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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
49,838
shares
|
$5.63 Million
0.51% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
49,787
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
49,764
shares
|
$5.62 Million
3.49% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Jan 30, 2025 Q4 2024 |
49,545
shares
|
$5.6 Million
3.38% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
49,420
shares
|
$5.58 Million
2.5% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
49,270
shares
|
$5.57 Million
1.65% of portfolio
|
Q4 2024
Added 192.96%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
49,124
shares
|
$5.55 Million
0.73% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
48,956
shares
|
$5.53 Million
2.64% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
48,755
shares
|
$5.51 Million
1.78% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
48,720
shares
|
$5.5 Million
1.67% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
48,585
shares
|
$5.49 Million
0.1% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
48,549
shares
|
$5.48 Million
1.65% of portfolio
|
Q4 2024
Reduced 11.21%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
48,534
shares
|
$5.48 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
48,514
shares
|
$5.48 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
48,266
shares
|
$5.45 Million
0.37% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
48,170
shares
|
$5.44 Million
0.82% of portfolio
|
Q4 2024
Added 11.85%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
48,117
shares
|
$5.44 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
47,878
shares
|
$5.41 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
47,852
shares
|
$5.41 Million
0.46% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
47,716
shares
|
$5.39 Million
1.1% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
47,525
shares
|
$5.37 Million
0.04% of portfolio
|
Q4 2024
Added 57.23%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
47,479
shares
|
$5.36 Million
4.4% of portfolio
|
Q4 2024
New holding
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
47,423
shares
|
$5.36 Million
1.46% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
46,931
shares
|
$5.3 Million
2.38% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Feb 03, 2025 Q4 2024 |
46,791
shares
|
$5.29 Million
5.14% of portfolio
|
Q4 2024
New holding
|