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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,527,630
shares
|
$179 Million
1.25% of portfolio
|
Q3 2024
Added 4.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,490,908
shares
|
$175 Million
0.19% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,460,978
shares
|
$171 Million
0.47% of portfolio
|
Q3 2024
Added 7.54%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
1,459,071
shares
|
$171 Million
3.51% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,432,653
shares
|
$168 Million
1.81% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
1,416,016
shares
|
$166 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
1,414,930
shares
|
$166 Million
2.33% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,243,106
shares
|
$146 Million
0.31% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
1,231,490
shares
|
$144 Million
15.64% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,199,927
shares
|
$141 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,170,774
shares
|
$137 Million
0.34% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,169,357
shares
|
$137 Million
0.79% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,164,863
shares
|
$136 Million
0.77% of portfolio
|
Q4 2024
Added 37.91%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,163,446
shares
|
$136 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.22%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,141,600
shares
|
$134 Million
0.06% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,120,532
shares
|
$131 Million
0.66% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,086,031
shares
|
$127 Million
0.67% of portfolio
|
Q3 2024
Reduced 14.58%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
1,078,146
shares
|
$126 Million
0.04% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
1,071,848
shares
|
$126 Million
0.18% of portfolio
|
Q3 2024
Added 18.49%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,053,697
shares
|
$123 Million
0.7% of portfolio
|
Q4 2024
Added 80.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,052,023
shares
|
$123 Million
0.45% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Nationwide Fund Advisors
|
Jan 23, 2025 Q4 2024 |
1,051,693
shares
|
$123 Million
9.67% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,001,292
shares
|
$117 Million
3.66% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
977,830
shares
|
$115 Million
0.31% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
964,013
shares
|
$113 Million
0.31% of portfolio
|
Q4 2024
Added 20.06%
|