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 $55.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,714,704
shares
|
$178 Million
2.43% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
1,566,357
shares
|
$163 Million
0.18% of portfolio
|
Q4 2024
Added 10.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,557,253
shares
|
$162 Million
0.19% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
1,471,986
shares
|
$153 Million
0.47% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
1,466,229
shares
|
$153 Million
2.4% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
1,459,071
shares
|
$152 Million
3.51% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
1,414,930
shares
|
$147 Million
2.33% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Bronte Capital Management Pty Ltd.
|
Feb 10, 2025 Q4 2024 |
1,413,412
shares
|
$147 Million
16.55% of portfolio
|
Q4 2024
Added 55.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,347,392
shares
|
$140 Million
0.31% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
1,235,897
shares
|
$129 Million
0.77% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
1,231,490
shares
|
$128 Million
15.64% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
1,170,774
shares
|
$122 Million
0.34% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,164,863
shares
|
$121 Million
0.77% of portfolio
|
Q4 2024
Added 37.91%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,159,654
shares
|
$121 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
1,141,600
shares
|
$119 Million
0.06% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,127,513
shares
|
$117 Million
0.04% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
1,125,977
shares
|
$117 Million
0.45% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,108,429
shares
|
$115 Million
1.09% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,080,102
shares
|
$112 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,053,697
shares
|
$110 Million
0.7% of portfolio
|
Q4 2024
Added 80.47%
|
|
|
Nationwide Fund Advisors
|
Jan 23, 2025 Q4 2024 |
1,051,693
shares
|
$109 Million
9.67% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,040,297
shares
|
$108 Million
0.7% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
1,010,875
shares
|
$105 Million
5.53% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
1,001,292
shares
|
$104 Million
3.66% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
977,830
shares
|
$102 Million
0.31% of portfolio
|
Q4 2024
Added 3.14%
|