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 |
---|---|---|---|---|---|
Opus Capital Group, LLC
|
Apr 26, 2024 Q1 2024 |
335,777
shares
|
$36.8 Million
5.42% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
334,817
shares
|
$36.7 Million
2.23% of portfolio
|
Q2 2022
Reduced 2.86%
|
|
Albion Financial Group
|
Apr 19, 2024 Q1 2024 |
334,357
shares
|
$36.7 Million
2.87% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
331,255
shares
|
$36.3 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
330,512
shares
|
$36.2 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
Fulton Breakefield Broenniman LLC
|
Apr 29, 2024 Q1 2024 |
326,683
shares
|
$35.8 Million
2.83% of portfolio
|
Q1 2024
Added 121.56%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
323,794
shares
|
$35.5 Million
0.07% of portfolio
|
Q1 2024
Added 4.69%
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
323,469
shares
|
$35.5 Million
4.2% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
323,197
shares
|
$35.4 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
Bronte Capital Management Pty Ltd.
|
May 13, 2024 Q1 2024 |
322,789
shares
|
$35.4 Million
3.27% of portfolio
|
Q1 2024
New holding
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2024 Q1 2024 |
321,831
shares
|
$35.3 Million
3.53% of portfolio
|
Q1 2024
Added 2.66%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
May 13, 2024 Q1 2024 |
318,317
shares
|
$34.9 Million
4.08% of portfolio
|
Q1 2024
Added 4.14%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
May 14, 2024 Q1 2024 |
315,380
shares
|
$34.6 Million
1.01% of portfolio
|
Q1 2024
Added 3.49%
|
|
Silver Oak Wealth Management LLC
Edina, MN |
May 07, 2024 Q1 2024 |
314,387
shares
|
$34.5 Million
8.63% of portfolio
|
Q1 2024
Added 3.72%
|
|
Main Street Investment Advisors LLC
|
May 08, 2024 Q1 2024 |
313,636
shares
|
$34.4 Million
4.18% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
Grove Bank & Trust
|
Apr 30, 2024 Q1 2024 |
312,503
shares
|
$34.3 Million
5.83% of portfolio
|
Q1 2024
Added 3.2%
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
May 15, 2024 Q1 2024 |
309,174
shares
|
$33.9 Million
3.33% of portfolio
|
Q1 2024
Added 0.91%
|
|
Ballentine Partners, LLC
Waltham, MA |
Apr 11, 2024 Q1 2024 |
307,810
shares
|
$33.8 Million
0.65% of portfolio
|
Q1 2024
Reduced 1.23%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
306,242
shares
|
$33.6 Million
1.6% of portfolio
|
Q4 2023
Added 14.26%
|
|
Louisiana State Employees Retirement System
|
Apr 23, 2024 Q1 2024 |
304,846
shares
|
$33.4 Million
0.67% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 13, 2024 Q1 2024 |
303,409
shares
|
$33.3 Million
11.51% of portfolio
|
Q1 2024
New holding
|
|
Planning Alternatives LTD
|
Apr 17, 2024 Q1 2024 |
300,287
shares
|
$32.9 Million
5.45% of portfolio
|
Q1 2024
Reduced 0.13%
|
|
Fiera Capital Corp
Montreal, A8 |
May 01, 2024 Q1 2024 |
299,824
shares
|
$32.9 Million
0.1% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Fi3 Financial Advisors, LLC
|
May 06, 2024 Q1 2024 |
299,576
shares
|
$32.8 Million
14.79% of portfolio
|
Q1 2024
Added 3.11%
|
|
First Merchants Corp
|
Apr 25, 2024 Q1 2024 |
298,886
shares
|
$32.8 Million
2.5% of portfolio
|
Q1 2024
Reduced 6.64%
|