Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / RUSEL 2500 ETF
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Number of holders
-
166
-
Total 13F shares, excl. options
-
11,763,692
-
Shares change
-
+1,469,243
-
Total reported value, excl. options
-
$736,436,860
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Value change
-
+$91,832,769
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Number of buys
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86
-
Number of sells
-
62
-
Price
-
$62.60
Institutional Holders of ISHARES TR - RUSEL 2500 ETF (SMMD) as of Q2 2024
As of 30 Jun 2024 ISHARES TR - RUSEL 2500 ETF (SMMD) had 166 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 11,763,692 shares of stock of the company.
Largest 10 holders included COLDSTREAM CAPITAL MANAGEMENT INC, Cresset Asset Management, LLC, FIFTH THIRD BANCORP, ENVESTNET ASSET MANAGEMENT INC, FMR LLC, FORT WASHINGTON INVESTMENT ADVISORS INC /OH/, BANK OF AMERICA CORP /DE/, Wealthspire Advisors, LLC, Pensionmark Financial Group, LLC, and Brio Consultants, LLC.
This table shows 166 institutional shareholders of the security as of 30 Jun 2024.
| 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.