Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Number of holders
-
88
-
Total 13F shares, excl. options
-
3,732,498
-
Shares change
-
+628,487
-
Total reported value, excl. options
-
$247,000,217
-
Value change
-
+$41,614,845
-
Number of buys
-
63
-
Number of sells
-
-19
-
Price
-
$66.38
Significant Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q4 2021
93 filings reported holding SMMD - ISHARES TR - RUSEL 2500 ETF as of Q4 2021.
ISHARES TR - RUSEL 2500 ETF (SMMD) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,732,498 shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (383,432 shares), BANK OF AMERICA CORP /DE/ (300,143 shares), TRUIST FINANCIAL CORP (226,821 shares), Brinker Capital Investments, LLC (215,176 shares), MERCER GLOBAL ADVISORS INC /ADV (195,028 shares), FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. (194,419 shares), Wealthpoint, LLC (175,578 shares), COMMONWEALTH EQUITY SERVICES, LLC (175,281 shares), Surevest, LLC (162,779 shares), and Lee Financial Group Hawaii, Inc. (156,299 shares).
This table shows the top 88 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.