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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,934
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
24
shares
|
$2,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
24
shares
|
$2,816
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
23
shares
|
$2,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,582
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
22
shares
|
$2,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
20
shares
|
$2,347
0.0% of portfolio
|
Q2 2023
Added 1300.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
Feb 06, 2025 Q4 2024 |
19
shares
|
$2,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
18
shares
|
$2,112
0.0% of portfolio
|
Q4 2024
Reduced 97.27%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
18
shares
|
$2,112
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
15
shares
|
$1,760
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
11
shares
|
$1,291
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Feb 14, 2025 Q4 2024 |
8
shares
|
$938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
5
shares
|
$586
0.0% of portfolio
|
Q3 2024
Reduced 68.75%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
2
shares
|
$234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|