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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
327,431
shares
|
$34.1 Million
0.85% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
326,955
shares
|
$34.1 Million
2.64% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
326,853
shares
|
$34.1 Million
0.99% of portfolio
|
Q4 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
325,440
shares
|
$33.9 Million
0.39% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
324,269
shares
|
$33.8 Million
0.11% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
323,931
shares
|
$33.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
323,469
shares
|
$33.7 Million
4.2% of portfolio
|
Q1 2024
Reduced 0.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
321,153
shares
|
$33.5 Million
1.09% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Starr Indemnity & Liability CO
New York, NY |
Feb 12, 2025 Q4 2024 |
320,409
shares
|
$33.4 Million
18.23% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
318,464
shares
|
$33.2 Million
12.49% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
311,111
shares
|
$32.4 Million
3.14% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
310,935
shares
|
$32.4 Million
3.56% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
309,677
shares
|
$32.3 Million
13.42% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
309,201
shares
|
$32.2 Million
2.62% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Feb 18, 2025 Q4 2024 |
309,086
shares
|
$32.2 Million
3.38% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
308,534
shares
|
$32.2 Million
5.5% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
307,533
shares
|
$32.1 Million
6.55% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
307,050
shares
|
$32 Million
2.43% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
306,305
shares
|
$31.9 Million
0.86% of portfolio
|
Q4 2024
Added 52.18%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
304,416
shares
|
$31.7 Million
1.9% of portfolio
|
Q4 2024
Added 17.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
298,755
shares
|
$31.1 Million
0.53% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
298,422
shares
|
$31.1 Million
0.67% of portfolio
|
Q4 2024
Added 19.99%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
296,071
shares
|
$30.9 Million
2.4% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
295,790
shares
|
$30.8 Million
2.38% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
293,071
shares
|
$30.5 Million
0.98% of portfolio
|
Q4 2024
Added 3863.1%
|