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 |
|---|---|---|---|---|---|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
23,033
shares
|
$2.6 Million
2.66% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
23,016
shares
|
$2.6 Million
0.06% of portfolio
|
Q4 2024
Added 161.87%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
22,864
shares
|
$2.58 Million
1.84% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
22,825
shares
|
$2.58 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
22,797
shares
|
$2.58 Million
2.77% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
22,746
shares
|
$2.57 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
22,722
shares
|
$2.57 Million
0.88% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
22,672
shares
|
$2.56 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,667
shares
|
$2.56 Million
0.54% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
22,630
shares
|
$2.56 Million
0.44% of portfolio
|
Q4 2024
Added 19.75%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
22,626
shares
|
$2.56 Million
0.94% of portfolio
|
Q4 2024
Added 18.23%
|
|
|
Wiser Wealth Management, Inc
|
Jan 14, 2025 Q4 2024 |
22,594
shares
|
$2.55 Million
0.73% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
22,355
shares
|
$2.53 Million
1.38% of portfolio
|
Q4 2024
Added 191.42%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
22,339
shares
|
$2.52 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
22,320
shares
|
$2.52 Million
0.21% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
22,307
shares
|
$2.52 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
22,270
shares
|
$2.52 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
22,120
shares
|
$2.5 Million
0.08% of portfolio
|
Q4 2024
Added 366.27%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
22,102
shares
|
$2.5 Million
2.13% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
22,059
shares
|
$2.49 Million
0.09% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
22,007
shares
|
$2.49 Million
0.18% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Sws Partners
|
Feb 06, 2025 Q4 2024 |
21,964
shares
|
$2.48 Million
0.8% of portfolio
|
Q4 2024
Reduced 58.18%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
21,928
shares
|
$2.48 Million
0.79% of portfolio
|
Q4 2024
Reduced 57.55%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
21,872
shares
|
$2.47 Million
0.78% of portfolio
|
Q4 2024
Added 51.04%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
21,832
shares
|
$2.47 Million
0.74% of portfolio
|
Q4 2024
Reduced 2.28%
|