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Get Institutions for : 
Ishares Russell 2500 Etf (SMMD)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 149    17
Total shares held : 
 9,241,244  
% of shares held : 
 89.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   46  
Amount of shares held : 
 1,211,436  
% of shares held change : 
   11.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
26
 714,468
 7.73%
 
Increased Positions :
65
 1,525,443
 16.51%
 
Unchanged Positions :
22
 191,466
 2.07%
 
Decreased Positions :
36
-990,601
-10.72%
 
Closed Positions :
9
-37,874
-0.41%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COLDSTREAM CAPITAL MANAGEMENT INC 8 - 2023-12-31 1,554,735 $95,725,000 120,123
   FIFTH THIRD BANCORP 141 - 2024-03-31 541,633 $35,537,000 51,862
   Cresset Asset Management LLC 76 - 2023-12-31 509,552 $31,373,000 305,015
   Brio Consultants LLC 9 - 2024-03-31 337,246 $22,127,000 770
   US BANCORP 295 - 2024-03-31 323,773 $21,243,000 29,413
   BB&T CORP 385 - 2023-12-31 344,208 $21,193,000 98,731
   GUARANTY TRUST CO OF MISSOURI /MO/ 49 - 2024-03-31 253,069 $16,604,000 44,616
   LPL FINANCIAL CORP 1071 - 2024-03-31 232,778 $15,273,000 188,715
   Capital Financial Planning LLC 4 - 2023-09-30 249,984 $13,627,000 5,976
   Advisory Resource Group 4 - 2023-12-31 214,294 $13,194,000 8,595
   Strategic Wealth Partners Group LLC 16 - 2024-03-31 182,255 $11,958,000 7,180
   CLS INVESTMENT FIRM LLC 99 - 2022-12-31 218,884 $11,632,000 8,327
   FMR LLC 1770 - 2023-12-31 176,007 $10,837,000 168,145
   Kendall Capital Management 1 - 2024-03-31 157,355 $10,324,000 9,024
   Berger Financial Group Inc 29 - 2024-03-31 148,077 $9,715,000 15,253
   UBS Group AG 1514 - 2023-12-31 147,947 $9,109,000 43,061
   Rockefeller Capital Management L.P. 642 - 2023-12-31 78,902 $4,858,000 62,429
   ROYAL BANK OF CANADA 1975 - 2023-12-31 72,324 $4,453,000 11,184
   CWA Asset Management Group LLC 84 - 2023-12-31 66,378 $4,087,000 4,650
   Benchmark Financial Wealth Advisors LLC 20 - 2024-03-31 53,829 $3,532,000 8,238
   Atria Wealth Solutions Inc. 408 - 2023-12-31 57,235 $3,524,000 2,356
   JANNEY MONTGOMERY SCOTT LLC 898 - 2024-03-31 52,666 $3,455,000 1,048
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 736 - 2023-09-30 36,417 $1,985,000 1,145
   Ulland Investment Advisors LLC 19 - 2024-03-31 28,777 $1,888,000 643
   CX Institutional 218 - 2024-03-31 23,448 $1,538,000 2,445
   MORGAN STANLEY 4593 - 2023-12-31 23,906 $1,472,000 2,089
   Catalytic Wealth RIA LLC 76 - 2024-03-31 20,282 $1,331,000 325
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1586 - 2024-03-31 18,583 $1,219,000 81
   Strong Tower Advisory Services 52 - 2024-03-31 17,475 $1,134,000 1,774
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 345 - 2024-03-31 14,709 $965,000 6,600
   HF Advisory Group LLC 68 - 2024-03-31 14,688 $964,000 1,546
   Resources Investment Advisors Inc. 523 - 2024-03-31 14,515 $952,000 7,894
   Southern Wealth Management LLP 44 - 2023-03-31 16,827 $922,000 2,583
   PRINCIPAL FINANCIAL GROUP INC 1881 - 2024-03-31 13,433 $881,000 3,005
   PUTNAM FL INVESTMENT MANAGEMENT CO 278 - 2024-03-31 12,613 $828,000 976
   CWM LLC 959 - 2024-03-31 11,524 $756,000 830
   Sawtooth Asset Management Inc. 542 - 2023-12-31 11,713 $721,000 1,445
   Bridgeworth LLC - 2023-12-31 11,252 $693,000 132
   BLAIR WILLIAM & CO/IL 991 - 2024-03-31 10,540 $692,000 2,025
   DFPG INVESTMENTS INC. 332 - 2023-12-31 10,747 $641,000 963
   SigFig Wealth Management LLC 105 - 2024-03-31 9,761 $640,000 6,119
   Treynor Bancshares Inc. 56 - 2023-12-31 10,297 $634,000 1,309
   PURE FINANCIAL ADVISORS, INC. 192 - 2024-03-31 7,986 $524,000 876
   Cetera Investment Advisers 1485 - 2023-12-31 8,168 $503,000 3,059
   WHITTIER TRUST CO 490 - 2024-03-31 7,633 $501,000 1,154
   Cribstone Capital Management LLC 77 - 2022-12-31 9,240 $491,000 5,981
   LITTLE HOUSE CAPITAL LLC 103 - 2024-03-31 7,177 $471,000 782
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2561 - 2024-03-31 7,021 $461,000 505
   Lakeridge Wealth Management LLC 66 - 2024-03-31 6,978 $458,000 140
   OneAscent Wealth Management LLC 81 - 2024-03-31 6,815 $447,000 782
   One Capital Management LLC 227 - 2024-03-31 6,507 $427,000 2,453
   TOWER RESEARCH CAPITAL LLC 1641 - 2023-12-31 5,840 $360,000 2,804
   TOWNSQUARE CAPITAL LLC 900 - 2023-12-31 5,102 $314,000 5,102
   Mayfair Advisory Group LLC 97 - 2024-03-31 4,729 $310,000 263
   PFG Advisors 523 - 2024-03-31 4,566 $300,000 124
   Altman Advisors Inc. 93 - 2024-03-31 4,619 $300,000 55
   DT INVESTMENT PARTNERS, LLC 120 - 2023-12-31 4,065 $249,000 496
   WELLS FARGO & CO/MN 3849 - 2024-03-31 3,504 $230,000 778
   CITIGROUP INC 3164 - 2024-03-31 2,819 $185,000 470
   COMERICA BANK 2377 - 2023-12-31 2,250 $139,000 2,130
   HARBOUR INVESTMENTS INC. 1549 - 2023-12-31 660 $41,000 84
   Eagle Bay Advisors LLC 339 - 2024-03-31 573 $38,000 180
  62 Records found
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