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 2,446 institutions that hold shares in the stock, with a total of 481 Million shares, which have been reported (via 13F filing form) to have a value of $52.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
3,576,550
shares
|
$392 Million
3.01% of portfolio
|
Q1 2024
Added 0.89%
|
|
Northwestern Mutual Investment Management Company, LLC
|
May 15, 2024 Q1 2024 |
3,543,123
shares
|
$389 Million
10.28% of portfolio
|
Q1 2024
Added 5.05%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
3,219,496
shares
|
$353 Million
0.03% of portfolio
|
Q1 2024
Added 12.95%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
2,997,834
shares
|
$329 Million
0.54% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Acorns Advisers, LLC
Irvine, CA |
May 14, 2024 Q1 2024 |
2,476,544
shares
|
$272 Million
3.06% of portfolio
|
Q1 2024
Added 3.13%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
2,299,095
shares
|
$252 Million
1.2% of portfolio
|
Q1 2024
Added 8.04%
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 13, 2024 Q1 2024 |
2,253,350
shares
|
$247 Million
0.45% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
2,171,227
shares
|
$238 Million
1.96% of portfolio
|
Q1 2024
Added 10.28%
|
|
Haverford Trust CO
Radnor, PA |
May 02, 2024 Q1 2024 |
2,158,804
shares
|
$237 Million
2.5% of portfolio
|
Q1 2024
Added 3.55%
|
|
Millburn Ridgefield Corp
|
Apr 26, 2024 Q1 2024 |
2,121,096
shares
|
$233 Million
6.49% of portfolio
|
Q1 2024
Added 17.03%
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 24, 2024 Q1 2024 |
2,121,096
shares
|
$233 Million
5.69% of portfolio
|
Q1 2024
Added 17.03%
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2024 Q1 2024 |
2,115,906
shares
|
$232 Million
5.8% of portfolio
|
Q1 2024
Reduced 0.04%
|
|
Fifth Third Bancorp
|
Apr 23, 2024 Q1 2024 |
2,099,304
shares
|
$230 Million
0.91% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
2,026,152
shares
|
$222 Million
0.47% of portfolio
|
Q1 2024
Added 2.43%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
2,016,088
shares
|
$221 Million
1.22% of portfolio
|
Q2 2023
Reduced 49.58%
|
|
Alesco Advisors LLC
Pittsford, NY |
May 10, 2024 Q1 2024 |
1,925,038
shares
|
$211 Million
7.0% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
Valeo Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
1,909,851
shares
|
$209 Million
6.32% of portfolio
|
Q1 2024
Added 1.7%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
1,885,408
shares
|
$207 Million
0.14% of portfolio
|
Q1 2024
Added 6.11%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
1,802,281
shares
|
$198 Million
0.53% of portfolio
|
Q1 2024
Added 14.71%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
1,775,694
shares
|
$195 Million
0.48% of portfolio
|
Q1 2024
Added 217.5%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
1,695,821
shares
|
$186 Million
0.1% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
Members Trust CO
|
Apr 25, 2024 Q1 2024 |
1,607,764
shares
|
$176 Million
5.3% of portfolio
|
Q1 2024
Reduced 9.55%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
1,606,405
shares
|
$176 Million
2.37% of portfolio
|
Q1 2024
Added 1.61%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,532,795
shares
|
$168 Million
0.39% of portfolio
|
Q1 2024
Reduced 43.38%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,519,588
shares
|
$167 Million
0.19% of portfolio
|
Q1 2024
Reduced 6.87%
|