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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
58,325
shares
|
$6.59 Million
0.28% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
57,962
shares
|
$6.55 Million
0.2% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
57,931
shares
|
$6.54 Million
0.37% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
57,720
shares
|
$6.52 Million
0.43% of portfolio
|
Q4 2024
Added 74.77%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Feb 05, 2025 Q4 2024 |
57,710
shares
|
$6.52 Million
5.9% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
57,641
shares
|
$6.51 Million
0.36% of portfolio
|
Q4 2024
Reduced 25.37%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
57,565
shares
|
$6.5 Million
1.94% of portfolio
|
Q4 2024
Added 27.8%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
57,565
shares
|
$6.5 Million
4.69% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
57,499
shares
|
$6.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
57,326
shares
|
$6.48 Million
2.76% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
57,220
shares
|
$6.46 Million
4.19% of portfolio
|
Q4 2024
Added 343.94%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
57,111
shares
|
$6.45 Million
1.15% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
56,832
shares
|
$6.42 Million
0.53% of portfolio
|
Q4 2024
Reduced 18.9%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
56,794
shares
|
$6.42 Million
5.15% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
56,726
shares
|
$6.41 Million
0.0% of portfolio
|
Q4 2024
Added 547.78%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
56,599
shares
|
$6.39 Million
0.57% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
56,525
shares
|
$6.39 Million
1.75% of portfolio
|
Q4 2024
Reduced 16.01%
|
|
|
First National Bank Of Hutchinson
|
Feb 11, 2025 Q4 2024 |
56,361
shares
|
$6.37 Million
3.97% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
56,332
shares
|
$6.36 Million
0.28% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
56,329
shares
|
$6.36 Million
1.02% of portfolio
|
Q2 2024
Reduced 29.37%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
56,306
shares
|
$6.36 Million
3.25% of portfolio
|
Q4 2024
Added 52.18%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
56,285
shares
|
$6.36 Million
0.22% of portfolio
|
Q4 2024
Reduced 14.2%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
56,123
shares
|
$6.34 Million
0.83% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Provident Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
56,092
shares
|
$6.34 Million
2.17% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
56,046
shares
|
$6.33 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.7%
|