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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,860
shares
|
$1.23 Million
0.1% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
10,836
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,832
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2022
Added 121.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,831
shares
|
$1.22 Million
0.1% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
10,752
shares
|
$1.21 Million
0.64% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
10,724
shares
|
$1.21 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
10,721
shares
|
$1.21 Million
0.41% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,720
shares
|
$1.21 Million
0.21% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
10,704
shares
|
$1.21 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
10,608
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,606
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
10,574
shares
|
$1.19 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
10,574
shares
|
$1.19 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
10,560
shares
|
$1.19 Million
0.23% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
10,530
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,505
shares
|
$1.19 Million
0.45% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
10,468
shares
|
$1.18 Million
0.81% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
10,453
shares
|
$1.18 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,414
shares
|
$1.18 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,411
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
10,344
shares
|
$1.17 Million
0.18% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Jan 24, 2025 Q4 2024 |
10,334
shares
|
$1.17 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,318
shares
|
$1.17 Million
0.25% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
10,316
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Added 18.05%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
10,309
shares
|
$1.16 Million
0.28% of portfolio
|
Q4 2024
Added 3.77%
|