
+308,552
-
Total reported value, excl. options
-
$200,270,673
-
Value change
-
+$20,622,075
-
Number of buys
-
45
-
Number of sells
-
-20
-
Price
-
$66.23
Significant Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q2 2021
75 filings reported holding SMMD - ISHARES TR - RUSEL 2500 ETF as of Q2 2021.
ISHARES TR - RUSEL 2500 ETF (SMMD) has 66 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,023,714 shares
.
Largest 10 shareholders include Lake Point Wealth Management (409,061 shares), HERITAGE WEALTH MANAGEMENT, LLC (258,570 shares), ENVESTNET ASSET MANAGEMENT INC (244,643 shares), BANK OF AMERICA CORP /DE/ (237,673 shares), Brinker Capital Investments, LLC (217,259 shares), Epstein & White Financial LLC (192,817 shares), Surevest, LLC (150,191 shares), Lee Financial Group Hawaii, Inc. (140,351 shares), US BANCORP \DE\ (137,781 shares), and Advisory Resource Group (131,579 shares).
This table shows the top 66 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.