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 537 Million shares, which have been reported (via 13F filing form) to have a value of $60.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
62,583
shares
|
$7.07 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
62,502
shares
|
$7.06 Million
1.18% of portfolio
|
Q3 2022
Reduced 56.95%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
62,478
shares
|
$7.06 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
61,578
shares
|
$6.96 Million
5.43% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
61,553
shares
|
$6.95 Million
1.41% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
61,517
shares
|
$6.95 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
61,398
shares
|
$6.94 Million
2.28% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
61,100
shares
|
$6.9 Million
3.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
60,918
shares
|
$6.88 Million
0.53% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
60,521
shares
|
$6.84 Million
0.67% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
60,403
shares
|
$6.82 Million
1.76% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
60,254
shares
|
$6.81 Million
0.07% of portfolio
|
Q4 2024
Reduced 38.38%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
60,152
shares
|
$6.79 Million
0.55% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
60,000
shares
|
$6.78 Million
2.66% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
59,895
shares
|
$6.77 Million
3.96% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
59,754
shares
|
$6.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
59,694
shares
|
$6.74 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
59,672
shares
|
$6.74 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
59,658
shares
|
$6.74 Million
1.84% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
59,451
shares
|
$6.72 Million
0.78% of portfolio
|
Q4 2024
Added 29.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
59,403
shares
|
$6.71 Million
0.2% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
59,386
shares
|
$6.71 Million
2.34% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
59,120
shares
|
$6.68 Million
1.11% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
58,630
shares
|
$6.62 Million
0.61% of portfolio
|
Q4 2024
Reduced 46.4%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
58,607
shares
|
$6.62 Million
1.99% of portfolio
|
Q4 2024
Added 1.4%
|