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 2,788 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
160,122
shares
|
$18.7 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
160,100
shares
|
$18.7 Million
1.29% of portfolio
|
Q4 2024
Added 24.01%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
159,675
shares
|
$18.7 Million
9.18% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
159,344
shares
|
$18.7 Million
1.15% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
159,189
shares
|
$18.6 Million
6.95% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
159,036
shares
|
$18.6 Million
0.76% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
156,438
shares
|
$18.3 Million
5.48% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
156,309
shares
|
$18.3 Million
3.68% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
155,911
shares
|
$18.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
155,565
shares
|
$18.2 Million
3.89% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
155,159
shares
|
$18.2 Million
0.54% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
154,634
shares
|
$18.1 Million
1.65% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
154,586
shares
|
$18.1 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
153,804
shares
|
$18 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 14, 2025 Q4 2024 |
153,490
shares
|
$18 Million
0.02% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
153,436
shares
|
$18 Million
1.21% of portfolio
|
Q3 2023
Added 2.04%
|
|
|
Lgl Partners, LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
152,525
shares
|
$17.9 Million
2.76% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
152,461
shares
|
$17.9 Million
0.2% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
152,433
shares
|
$17.8 Million
2.93% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
151,184
shares
|
$17.7 Million
4.1% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
151,054
shares
|
$17.7 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jan 08, 2025 Q4 2024 |
150,481
shares
|
$17.6 Million
8.77% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Feb 13, 2025 Q4 2024 |
150,052
shares
|
$17.6 Million
2.79% of portfolio
|
Q4 2024
Added 767.9%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
150,000
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Constellation Investments, Inc.
Montgomery, OH |
Jan 29, 2025 Q4 2024 |
150,000
shares
|
$17.6 Million
0.79% of portfolio
|
Q4 2024
New holding
|