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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
432,688
shares
|
$52.3 Million
1.52% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
431,251
shares
|
$52.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 27.52%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
424,561
shares
|
$51.3 Million
4.11% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
423,355
shares
|
$51.1 Million
1.21% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
414,362
shares
|
$50 Million
0.02% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
411,869
shares
|
$49.7 Million
2.54% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
410,461
shares
|
$49.6 Million
4.51% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
399,766
shares
|
$48.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
393,644
shares
|
$47.5 Million
1.6% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
393,236
shares
|
$47.5 Million
0.66% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
392,199
shares
|
$47.4 Million
0.56% of portfolio
|
Q3 2023
Added 4.75%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
390,977
shares
|
$47.2 Million
0.64% of portfolio
|
Q3 2024
Added 236.24%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
390,029
shares
|
$47.1 Million
2.69% of portfolio
|
Q3 2024
Reduced 11.68%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
388,000
shares
|
$46.9 Million
5.57% of portfolio
|
Q2 2024
Added 35.66%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
384,206
shares
|
$46.4 Million
4.87% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
377,456
shares
|
$45.6 Million
5.15% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
377,312
shares
|
$45.6 Million
3.23% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
376,231
shares
|
$45.4 Million
0.06% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
374,228
shares
|
$45.2 Million
3.97% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
373,166
shares
|
$45.1 Million
2.29% of portfolio
|
Q3 2022
Added 13.39%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
370,417
shares
|
$44.7 Million
15.73% of portfolio
|
Q3 2024
Added 13.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
367,678
shares
|
$44.4 Million
5.68% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
366,264
shares
|
$44.2 Million
2.06% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
364,078
shares
|
$44 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
361,485
shares
|
$43.7 Million
1.08% of portfolio
|
Q3 2024
Added 16.11%
|