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 2,837 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 $57.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
287,578
shares
|
$30.7 Million
0.15% of portfolio
|
Q4 2024
Added 110.04%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
287,510
shares
|
$30.7 Million
0.47% of portfolio
|
Q2 2023
Added 107.19%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
284,657
shares
|
$30.4 Million
0.64% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
282,937
shares
|
$30.2 Million
3.83% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
281,028
shares
|
$30 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
280,994
shares
|
$30 Million
6.25% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
280,031
shares
|
$29.9 Million
5.65% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
278,618
shares
|
$29.8 Million
4.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
277,541
shares
|
$29.6 Million
2.97% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
277,448
shares
|
$29.6 Million
2.38% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
277,222
shares
|
$29.6 Million
4.48% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
276,320
shares
|
$29.5 Million
1.48% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
275,447
shares
|
$29.4 Million
4.07% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
271,948
shares
|
$29 Million
0.46% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Pine Ridge Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
270,371
shares
|
$28.9 Million
3.45% of portfolio
|
Q4 2024
Added 37.05%
|
|
|
Wallington Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
269,638
shares
|
$28.8 Million
4.49% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
269,576
shares
|
$28.8 Million
10.5% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
267,866
shares
|
$28.6 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
267,678
shares
|
$28.6 Million
0.43% of portfolio
|
Q4 2024
Added 1860.01%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
266,425
shares
|
$28.5 Million
0.43% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
264,452
shares
|
$28.2 Million
1.47% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
262,901
shares
|
$28.1 Million
1.18% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
262,885
shares
|
$28.1 Million
0.25% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
262,702
shares
|
$28.1 Million
0.63% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
259,554
shares
|
$27.7 Million
0.86% of portfolio
|
Q4 2024
Added 0.68%
|