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 2,738 institutions that hold shares in the stock, with a total of 529 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
184,143
shares
|
$21.3 Million
2.08% of portfolio
|
Q3 2023
Reduced 0.33%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
183,449
shares
|
$21.2 Million
7.96% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
183,391
shares
|
$21.2 Million
4.31% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
183,248
shares
|
$21.2 Million
2.19% of portfolio
|
Q4 2024
Reduced 12.06%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
182,563
shares
|
$21.1 Million
6.34% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
181,321
shares
|
$21 Million
0.27% of portfolio
|
Q4 2024
Added 35.2%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
181,321
shares
|
$21 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
181,022
shares
|
$20.9 Million
7.73% of portfolio
|
Q4 2024
New holding
|
|
|
Roth Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
180,207
shares
|
$20.8 Million
8.26% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
179,860
shares
|
$20.8 Million
0.49% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
179,642
shares
|
$20.8 Million
0.26% of portfolio
|
Q4 2024
Added 27.96%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
178,695
shares
|
$20.7 Million
0.42% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
178,491
shares
|
$20.6 Million
4.06% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
178,339
shares
|
$20.6 Million
1.28% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
178,136
shares
|
$20.6 Million
1.02% of portfolio
|
Q4 2024
Added 23.77%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Feb 04, 2025 Q4 2024 |
177,573
shares
|
$20.5 Million
20.71% of portfolio
|
Q4 2024
Added 55.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
177,180
shares
|
$20.5 Million
1.94% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
175,781
shares
|
$20.3 Million
0.61% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
175,405
shares
|
$20.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
173,442
shares
|
$20 Million
0.95% of portfolio
|
Q4 2024
Added 15.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
172,965
shares
|
$20 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Oakwell Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
172,589
shares
|
$20 Million
5.58% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
172,197
shares
|
$19.9 Million
3.38% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
172,185
shares
|
$19.9 Million
3.9% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
172,100
shares
|
$19.9 Million
0.79% of portfolio
|
Q4 2024
Added 1383.62%
|