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 2,566 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 $62.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
905,430
shares
|
$113 Million
6.38% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
904,356
shares
|
$113 Million
0.71% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
902,562
shares
|
$113 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
871,730
shares
|
$109 Million
7.08% of portfolio
|
Q3 2024
Added 47.88%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
868,939
shares
|
$109 Million
1.14% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
867,507
shares
|
$108 Million
0.68% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
846,489
shares
|
$106 Million
4.16% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
844,645
shares
|
$105 Million
0.61% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
842,043
shares
|
$105 Million
0.88% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
828,874
shares
|
$104 Million
5.49% of portfolio
|
Q3 2024
Added 15751.48%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
820,303
shares
|
$102 Million
1.52% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
818,841
shares
|
$102 Million
3.12% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
802,915
shares
|
$100 Million
0.26% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
786,859
shares
|
$98.3 Million
2.8% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
776,554
shares
|
$97 Million
5.4% of portfolio
|
Q3 2024
Added 9428.27%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
776,534
shares
|
$97 Million
9.94% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
764,885
shares
|
$95.5 Million
1.58% of portfolio
|
Q3 2024
Added 44.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
741,708
shares
|
$92.6 Million
0.26% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
725,027
shares
|
$90.5 Million
1.77% of portfolio
|
Q3 2022
Added 655.76%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
720,585
shares
|
$90 Million
4.33% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
716,314
shares
|
$89.5 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
705,027
shares
|
$88.1 Million
3.0% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
703,480
shares
|
$87.9 Million
0.45% of portfolio
|
Q3 2024
Added 362.8%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
680,915
shares
|
$85 Million
4.16% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
657,293
shares
|
$82.1 Million
3.21% of portfolio
|
Q3 2024
Added 1.6%
|