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 |
---|---|---|---|---|---|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
592,051
shares
|
$64.9 Million
4.93% of portfolio
|
Q1 2024
Added 2.73%
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
586,038
shares
|
$64.3 Million
3.54% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
582,706
shares
|
$63.9 Million
0.95% of portfolio
|
Q1 2024
Added 4.74%
|
|
One Day In July LLC
|
Apr 25, 2024 Q1 2024 |
578,488
shares
|
$63.4 Million
8.49% of portfolio
|
Q1 2024
Reduced 0.2%
|
|
Alaska Permanent Capital Management
|
Apr 18, 2024 Q1 2024 |
574,706
shares
|
$63 Million
4.94% of portfolio
|
Q1 2024
Added 19.48%
|
|
St. Louis Trust CO
|
May 01, 2024 Q1 2024 |
558,948
shares
|
$61.3 Million
9.63% of portfolio
|
Q1 2024
Added 0.57%
|
|
First Business Financial Services, Inc.
|
May 15, 2024 Q1 2024 |
557,631
shares
|
$61.1 Million
6.63% of portfolio
|
Q1 2024
Added 0.45%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
553,912
shares
|
$60.7 Million
0.68% of portfolio
|
Q1 2024
Added 6.36%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
549,772
shares
|
$60.3 Million
1.02% of portfolio
|
Q1 2024
Added 11.47%
|
|
Becker Capital Management Inc
|
May 15, 2024 Q1 2024 |
539,710
shares
|
$59.2 Million
2.06% of portfolio
|
Q1 2024
Added 3.49%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
538,327
shares
|
$59 Million
0.43% of portfolio
|
Q1 2024
Added 0.1%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
537,512
shares
|
$58.9 Million
0.78% of portfolio
|
Q1 2024
Added 9.52%
|
|
Bokf, Na
Tulsa, OK |
May 15, 2024 Q1 2024 |
534,372
shares
|
$58.6 Million
1.08% of portfolio
|
Q1 2024
Reduced 6.48%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
526,684
shares
|
$57.8 Million
0.18% of portfolio
|
Q1 2024
Reduced 20.86%
|
|
Arrow Financial Corp
|
May 21, 2024 Q1 2024 |
523,308
shares
|
$57.4 Million
5.81% of portfolio
|
Q1 2024
Added 1.88%
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2024 Q1 2024 |
518,077
shares
|
$56.8 Million
4.0% of portfolio
|
Q1 2024
Added 4.73%
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
504,769
shares
|
$55.3 Million
0.06% of portfolio
|
Q1 2024
Added 4.46%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
498,519
shares
|
$54.7 Million
0.94% of portfolio
|
Q4 2022
Added 5.73%
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
497,202
shares
|
$54.5 Million
3.82% of portfolio
|
Q1 2024
Added 3.57%
|
|
First Interstate Bank
Billings, MT |
May 01, 2024 Q1 2024 |
493,240
shares
|
$54.1 Million
3.84% of portfolio
|
Q1 2024
Reduced 1.33%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
488,993
shares
|
$53.6 Million
0.11% of portfolio
|
Q1 2024
Reduced 33.86%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
479,451
shares
|
$52.6 Million
1.69% of portfolio
|
Q1 2024
New holding
|
|
Stack Financial Management, Inc
|
May 02, 2024 Q1 2024 |
479,015
shares
|
$52.5 Million
4.87% of portfolio
|
Q1 2024
New holding
|
|
Financial Advisors, LLC
Andover, MA |
May 03, 2024 Q1 2024 |
477,381
shares
|
$52.3 Million
10.94% of portfolio
|
Q1 2024
Added 2.23%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
473,552
shares
|
$51.9 Million
0.12% of portfolio
|
Q1 2024
Added 8.06%
|