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 National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
21,817
shares
|
$2.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,771
shares
|
$2.46 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
21,744
shares
|
$2.46 Million
0.32% of portfolio
|
Q4 2024
Reduced 11.28%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
21,669
shares
|
$2.45 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
21,663
shares
|
$2.45 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
21,644
shares
|
$2.44 Million
0.72% of portfolio
|
Q4 2024
New holding
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
21,606
shares
|
$2.44 Million
0.92% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
21,591
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
21,515
shares
|
$2.43 Million
0.25% of portfolio
|
Q4 2024
Added 2238.59%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
21,388
shares
|
$2.42 Million
0.81% of portfolio
|
Q4 2024
Added 7.82%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
21,378
shares
|
$2.41 Million
1.47% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
21,368
shares
|
$2.41 Million
0.17% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
21,337
shares
|
$2.41 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
21,303
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
21,096
shares
|
$2.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
21,053
shares
|
$2.38 Million
0.57% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
20,901
shares
|
$2.36 Million
0.52% of portfolio
|
Q4 2022
Added 6.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
20,882
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Added 19.55%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
20,854
shares
|
$2.36 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
20,841
shares
|
$2.35 Million
3.15% of portfolio
|
Q3 2022
Added 16.6%
|
|
|
Culbertson A N & CO Inc
|
Jan 16, 2025 Q4 2024 |
20,756
shares
|
$2.34 Million
0.39% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Feb 10, 2025 Q4 2024 |
20,736
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
20,729
shares
|
$2.34 Million
1.44% of portfolio
|
Q4 2024
Reduced 13.56%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
20,705
shares
|
$2.34 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
20,674
shares
|
$2.34 Million
0.92% of portfolio
|
Q4 2024
Reduced 6.79%
|