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 2,567 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 $63.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
360,294
shares
|
$45.6 Million
5.27% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
357,085
shares
|
$45.2 Million
5.39% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
356,842
shares
|
$45.2 Million
14.12% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
355,634
shares
|
$45 Million
0.13% of portfolio
|
Q3 2024
Added 18.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
354,170
shares
|
$44.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
349,156
shares
|
$44.2 Million
0.35% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
348,973
shares
|
$44.2 Million
2.69% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
337,886
shares
|
$42.8 Million
0.06% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
334,817
shares
|
$42.4 Million
2.23% of portfolio
|
Q2 2022
Reduced 2.86%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
334,752
shares
|
$42.4 Million
2.78% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
333,749
shares
|
$42.2 Million
12.96% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Nov 01, 2024 Q3 2024 |
333,317
shares
|
$42.2 Million
8.75% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
332,004
shares
|
$42 Million
0.67% of portfolio
|
Q3 2024
Added 12.89%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
331,255
shares
|
$41.9 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
331,069
shares
|
$41.9 Million
2.72% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
330,512
shares
|
$41.8 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
329,844
shares
|
$41.7 Million
3.42% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
328,977
shares
|
$41.6 Million
0.76% of portfolio
|
Q3 2024
Added 46.33%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
327,579
shares
|
$41.4 Million
1.91% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
J.Safra Asset Management Corp
|
Nov 13, 2024 Q3 2024 |
324,857
shares
|
$41.1 Million
3.61% of portfolio
|
Q3 2024
Reduced 38.3%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
323,469
shares
|
$40.9 Million
4.2% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
318,194
shares
|
$40.3 Million
0.01% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
316,598
shares
|
$40.1 Million
12.5% of portfolio
|
Q3 2024
Added 32.01%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
311,779
shares
|
$39.4 Million
0.36% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
310,164
shares
|
$39.2 Million
14.46% of portfolio
|
Q3 2024
Added 1.27%
|