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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
716,314
shares
|
$74.5 Million
0.19% of portfolio
|
Q3 2023
Reduced 5.51%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
706,015
shares
|
$73.4 Million
2.94% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
697,953
shares
|
$72.6 Million
4.16% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
675,016
shares
|
$70.2 Million
3.21% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
664,939
shares
|
$69.2 Million
6.38% of portfolio
|
Q4 2024
Added 104.69%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
664,801
shares
|
$69.1 Million
1.45% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
653,686
shares
|
$68 Million
4.71% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
638,019
shares
|
$66.4 Million
0.23% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
625,201
shares
|
$65 Million
0.96% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
617,457
shares
|
$64.2 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
610,310
shares
|
$63.5 Million
0.64% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
601,241
shares
|
$62.5 Million
0.43% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
594,870
shares
|
$61.9 Million
4.06% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Ally Financial Inc.
Detroit, MI |
Feb 13, 2025 Q4 2024 |
588,000
shares
|
$61.2 Million
8.36% of portfolio
|
Q4 2024
Added 51.55%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
570,292
shares
|
$59.3 Million
9.4% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
568,794
shares
|
$59.2 Million
2.2% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
564,745
shares
|
$58.7 Million
0.94% of portfolio
|
Q4 2024
Added 15.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
559,031
shares
|
$58.1 Million
0.13% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
557,825
shares
|
$58 Million
0.63% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
557,675
shares
|
$58 Million
4.1% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Alaska Permanent Capital Management
|
Jan 29, 2025 Q4 2024 |
556,442
shares
|
$57.9 Million
5.26% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
545,459
shares
|
$56.7 Million
0.91% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
542,520
shares
|
$56.4 Million
0.62% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
537,324
shares
|
$55.9 Million
3.81% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
536,930
shares
|
$55.8 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.22%
|