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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
114,175
shares
|
$13.4 Million
0.73% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
112,981
shares
|
$13.3 Million
0.47% of portfolio
|
Q4 2024
Added 245.87%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
112,951
shares
|
$13.3 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
111,953
shares
|
$13.1 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
111,703
shares
|
$13.1 Million
0.89% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
110,975
shares
|
$13 Million
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
110,301
shares
|
$12.9 Million
2.36% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Common Fund For Nonprofit Organizations
Wilton, CT |
Feb 14, 2025 Q4 2024 |
110,161
shares
|
$12.9 Million
1.43% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
110,037
shares
|
$12.9 Million
0.27% of portfolio
|
Q4 2024
Added 15441.95%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
109,471
shares
|
$12.8 Million
0.97% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
109,319
shares
|
$12.8 Million
3.75% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
108,934
shares
|
$12.8 Million
2.64% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
108,930
shares
|
$12.8 Million
3.54% of portfolio
|
Q4 2024
Added 41.49%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
108,850
shares
|
$12.8 Million
0.24% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
108,500
shares
|
$12.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
107,355
shares
|
$12.6 Million
0.43% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
107,306
shares
|
$12.6 Million
2.29% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
107,018
shares
|
$12.6 Million
1.31% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
106,988
shares
|
$12.6 Million
3.16% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
106,803
shares
|
$12.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.69%
|
|
|
Peninsula Asset Management Inc
Bradenton, FL |
Feb 10, 2025 Q4 2024 |
106,763
shares
|
$12.5 Million
6.6% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
106,397
shares
|
$12.5 Million
1.66% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
106,096
shares
|
$12.5 Million
0.22% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
105,010
shares
|
$12.3 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
104,838
shares
|
$12.3 Million
3.49% of portfolio
|
Q3 2024
Reduced 11.91%
|