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 2,686 institutions that hold shares in the stock, with a total of 522 Million shares, which have been reported (via 13F filing form) to have a value of $61.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
277,222
shares
|
$32.5 Million
4.48% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
276,320
shares
|
$32.4 Million
1.48% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
275,447
shares
|
$32.3 Million
4.07% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
274,130
shares
|
$32.1 Million
1.52% of portfolio
|
Q3 2024
Reduced 61.98%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
271,317
shares
|
$31.8 Million
0.05% of portfolio
|
Q3 2024
Added 11.93%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
269,638
shares
|
$31.6 Million
4.49% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
269,576
shares
|
$31.6 Million
10.5% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
267,879
shares
|
$31.4 Million
0.47% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
267,866
shares
|
$31.4 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
267,678
shares
|
$31.4 Million
0.43% of portfolio
|
Q4 2024
Added 1860.01%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
265,431
shares
|
$31.1 Million
6.9% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
264,452
shares
|
$31 Million
1.47% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
262,901
shares
|
$30.8 Million
1.18% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
262,885
shares
|
$30.8 Million
0.25% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
262,702
shares
|
$30.8 Million
0.63% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
260,456
shares
|
$30.5 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
260,405
shares
|
$30.5 Million
2.87% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
259,554
shares
|
$30.4 Million
0.86% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
257,245
shares
|
$30.1 Million
7.47% of portfolio
|
Q3 2024
Reduced 65.54%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
256,001
shares
|
$30 Million
0.48% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
253,919
shares
|
$29.7 Million
5.66% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
252,110
shares
|
$29.5 Million
3.48% of portfolio
|
Q2 2024
Added 1.94%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
251,830
shares
|
$29.5 Million
5.45% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
250,849
shares
|
$29.4 Million
0.68% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
250,000
shares
|
$29.3 Million
0.07% of portfolio
|
Q3 2024
New holding
|