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 |
|---|---|---|---|---|---|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
514,462
shares
|
$60.3 Million
4.77% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
513,552
shares
|
$60.2 Million
0.13% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
509,312
shares
|
$59.7 Million
0.21% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
504,885
shares
|
$59.1 Million
5.21% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
503,261
shares
|
$59 Million
11.15% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
499,354
shares
|
$58.5 Million
2.28% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
498,519
shares
|
$58.4 Million
0.94% of portfolio
|
Q4 2022
Added 5.73%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
495,946
shares
|
$58.1 Million
5.99% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
495,154
shares
|
$58 Million
1.87% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
490,204
shares
|
$57.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
489,831
shares
|
$57.4 Million
5.3% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
487,995
shares
|
$57.2 Million
3.61% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
486,909
shares
|
$57 Million
0.82% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
478,614
shares
|
$56.1 Million
0.89% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
477,443
shares
|
$55.9 Million
3.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
463,817
shares
|
$54.3 Million
6.4% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
463,761
shares
|
$54.3 Million
0.78% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
458,915
shares
|
$53.8 Million
1.83% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
456,554
shares
|
$53.5 Million
8.49% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
452,823
shares
|
$53 Million
1.16% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
452,600
shares
|
$53 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
451,027
shares
|
$52.8 Million
0.38% of portfolio
|
Q3 2024
Added 426.75%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
448,970
shares
|
$52.6 Million
4.06% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
437,575
shares
|
$51.3 Million
1.32% of portfolio
|
Q3 2024
Added 4.85%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
435,395
shares
|
$51 Million
11.74% of portfolio
|
Q3 2024
Added 0.08%
|