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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
452,600
shares
|
$47.1 Million
0.1% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
451,009
shares
|
$46.9 Million
0.38% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
448,970
shares
|
$46.7 Million
4.06% of portfolio
|
Q4 2023
Reduced 5.31%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
443,143
shares
|
$46.1 Million
11.62% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
442,142
shares
|
$46 Million
0.02% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
441,255
shares
|
$45.9 Million
1.23% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
432,917
shares
|
$45 Million
4.14% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
432,688
shares
|
$45 Million
1.52% of portfolio
|
Q4 2023
Added 6.77%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
427,360
shares
|
$44.4 Million
2.56% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
424,965
shares
|
$44.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 20.23%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
424,832
shares
|
$44.2 Million
0.32% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
422,260
shares
|
$43.9 Million
0.12% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
417,635
shares
|
$43.4 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
407,162
shares
|
$42.3 Million
0.68% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
395,517
shares
|
$41.1 Million
0.66% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
395,146
shares
|
$41.1 Million
0.85% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
393,644
shares
|
$40.9 Million
1.7% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
392,199
shares
|
$40.8 Million
0.56% of portfolio
|
Q3 2023
Added 4.75%
|
|
|
Rkl Wealth Management LLC
|
Feb 06, 2025 Q4 2024 |
388,358
shares
|
$40.4 Million
3.99% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
384,741
shares
|
$40 Million
4.3% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
384,034
shares
|
$39.9 Million
5.6% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
381,838
shares
|
$39.7 Million
0.18% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
379,202
shares
|
$39.4 Million
3.27% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
377,456
shares
|
$39.3 Million
5.15% of portfolio
|
Q3 2024
Added 3.85%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
377,127
shares
|
$39.2 Million
2.04% of portfolio
|
Q4 2024
Added 2.97%
|