Institutional Ownership Ishares Core S&P Sm Cap ETF (IJR)
This table provides information about the institutional ownership of Ishares Core S&P Sm Cap ETF (IJR). We have compiled data on the 2,565 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $60.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
3,764,664
shares
|
$455 Million
1.72% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
3,649,059
shares
|
$441 Million
0.04% of portfolio
|
Q3 2024
Added 21.9%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
3,508,022
shares
|
$424 Million
2.97% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,005,132
shares
|
$363 Million
0.51% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
2,639,313
shares
|
$319 Million
3.05% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
2,509,399
shares
|
$303 Million
1.32% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
2,115,922
shares
|
$256 Million
5.48% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,093,376
shares
|
$253 Million
6.42% of portfolio
|
Q3 2024
Added 5.26%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
2,055,280
shares
|
$248 Million
0.88% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,037,781
shares
|
$246 Million
0.53% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
2,023,775
shares
|
$244 Million
6.2% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,023,775
shares
|
$244 Million
5.36% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,016,088
shares
|
$244 Million
1.22% of portfolio
|
Q2 2023
Reduced 49.58%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,906,927
shares
|
$230 Million
1.65% of portfolio
|
Q3 2024
Reduced 11.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,899,684
shares
|
$229 Million
6.89% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,834,228
shares
|
$222 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,793,109
shares
|
$217 Million
0.47% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,776,080
shares
|
$215 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,762,984
shares
|
$213 Million
2.12% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,743,125
shares
|
$211 Million
0.37% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
1,718,794
shares
|
$208 Million
1.97% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,636,314
shares
|
$198 Million
2.46% of portfolio
|
Q3 2024
Added 13.04%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
1,619,641
shares
|
$196 Million
1.87% of portfolio
|
Q3 2024
Added 5.5%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,545,682
shares
|
$187 Million
0.04% of portfolio
|
Q3 2024
Added 8742.07%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,527,630
shares
|
$185 Million
1.25% of portfolio
|
Q3 2024
Added 4.49%
|