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 2,567 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 $63.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,490,908
shares
|
$189 Million
0.19% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,482,698
shares
|
$188 Million
0.18% of portfolio
|
Q3 2024
Added 21.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,460,978
shares
|
$185 Million
0.47% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
1,442,047
shares
|
$182 Million
2.29% of portfolio
|
Q3 2024
Added 184.82%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,432,653
shares
|
$181 Million
1.81% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,416,016
shares
|
$179 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
1,382,237
shares
|
$175 Million
3.27% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
1,378,642
shares
|
$174 Million
2.28% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
West Coast Financial LLC
|
Oct 09, 2024 Q3 2024 |
1,230,799
shares
|
$156 Million
15.84% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,199,927
shares
|
$152 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
1,195,698
shares
|
$151 Million
0.31% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,169,357
shares
|
$148 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,165,382
shares
|
$147 Million
0.32% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,163,446
shares
|
$147 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
1,134,523
shares
|
$144 Million
0.44% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,120,532
shares
|
$142 Million
0.66% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Nationwide Fund Advisors
|
Oct 23, 2024 Q3 2024 |
1,107,397
shares
|
$140 Million
10.31% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,086,031
shares
|
$137 Million
0.67% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,078,146
shares
|
$136 Million
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,071,848
shares
|
$136 Million
0.18% of portfolio
|
Q3 2024
Added 18.49%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,052,023
shares
|
$133 Million
0.45% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
983,872
shares
|
$124 Million
3.61% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
959,771
shares
|
$121 Million
5.46% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
948,034
shares
|
$120 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Bronte Capital Management Pty Ltd.
|
Nov 04, 2024 Q3 2024 |
906,177
shares
|
$115 Million
9.44% of portfolio
|
Q3 2024
Added 0.19%
|