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 |
|---|---|---|---|---|---|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,822
shares
|
$2.13 Million
1.8% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
18,805
shares
|
$2.12 Million
1.39% of portfolio
|
Q4 2024
Added 4.98%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
18,793
shares
|
$2.12 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
18,788
shares
|
$2.12 Million
0.07% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,777
shares
|
$2.12 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
18,773
shares
|
$2.12 Million
0.31% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
18,730
shares
|
$2.12 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
18,721
shares
|
$2.11 Million
0.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Jan 16, 2025 Q4 2024 |
18,675
shares
|
$2.11 Million
1.8% of portfolio
|
Q4 2024
Added 6.13%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
18,600
shares
|
$2.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
18,593
shares
|
$2.1 Million
0.93% of portfolio
|
Q3 2024
Reduced 40.68%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Jan 23, 2025 Q4 2024 |
18,584
shares
|
$2.1 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
18,580
shares
|
$2.1 Million
0.2% of portfolio
|
Q1 2022
Reduced 2.67%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
18,567
shares
|
$2.1 Million
0.42% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ascent Capital Management, LLC
Bend, OR |
Feb 10, 2025 Q4 2024 |
18,507
shares
|
$2.09 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,394
shares
|
$2.08 Million
0.65% of portfolio
|
Q1 2023
Added 2.23%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
18,389
shares
|
$2.08 Million
0.8% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
18,251
shares
|
$2.06 Million
0.25% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Feb 14, 2025 Q4 2024 |
18,243
shares
|
$2.06 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
18,164
shares
|
$2.05 Million
1.95% of portfolio
|
Q4 2024
New holding
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
18,152
shares
|
$2.05 Million
1.26% of portfolio
|
Q4 2024
Reduced 68.03%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
18,087
shares
|
$2.04 Million
1.05% of portfolio
|
Q4 2024
Added 5.45%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Jan 13, 2025 Q4 2024 |
18,063
shares
|
$2.04 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
18,048
shares
|
$2.04 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
17,908
shares
|
$2.02 Million
0.87% of portfolio
|
Q1 2024
Added 32.44%
|