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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
536,066
shares
|
$55.8 Million
0.79% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
535,776
shares
|
$55.7 Million
1.44% of portfolio
|
Q4 2024
Added 131.9%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
533,412
shares
|
$55.5 Million
6.14% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
531,387
shares
|
$55.3 Million
0.08% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
531,324
shares
|
$55.3 Million
1.94% of portfolio
|
Q4 2024
Added 15.78%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Feb 07, 2025 Q4 2024 |
519,486
shares
|
$54 Million
8.99% of portfolio
|
Q4 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
517,238
shares
|
$53.8 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
514,462
shares
|
$53.5 Million
4.77% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
508,955
shares
|
$52.9 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
504,885
shares
|
$52.5 Million
5.21% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
503,261
shares
|
$52.3 Million
11.15% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
498,519
shares
|
$51.9 Million
0.94% of portfolio
|
Q4 2022
Added 5.73%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
495,946
shares
|
$51.6 Million
5.99% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
495,154
shares
|
$51.5 Million
1.87% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
494,879
shares
|
$51.5 Million
0.89% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
490,583
shares
|
$51 Million
2.16% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
489,831
shares
|
$50.9 Million
5.3% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
487,995
shares
|
$50.8 Million
3.61% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
477,443
shares
|
$49.7 Million
3.74% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
475,922
shares
|
$49.5 Million
6.63% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
474,184
shares
|
$49.3 Million
0.07% of portfolio
|
Q4 2024
Added 26.04%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
456,559
shares
|
$47.5 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
456,554
shares
|
$47.5 Million
8.49% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
452,823
shares
|
$47.1 Million
1.16% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
452,782
shares
|
$47.1 Million
0.65% of portfolio
|
Q4 2024
Added 37.63%
|