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 |
---|---|---|---|---|---|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
1,506,471
shares
|
$165 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.97%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,457,606
shares
|
$160 Million
0.19% of portfolio
|
Q1 2024
Added 41.29%
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
1,453,740
shares
|
$159 Million
1.73% of portfolio
|
Q1 2024
Added 14.68%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,425,397
shares
|
$156 Million
0.47% of portfolio
|
Q1 2024
Added 5.3%
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2024 Q1 2024 |
1,401,279
shares
|
$154 Million
1.18% of portfolio
|
Q1 2024
Reduced 35.66%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
1,393,598
shares
|
$153 Million
3.0% of portfolio
|
Q4 2023
Added 62.1%
|
|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
1,316,301
shares
|
$144 Million
3.38% of portfolio
|
Q1 2024
New holding
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
1,308,567
shares
|
$143 Million
2.21% of portfolio
|
Q1 2024
Added 19.57%
|
|
Nationwide Fund Advisors
|
Apr 18, 2024 Q1 2024 |
1,288,643
shares
|
$141 Million
15.43% of portfolio
|
Q4 2023
Reduced 11.28%
|
|
West Coast Financial LLC
|
Apr 12, 2024 Q1 2024 |
1,207,293
shares
|
$132 Million
16.19% of portfolio
|
Q1 2024
Added 4.51%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
1,204,767
shares
|
$132 Million
0.58% of portfolio
|
Q1 2024
Added 1.17%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
1,169,932
shares
|
$128 Million
0.45% of portfolio
|
Q1 2024
Added 1.41%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
1,135,222
shares
|
$124 Million
0.34% of portfolio
|
Q1 2024
Added 2.47%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
1,120,367
shares
|
$123 Million
1.03% of portfolio
|
Q1 2024
Added 2.71%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,097,440
shares
|
$120 Million
0.5% of portfolio
|
Q1 2024
Reduced 10.58%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
1,093,294
shares
|
$120 Million
0.87% of portfolio
|
Q1 2024
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
1,072,960
shares
|
$118 Million
0.04% of portfolio
|
Q1 2024
Added 7.35%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
1,041,266
shares
|
$114 Million
0.8% of portfolio
|
Q1 2024
Added 5.85%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
1,035,928
shares
|
$114 Million
0.16% of portfolio
|
Q1 2024
Added 5.41%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
940,699
shares
|
$103 Million
3.54% of portfolio
|
Q1 2024
Added 2.88%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
932,594
shares
|
$102 Million
0.34% of portfolio
|
Q1 2024
Added 52.73%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
911,717
shares
|
$100 Million
0.16% of portfolio
|
Q1 2024
Added 9.41%
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2024 Q1 2024 |
886,659
shares
|
$97.2 Million
6.52% of portfolio
|
Q1 2024
Added 0.68%
|
|
Connecticut Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
885,811
shares
|
$97.1 Million
5.21% of portfolio
|
Q1 2024
Added 6.13%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
857,222
shares
|
$94 Million
0.17% of portfolio
|
Q1 2024
Added 9.81%
|