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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,784
shares
|
$1.33 Million
0.13% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
11,739
shares
|
$1.33 Million
0.18% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
11,732
shares
|
$1.33 Million
0.34% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
11,713
shares
|
$1.32 Million
0.19% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,692
shares
|
$1.32 Million
0.57% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,674
shares
|
$1.32 Million
0.62% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
11,671
shares
|
$1.32 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
11,639
shares
|
$1.31 Million
0.6% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
11,634
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
11,603
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
11,600
shares
|
$1.31 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,584
shares
|
$1.31 Million
0.5% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,571
shares
|
$1.31 Million
0.44% of portfolio
|
Q3 2023
Reduced 31.29%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
11,559
shares
|
$1.31 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
11,558
shares
|
$1.31 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
11,553
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2020
Added 92.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,550
shares
|
$1.3 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
11,540
shares
|
$1.3 Million
0.74% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
11,533
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,529
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
11,519
shares
|
$1.3 Million
0.64% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,516
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
11,484
shares
|
$1.3 Million
0.14% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
11,454
shares
|
$1.29 Million
1.09% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
11,392
shares
|
$1.29 Million
0.52% of portfolio
|
Q4 2024
Added 4.59%
|