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 |
|---|---|---|---|---|---|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
374,263
shares
|
$39 Million
2.48% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
373,166
shares
|
$38.9 Million
2.29% of portfolio
|
Q3 2022
Added 13.39%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
362,751
shares
|
$37.8 Million
5.31% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
361,988
shares
|
$37.7 Million
4.57% of portfolio
|
Q4 2024
Reduced 5.78%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
359,222
shares
|
$37.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
356,956
shares
|
$37.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
356,006
shares
|
$37.1 Million
0.14% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
355,799
shares
|
$37.1 Million
2.55% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
355,080
shares
|
$37 Million
13.79% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
352,689
shares
|
$36.8 Million
0.7% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
350,955
shares
|
$36.6 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
350,813
shares
|
$36.6 Million
12.97% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
350,404
shares
|
$36.5 Million
1.02% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jan 31, 2025 Q4 2024 |
349,064
shares
|
$36.4 Million
8.65% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
341,548
shares
|
$35.6 Million
3.41% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
341,073
shares
|
$35.6 Million
17.68% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
340,728
shares
|
$35.5 Million
5.86% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
337,503
shares
|
$35.2 Million
2.82% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
335,982
shares
|
$35 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
334,817
shares
|
$34.9 Million
2.23% of portfolio
|
Q2 2022
Reduced 2.86%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
334,720
shares
|
$34.9 Million
0.69% of portfolio
|
Q4 2024
Added 30.37%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
333,948
shares
|
$34.8 Million
1.91% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
331,255
shares
|
$34.5 Million
0.59% of portfolio
|
Q4 2023
Reduced 0.07%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
330,512
shares
|
$34.5 Million
0.12% of portfolio
|
Q3 2022
Reduced 0.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
329,176
shares
|
$34.3 Million
0.37% of portfolio
|
Q4 2024
Added 5.58%
|