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 2,798 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
137,138
shares
|
$16.1 Million
2.81% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
137,040
shares
|
$16 Million
6.3% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
136,205
shares
|
$15.9 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
136,012
shares
|
$15.9 Million
0.29% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
135,834
shares
|
$15.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
134,883
shares
|
$15.8 Million
7.94% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
133,876
shares
|
$15.7 Million
1.35% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
133,249
shares
|
$15.6 Million
0.02% of portfolio
|
Q3 2022
Added 10.5%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
132,820
shares
|
$15.6 Million
1.93% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
132,780
shares
|
$15.5 Million
0.16% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
132,530
shares
|
$15.5 Million
13.88% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
132,319
shares
|
$15.5 Million
1.37% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
132,261
shares
|
$15.5 Million
1.88% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
131,907
shares
|
$15.4 Million
6.2% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
131,754
shares
|
$15.4 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
131,665
shares
|
$15.4 Million
3.41% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
131,339
shares
|
$15.4 Million
2.77% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
131,278
shares
|
$15.4 Million
7.71% of portfolio
|
Q4 2024
Added 8.55%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
131,167
shares
|
$15.4 Million
2.4% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
131,095
shares
|
$15.3 Million
2.85% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
130,494
shares
|
$15.3 Million
4.71% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
129,565
shares
|
$15.2 Million
4.3% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
128,859
shares
|
$15.1 Million
1.95% of portfolio
|
Q2 2023
Reduced 0.59%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
128,117
shares
|
$15 Million
2.25% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
127,923
shares
|
$15 Million
3.64% of portfolio
|
Q4 2024
Added 8.76%
|