Public ownership evidence

iShares Russell 2500 ETF (SMMD) Ownership Disclosures

Read SMMD insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Russell 2500 ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
24,530
Value (USD)
$2,247,966
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SMMD fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SMMD fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-2824,530$2,247,966None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2018,295$1,676,349None
Twin Lakes Capital Management, LLC2026-06-302026-08-19334$30,615None
Corient Private Wealth LP2026-06-302026-08-1821,690$1,987,632None
Pure Financial Advisors, LLC2026-06-302026-08-1888,733$8,130,620None
Equitable Holdings, Inc.2026-06-302026-08-183,837$351,618None
AMERIFLEX GROUP, INC.2026-06-302026-08-1588$8,063None
Advyzon Investment Management, LLC2026-06-302026-08-157,210$660,652None
Advyzon Investment Management, LLC2026-06-302026-08-15191$17,505None
Talisman Wealth Advisors LLC2026-06-302026-08-1510,168$2,231,067None
Qube Research & Technologies Ltd2026-06-302026-08-1554$4,948None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,716$248,825None
OSAIC HOLDINGS, INC.2026-06-302026-08-15270,960$24,830,429None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-1520,267$1,857,065None
Betterment LLC2026-06-302026-08-159,731$892,000None
Orion Porfolio Solutions, LLC2026-06-302026-08-1586,866$7,959,550None
Chevy Chase Trust Holdings, LLC2026-06-302026-08-1511,885$1,089,023None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1547$4,215None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1528$2,539None
&PARTNERS2026-06-302026-08-154,249$389,377None
SILVERCREST ASSET MANAGEMENT GROUP LLC2026-06-302026-08-1510,250$939,208None
Thrivent Financial for Lutherans2026-06-302026-08-155,365$492,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1513,608$1,237,239None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15107,903$9,887,152None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1542,738$3,916,083None
MAI Capital Management2026-06-302026-08-1560,238$5,519,634None
Curi Capital, LLC2026-06-302026-08-15187,918$17,218,925None
Curi Capital, LLC2026-06-302026-08-1515,491$1,419,439None
DIMENSION CAPITAL MANAGEMENT LLC2026-06-302026-08-15140,441$12,868,609None
Cerity Partners LLC2026-06-302026-08-151,865$170,890None
Cerity Partners LLC2026-06-302026-08-1522$2,007None
Cerity Partners LLC2026-06-302026-08-15121,006$11,087,812None
Cresset Asset Management, LLC2026-06-302026-08-15650,970$59,648,326None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-15160,337$14,691,637None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,211$385,854None
WESTWOOD HOLDINGS GROUP INC2026-06-302026-08-15274,856$25,185,057None
ROYAL BANK OF CANADA2026-06-302026-08-151,430$131,000None
ROYAL BANK OF CANADA2026-06-302026-08-15189$17,000None
ROYAL BANK OF CANADA2026-06-302026-08-1524,841$2,276,000None
ROYAL BANK OF CANADA2026-06-302026-08-1585,223$7,809,000None
ROYAL BANK OF CANADA2026-06-302026-08-1521$2,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-1511,853$1,085,616None
NBH Bank2026-06-302026-08-154,881$447,246None
Larson Financial Group LLC2026-06-302026-08-15400$36,652None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-15690,732$63,291,801None
World Investment Advisors2026-06-302026-08-15162,754$12,426,273None
WELLINGTON MANAGEMENT GROUP LLP2026-06-302026-08-151,085,260$99,442,374None
GOLDMAN SACHS GROUP INC2026-06-302026-08-157,674$703,169None
GOLDMAN SACHS GROUP INC2026-06-302026-08-156,281$575,528None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15353,998$32,436,837None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MERCER GLOBAL ADVISORS INC /ADV ↗Twin Lakes Capital Management, LLC ↗Corient Private Wealth LP ↗Pure Financial Advisors, LLC ↗Equitable Holdings, Inc. ↗AMERIFLEX GROUP, INC. ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Talisman Wealth Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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