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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
46,784
shares
|
$5.28 Million
0.16% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
46,683
shares
|
$5.27 Million
0.97% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
46,570
shares
|
$5.26 Million
0.37% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
46,358
shares
|
$5.24 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
46,126
shares
|
$5.21 Million
1.15% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
45,889
shares
|
$5.18 Million
0.59% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
45,883
shares
|
$5.18 Million
1.79% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
45,769
shares
|
$5.17 Million
0.17% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Performa LTD (Us), LLC
|
Feb 10, 2025 Q4 2024 |
45,565
shares
|
$5.15 Million
1.85% of portfolio
|
Q4 2024
Added 32.42%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
45,505
shares
|
$5.14 Million
2.14% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Feb 11, 2025 Q4 2024 |
45,371
shares
|
$5.13 Million
1.14% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
45,272
shares
|
$5.11 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
44,629
shares
|
$5.04 Million
1.62% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
44,620
shares
|
$5.04 Million
0.5% of portfolio
|
Q4 2024
Added 14.91%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
44,587
shares
|
$5.04 Million
3.04% of portfolio
|
Q4 2024
Reduced 6.74%
|
|
|
Sound Stewardship, LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
44,458
shares
|
$5.02 Million
3.04% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
44,105
shares
|
$4.98 Million
1.54% of portfolio
|
Q4 2024
Reduced 24.17%
|
|
|
Coign Capital Advisors LLC
Draper, UT |
Feb 13, 2025 Q4 2024 |
44,096
shares
|
$4.98 Million
4.68% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
43,956
shares
|
$4.97 Million
1.56% of portfolio
|
Q4 2024
Added 85.8%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
43,945
shares
|
$4.96 Million
1.81% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
43,938
shares
|
$4.96 Million
2.19% of portfolio
|
Q4 2024
Added 47.35%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
43,770
shares
|
$4.94 Million
0.59% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
43,651
shares
|
$4.93 Million
2.9% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
43,547
shares
|
$4.92 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
43,538
shares
|
$4.92 Million
0.06% of portfolio
|
Q2 2022
Added 0.61%
|