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 2,828 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 $55.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
964,013
shares
|
$100 Million
0.31% of portfolio
|
Q4 2024
Added 20.06%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
958,817
shares
|
$99.9 Million
5.89% of portfolio
|
Q4 2024
Added 15.68%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
953,017
shares
|
$99.3 Million
0.17% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
935,681
shares
|
$97.5 Million
0.93% of portfolio
|
Q4 2024
Added 7.68%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
923,864
shares
|
$96.3 Million
0.37% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
908,657
shares
|
$94.7 Million
0.67% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
900,008
shares
|
$93.8 Million
6.21% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
896,243
shares
|
$93.4 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
894,910
shares
|
$93.3 Million
7.13% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
809,080
shares
|
$84.3 Million
4.23% of portfolio
|
Q4 2024
Added 195.14%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
804,463
shares
|
$83.9 Million
3.19% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
803,749
shares
|
$83.8 Million
0.85% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
801,214
shares
|
$83.5 Million
4.03% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
793,981
shares
|
$82.8 Million
0.69% of portfolio
|
Q4 2024
Added 59.16%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
785,275
shares
|
$81.9 Million
9.56% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
785,062
shares
|
$81.8 Million
1.45% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
774,576
shares
|
$80.7 Million
2.82% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
770,789
shares
|
$80.3 Million
5.39% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
769,250
shares
|
$80.2 Million
1.5% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
759,142
shares
|
$79.1 Million
2.3% of portfolio
|
Q4 2024
Added 17.82%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
753,176
shares
|
$78.5 Million
4.52% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
737,025
shares
|
$76.8 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
726,948
shares
|
$75.8 Million
0.28% of portfolio
|
Q4 2024
Added 16.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
725,027
shares
|
$75.6 Million
1.77% of portfolio
|
Q3 2022
Added 655.76%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
720,964
shares
|
$75.2 Million
1.43% of portfolio
|
Q4 2024
Reduced 50.0%
|