Q3 2022 13F Holders as of 30 Sep 2022
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Type / Class
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Equity / RUSEL 2500 ETF
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Number of holders
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102
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Total 13F shares, excl. options
-
5,878,364
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Shares change
-
+719,968
-
Total reported value, excl. options
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$293,216,653
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Value change
-
+$35,526,363
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Number of buys
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63
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Number of sells
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39
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Price
-
$49.75
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q3 2022
As of 30 Sep 2022 ISHARES TR - RUSEL 2500 ETF (SMMD) had 102 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,878,364 shares of stock of the company.
Largest 10 holders included ENVESTNET ASSET MANAGEMENT INC, HERITAGE WEALTH MANAGEMENT, LLC, UBS Group AG, Brio Consultants, LLC, Lee Financial Group Hawaii, Inc., Wealthpoint, LLC, TRUIST FINANCIAL CORP, Wealthspire Advisors, LLC, Brinker Capital Investments, LLC, and BANK OF AMERICA CORP /DE/.
This table shows 102 institutional shareholders of the security as of 30 Sep 2022.
| 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.