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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
91,726
shares
|
$10.7 Million
0.6% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Heron Bay Capital Management
|
Feb 11, 2025 Q4 2024 |
91,467
shares
|
$10.7 Million
2.29% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
91,244
shares
|
$10.7 Million
0.01% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
90,878
shares
|
$10.6 Million
0.94% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Pachira Investments Inc.
|
Jan 29, 2025 Q4 2024 |
90,707
shares
|
$10.6 Million
6.96% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
90,556
shares
|
$10.6 Million
2.52% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
90,431
shares
|
$10.6 Million
2.81% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
90,294
shares
|
$10.6 Million
0.9% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
90,231
shares
|
$10.6 Million
3.56% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
89,420
shares
|
$10.5 Million
0.56% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
89,051
shares
|
$10.4 Million
4.2% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
88,791
shares
|
$10.4 Million
2.63% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
88,415
shares
|
$10.4 Million
0.57% of portfolio
|
Q4 2024
Reduced 10.5%
|
|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
87,258
shares
|
$10.2 Million
2.45% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
86,990
shares
|
$10.2 Million
2.81% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
86,783
shares
|
$10.2 Million
4.12% of portfolio
|
Q4 2024
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
86,218
shares
|
$10.1 Million
4.25% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
85,921
shares
|
$10.1 Million
0.15% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
85,613
shares
|
$10 Million
0.58% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
85,482
shares
|
$10 Million
6.19% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
85,175
shares
|
$9.97 Million
1.46% of portfolio
|
Q3 2022
Added 49.39%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
85,099
shares
|
$9.96 Million
0.04% of portfolio
|
Q4 2022
Added 27.02%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
84,903
shares
|
$9.94 Million
5.66% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
84,688
shares
|
$9.92 Million
2.32% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
84,461
shares
|
$9.89 Million
3.58% of portfolio
|
Q4 2023
Added 13.99%
|