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 |
---|---|---|---|---|---|
Alberta Investment Management Corp
Edmonton, A0 |
May 14, 2024 Q1 2024 |
405,723
shares
|
$44.5 Million
0.51% of portfolio
|
Q1 2024
New holding
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
401,912
shares
|
$44.1 Million
1.52% of portfolio
|
Q1 2024
Added 1.33%
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2024 Q1 2024 |
401,575
shares
|
$44 Million
5.09% of portfolio
|
Q1 2024
Added 77.59%
|
|
Cahaba Wealth Management, Inc.
|
Apr 22, 2024 Q1 2024 |
400,455
shares
|
$43.9 Million
4.03% of portfolio
|
Q1 2024
Added 5.1%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
397,361
shares
|
$43.6 Million
0.13% of portfolio
|
Q1 2024
Added 0.67%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 29, 2024 Q1 2024 |
395,532
shares
|
$43.4 Million
0.07% of portfolio
|
Q1 2024
Added 1.33%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
392,199
shares
|
$43 Million
0.56% of portfolio
|
Q3 2023
Added 4.75%
|
|
Calamos Wealth Management LLC
|
May 08, 2024 Q1 2024 |
382,079
shares
|
$41.9 Million
2.43% of portfolio
|
Q1 2024
Added 5.77%
|
|
Edge Capital Group, LLC
|
May 14, 2024 Q1 2024 |
379,940
shares
|
$41.7 Million
2.11% of portfolio
|
Q1 2024
Added 17.45%
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2024 Q1 2024 |
377,213
shares
|
$41.4 Million
7.62% of portfolio
|
Q1 2024
Added 7.36%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
373,294
shares
|
$40.9 Million
10.87% of portfolio
|
Q1 2024
Added 1.72%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
373,166
shares
|
$40.9 Million
2.29% of portfolio
|
Q3 2022
Added 13.39%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
370,063
shares
|
$40.6 Million
0.72% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 22, 2024 Q1 2024 |
369,867
shares
|
$40.6 Million
3.36% of portfolio
|
Q1 2024
Added 0.96%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
May 10, 2024 Q1 2024 |
367,310
shares
|
$40.3 Million
6.17% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
United Bank
Vienna, VA |
May 13, 2024 Q1 2024 |
359,462
shares
|
$39.4 Million
4.74% of portfolio
|
Q1 2024
Added 1.96%
|
|
Lvz, Inc.
|
Apr 17, 2024 Q1 2024 |
357,599
shares
|
$39.2 Million
5.41% of portfolio
|
Q1 2024
Reduced 48.03%
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Apr 26, 2024 Q1 2024 |
357,230
shares
|
$39.2 Million
14.19% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Chesley Taft & Associates LLC
|
Apr 15, 2024 Q1 2024 |
355,176
shares
|
$38.9 Million
2.03% of portfolio
|
Q1 2024
Added 0.43%
|
|
Rkl Wealth Management LLC
|
May 08, 2024 Q1 2024 |
350,616
shares
|
$38.4 Million
3.84% of portfolio
|
Q1 2024
Added 6.43%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
349,522
shares
|
$38.3 Million
0.59% of portfolio
|
Q1 2024
Added 5.51%
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
343,663
shares
|
$37.7 Million
0.44% of portfolio
|
Q1 2024
Added 24.18%
|
|
Choate Investment Advisors
Boston, MA |
May 07, 2024 Q1 2024 |
342,472
shares
|
$37.6 Million
1.02% of portfolio
|
Q1 2024
Added 324.61%
|
|
Graypoint LLC
|
May 02, 2024 Q1 2024 |
338,394
shares
|
$37.1 Million
2.77% of portfolio
|
Q1 2024
Added 13.23%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
335,789
shares
|
$36.8 Million
1.85% of portfolio
|
Q1 2024
Added 12.69%
|