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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
34,568
shares
|
$3.9 Million
0.25% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
34,510
shares
|
$3.9 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
34,458
shares
|
$3.89 Million
0.35% of portfolio
|
Q4 2024
Added 49.41%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
34,432
shares
|
$3.89 Million
3.14% of portfolio
|
Q4 2024
Added 1343.08%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
34,305
shares
|
$3.88 Million
1.52% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
34,094
shares
|
$3.85 Million
0.04% of portfolio
|
Q4 2024
Added 397.21%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
34,087
shares
|
$3.85 Million
1.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
34,071
shares
|
$3.85 Million
2.7% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
33,909
shares
|
$3.83 Million
0.19% of portfolio
|
Q4 2024
Reduced 44.1%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
33,860
shares
|
$3.82 Million
0.75% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
33,817
shares
|
$3.82 Million
0.16% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
33,752
shares
|
$3.81 Million
2.04% of portfolio
|
Q2 2022
Added 37.92%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
33,739
shares
|
$3.81 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
33,721
shares
|
$3.81 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
33,686
shares
|
$3.81 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
33,685
shares
|
$3.81 Million
2.26% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
33,640
shares
|
$3.8 Million
0.21% of portfolio
|
Q4 2024
Added 240.49%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
33,631
shares
|
$3.8 Million
0.14% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
33,539
shares
|
$3.79 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
33,476
shares
|
$3.78 Million
0.1% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,440
shares
|
$3.78 Million
0.57% of portfolio
|
Q4 2024
Reduced 53.5%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
33,436
shares
|
$3.78 Million
1.13% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
33,407
shares
|
$3.77 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
33,232
shares
|
$3.75 Million
1.57% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
33,063
shares
|
$3.73 Million
0.39% of portfolio
|
Q4 2024
Added 1.89%
|