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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
127,536
shares
|
$14.9 Million
0.69% of portfolio
|
Q4 2024
Added 41.01%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
126,728
shares
|
$14.8 Million
8.62% of portfolio
|
Q4 2024
Added 15.42%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
126,691
shares
|
$14.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
125,873
shares
|
$14.7 Million
2.17% of portfolio
|
Q3 2023
Reduced 2.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
125,829
shares
|
$14.7 Million
0.68% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Francis Financial, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
125,493
shares
|
$14.7 Million
3.59% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
125,350
shares
|
$14.7 Million
0.98% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
124,491
shares
|
$14.6 Million
3.43% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
124,288
shares
|
$14.6 Million
2.29% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
124,253
shares
|
$14.5 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
Feb 11, 2025 Q4 2024 |
123,772
shares
|
$14.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
123,751
shares
|
$14.5 Million
2.08% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
123,739
shares
|
$14.5 Million
3.0% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
123,587
shares
|
$14.5 Million
2.43% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
123,533
shares
|
$14.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 32.33%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
123,508
shares
|
$14.5 Million
0.45% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
122,745
shares
|
$14.4 Million
0.35% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
122,711
shares
|
$14.4 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
122,445
shares
|
$14.3 Million
1.8% of portfolio
|
Q4 2024
Added 35.07%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
122,168
shares
|
$14.3 Million
0.29% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
122,116
shares
|
$14.3 Million
0.82% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
122,116
shares
|
$14.3 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
121,813
shares
|
$14.3 Million
1.08% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
121,418
shares
|
$14.2 Million
0.18% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
120,976
shares
|
$14.2 Million
4.88% of portfolio
|
Q4 2024
Added 3.41%
|