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 2,828 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 $55.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
201,673
shares
|
$21 Million
0.6% of portfolio
|
Q4 2023
Reduced 0.35%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
201,416
shares
|
$21 Million
1.69% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Esl Trust Services, LLC
|
Feb 14, 2025 Q4 2024 |
201,247
shares
|
$21 Million
5.18% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
C V Starr & CO Inc
New York, NY |
Feb 12, 2025 Q4 2024 |
200,120
shares
|
$20.9 Million
18.22% of portfolio
|
Q4 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
199,779
shares
|
$20.8 Million
0.75% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
198,074
shares
|
$20.6 Million
5.31% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
197,522
shares
|
$20.6 Million
2.72% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
196,681
shares
|
$20.5 Million
1.74% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
195,799
shares
|
$20.4 Million
1.66% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
195,735
shares
|
$20.4 Million
0.19% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
195,693
shares
|
$20.4 Million
4.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
194,455
shares
|
$20.3 Million
4.42% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
192,667
shares
|
$20.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 21.6%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
192,325
shares
|
$20 Million
3.22% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
192,011
shares
|
$20 Million
0.89% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
191,245
shares
|
$19.9 Million
0.44% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
188,832
shares
|
$19.7 Million
7.12% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
188,447
shares
|
$19.6 Million
0.55% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Asio Capital, LLC
|
Jan 21, 2025 Q4 2024 |
188,207
shares
|
$19.6 Million
4.3% of portfolio
|
Q4 2024
Reduced 9.6%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
187,142
shares
|
$19.5 Million
7.99% of portfolio
|
Q4 2024
Reduced 27.25%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
187,109
shares
|
$19.5 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
186,968
shares
|
$19.5 Million
3.14% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
186,517
shares
|
$19.4 Million
2.23% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
186,481
shares
|
$19.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.18%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
185,652
shares
|
$19.4 Million
1.86% of portfolio
|
Q4 2024
Added 0.01%
|