Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / RUSEL 2500 ETF
-
Number of holders
-
130
-
Total 13F shares, excl. options
-
7,602,866
-
Shares change
-
+1,256,787
-
Total reported value, excl. options
-
$404,076,317
-
Value change
-
+$66,896,409
-
Number of buys
-
82
-
Number of sells
-
-33
-
Price
-
$53.14
Significant Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q4 2022
133 filings reported holding SMMD - ISHARES TR - RUSEL 2500 ETF as of Q4 2022.
ISHARES TR - RUSEL 2500 ETF (SMMD) has 130 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 7,602,866 shares
.
Largest 10 shareholders include HERITAGE WEALTH MANAGEMENT, LLC (932,486 shares), COLDSTREAM CAPITAL MANAGEMENT INC (838,543 shares), ENVESTNET ASSET MANAGEMENT INC (492,361 shares), FIFTH THIRD BANCORP (316,219 shares), Wealthspire Advisors, LLC (315,480 shares), Brio Consultants, LLC (315,174 shares), TRUIST FINANCIAL CORP (307,557 shares), Lee Financial Group Hawaii, Inc. (286,470 shares), WealthOne, LLC (231,424 shares), and Brinker Capital Investments, LLC (218,884 shares).
This table shows the top 130 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.