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 |
|---|---|---|---|---|---|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
52,049
shares
|
$5.88 Million
1.32% of portfolio
|
Q4 2024
Added 3.17%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
51,793
shares
|
$5.85 Million
0.54% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
51,768
shares
|
$5.85 Million
2.81% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
51,719
shares
|
$5.84 Million
0.04% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
51,666
shares
|
$5.84 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
Feb 10, 2025 Q4 2024 |
51,600
shares
|
$5.83 Million
0.77% of portfolio
|
Q4 2024
Reduced 61.41%
|
|
|
Parthenon LLC
|
Jan 31, 2025 Q4 2024 |
51,527
shares
|
$5.82 Million
0.73% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
51,411
shares
|
$5.81 Million
0.18% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
51,403
shares
|
$5.81 Million
0.24% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Jan 23, 2025 Q4 2024 |
51,288
shares
|
$5.79 Million
3.98% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
51,276
shares
|
$5.79 Million
1.35% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
51,181
shares
|
$5.78 Million
0.01% of portfolio
|
Q4 2024
Reduced 80.35%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
51,161
shares
|
$5.78 Million
3.16% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
50,873
shares
|
$5.75 Million
0.09% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
50,817
shares
|
$5.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
50,814
shares
|
$5.74 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
50,800
shares
|
$5.74 Million
0.64% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
50,800
shares
|
$5.74 Million
4.83% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
50,792
shares
|
$5.74 Million
3.84% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
50,760
shares
|
$5.73 Million
0.45% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
50,540
shares
|
$5.71 Million
0.53% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
50,180
shares
|
$5.67 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
50,169
shares
|
$5.67 Million
1.52% of portfolio
|
Q4 2024
Added 113.81%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
49,897
shares
|
$5.64 Million
0.14% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
49,881
shares
|
$5.63 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.54%
|