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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
   Sontag Advisory LLC 39 - 2024-03-31 424,361 $27,842,000 -695
   BANK OF AMERICA CORP /DE/ 1918 - 2023-12-31 279,153 $17,187,000 -54,987
   CMH Wealth Management LLC 5 - 2024-03-31 261,419 $17,152,000 -15,340
   ENVESTNET ASSET MANAGEMENT INC 1169 - 2023-12-31 256,102 $15,768,000 -19,764
   HERITAGE WEALTH MANAGEMENT LLC 2 - 2024-03-31 200,705 $13,168,000 -3,554
   COMMONWEALTH EQUITY SERVICES LLC. 724 - 2024-03-31 173,273 $11,368,000 -1,912
   Orion Portfolio Solutions LLC 194 - 2024-03-31 154,511 $10,137,000 -131,253
   HIGHTOWER ADVISORS, LLC 740 - 2024-03-31 132,256 $8,674,000 -20,348
   COLONY GROUP LLC 180 - 2023-09-30 128,699 $7,015,000 -2,722
   Advisor Group Holdings Inc. 1137 - 2024-03-31 65,494 $4,297,000 -1,326
   NEW YORK STATE COMMON RETIREMENT FUND 1184 - 2024-03-31 56,997 $3,740,000 -34,448
   BCJ Capital Management LLC 70 - 2023-12-31 59,371 $3,655,000 -6,800
   Smartleaf Asset Management LLC 31 - 2024-03-31 43,923 $2,736,000 -2,752
   MARINER WEALTH ADVISORS, LLC 972 - 2023-12-31 38,574 $2,375,000 -246
   CONGRESS ASSET MANAGEMENT CO /MA 268 - 2024-03-31 36,150 $2,372,000 -48,757
   H D Vest Advisory Services 520 - 2024-03-31 33,398 $2,191,000 -6,704
   LINCOLN NATIONAL CORP 342 - 2024-03-31 29,300 $1,922,000 -453
   MML INVESTORS SERVICES LLC 1068 - 2023-12-31 28,260 $1,740,000 -5,748
   CI Private Wealth LLC 1087 - 2024-03-31 26,194 $1,719,000 -39,061
   James J. Burns & Company LLC 28 - 2024-03-31 25,108 $1,606,000 -40,053
   Charter Oak Capital Management LLC 58 - 2024-03-31 20,354 $1,335,000 -2,885
   JOHNSON INVESTMENT COUNSEL INC 339 - 2024-03-31 20,093 $1,318,000 -18,806
   CAPTRUST FINANCIAL ADVISORS 1162 - 2023-12-31 19,548 $1,204,000 -5,081
   RFG Advisory Group LLC 332 - 2024-03-31 16,833 $1,104,000 -11,795
   MEANS INVESTMENT CO. INC. 93 - 2024-03-31 14,434 $947,000 -4,298
   USAdvisors Wealth Management LLC 64 - 2024-03-31 14,429 $941,000 -2,521
   RAYMOND JAMES & ASSOCIATES 2638 - 2024-03-31 13,775 $904,000 -843
   CREATIVE PLANNING 1359 - 2023-12-31 13,055 $804,000 -143
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2955 - 2024-03-31 10,918 $716,000 -24,114
   J P MORGAN CHASE & CO 3538 - 2024-03-31 10,852 $712,000 -12,077
   Streettalk Advisors LLC 215 - 2024-03-31 10,107 $663,000 -1,517
   FINANCIAL NETWORK 1696 - 2023-12-31 10,113 $623,000 -3,951
   Private Advisor Group LLC 1419 - 2024-03-31 8,939 $587,000 -3,044
   Integrated Advisors Network LLC 436 - 2024-03-31 8,309 $545,000 -5,758
   SevenBridge Financial Group LLC 126 - 2024-03-31 8,541 $536,000 -2,890
   Mayflower Financial Advisors LLC 209 - 2024-03-31 7,796 $511,000 -618
   Heron Bay Capital Management 61 - 2023-12-31 7,582 $467,000 -4,044
   KC Investment Advisors LLC 87 - 2024-03-31 6,667 $437,000 -2,828
   EP WEALTH ADVISORS, INC. 533 - 2023-12-31 6,629 $408,000 -2,293
   GoalVest Advisory LLC 86 - 2024-03-31 5,254 $345,000 -2,415
   MERCER GLOBAL ADVISORS INC /ADV 1653 - 2023-12-31 4,469 $275,000 -2,930
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1285 - 2023-12-31 4,138 $255,000 -787
   BANK OF NEW YORK MELLON CORP 3744 - 2024-03-31 3,703 $243,000 -4,019
   Atomi Financial Group Inc. 623 - 2024-03-31 3,496 $229,000 -9
   Carmichael Hill & Associates Inc. 199 - 2024-03-31 2,191 $144,000 -55
   Global Wealth Strategies & Associates 97 - 2024-03-31 658 $43,000 -31
   IFP Advisors Inc 1820 - 2023-12-31 369 $23,000 -50
  47 Records found
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