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 2,811 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
970,035
shares
|
$102 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
949,474
shares
|
$99.4 Million
0.86% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
924,395
shares
|
$96.7 Million
0.6% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
918,675
shares
|
$96.1 Million
5.79% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
899,151
shares
|
$94.1 Million
0.17% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
878,266
shares
|
$91.9 Million
3.2% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
861,169
shares
|
$90.1 Million
0.23% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
843,652
shares
|
$88.3 Million
0.49% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Apr 14, 2025 Q1 2025 |
833,855
shares
|
$87.3 Million
9.18% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
828,954
shares
|
$86.7 Million
4.08% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
810,376
shares
|
$84.8 Million
0.69% of portfolio
|
Q1 2025
Added 45.27%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
796,785
shares
|
$83.4 Million
2.65% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
789,955
shares
|
$82.7 Million
0.23% of portfolio
|
Q1 2025
Reduced 18.06%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
776,706
shares
|
$81.3 Million
5.05% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
775,128
shares
|
$81.1 Million
1.45% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
774,671
shares
|
$81.1 Million
0.12% of portfolio
|
Q1 2025
Added 63.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
772,772
shares
|
$80.9 Million
0.41% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
769,082
shares
|
$80.5 Million
4.19% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
767,755
shares
|
$80.3 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
760,037
shares
|
$79.5 Million
0.27% of portfolio
|
Q1 2025
Added 4.55%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
731,174
shares
|
$76.5 Million
1.28% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
727,331
shares
|
$76.1 Million
1.93% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
726,530
shares
|
$76 Million
16.56% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
725,027
shares
|
$75.9 Million
1.77% of portfolio
|
Q3 2022
Added 655.76%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
721,295
shares
|
$75.5 Million
2.71% of portfolio
|
Q1 2025
Added 2.16%
|