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 2,798 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 $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
149,464
shares
|
$17.5 Million
2.55% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
149,318
shares
|
$17.5 Million
0.48% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
148,979
shares
|
$17.4 Million
1.58% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
148,473
shares
|
$17.4 Million
11.85% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
148,455
shares
|
$17.4 Million
1.35% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
148,230
shares
|
$17.4 Million
1.14% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
147,875
shares
|
$17.3 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
147,805
shares
|
$17.3 Million
5.7% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
147,747
shares
|
$17.3 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
147,385
shares
|
$17.3 Million
1.38% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
146,006
shares
|
$17.1 Million
0.79% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Ironwood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
145,637
shares
|
$17.1 Million
8.23% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
145,416
shares
|
$17 Million
3.13% of portfolio
|
Q2 2023
Added 0.97%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
143,534
shares
|
$16.8 Million
4.22% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
143,027
shares
|
$16.7 Million
0.59% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
142,902
shares
|
$16.7 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
142,631
shares
|
$16.7 Million
0.03% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Schroder Investment Management Group
London, X0 |
Feb 12, 2025 Q4 2024 |
141,732
shares
|
$16.6 Million
0.02% of portfolio
|
Q4 2024
Added 7774.0%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
141,588
shares
|
$16.6 Million
0.07% of portfolio
|
Q4 2024
Added 246.33%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
141,016
shares
|
$16.5 Million
1.57% of portfolio
|
Q4 2022
Added 38.45%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
140,928
shares
|
$16.5 Million
4.71% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
140,385
shares
|
$16.4 Million
4.39% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
139,360
shares
|
$16.3 Million
1.24% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
138,929
shares
|
$16.3 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Transparent Wealth Partners LLC
Little Rock, AR |
Apr 13, 2023 Q1 2023 |
138,541
shares
|
$16.2 Million
9.85% of portfolio
|
Q1 2023
Added 3.15%
|