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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
655,248
shares
|
$79.1 Million
1.49% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
646,806
shares
|
$78.1 Million
4.75% of portfolio
|
Q3 2024
Added 34.58%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
644,337
shares
|
$77.8 Million
1.74% of portfolio
|
Q3 2024
Added 242.82%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
638,019
shares
|
$77.1 Million
0.23% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
625,736
shares
|
$75.6 Million
0.25% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
624,209
shares
|
$75.4 Million
0.99% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
597,123
shares
|
$72.1 Million
3.41% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
586,185
shares
|
$70.8 Million
0.64% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
583,849
shares
|
$70.5 Million
0.44% of portfolio
|
Q3 2024
Added 10.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
576,762
shares
|
$69.7 Million
0.68% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
574,216
shares
|
$69.4 Million
0.72% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
573,160
shares
|
$69.2 Million
9.44% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
555,092
shares
|
$67 Million
4.19% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
545,671
shares
|
$65.9 Million
2.1% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
545,611
shares
|
$65.9 Million
0.79% of portfolio
|
Q3 2024
Added 112.63%
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
542,329
shares
|
$65.5 Million
5.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
538,106
shares
|
$65 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
532,708
shares
|
$64.3 Million
0.7% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
532,674
shares
|
$64.3 Million
0.92% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
531,921
shares
|
$64.2 Million
3.86% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
529,655
shares
|
$64 Million
6.31% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
525,226
shares
|
$63.4 Million
0.18% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
521,339
shares
|
$63 Million
0.08% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
519,243
shares
|
$62.7 Million
0.4% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
513,552
shares
|
$62 Million
0.13% of portfolio
|
Q3 2024
Added 1.14%
|