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 |
|---|---|---|---|---|---|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,302
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.22%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,288
shares
|
$1.16 Million
0.61% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
10,273
shares
|
$1.16 Million
0.75% of portfolio
|
Q4 2024
Reduced 34.65%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
10,258
shares
|
$1.16 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Prospect Financial Services LLC
Melville, NY |
Jan 22, 2025 Q4 2024 |
10,230
shares
|
$1.16 Million
0.64% of portfolio
|
Q4 2024
Added 33.15%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
10,228
shares
|
$1.16 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Grant
|
Jan 15, 2025 Q4 2024 |
10,187
shares
|
$1.15 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Feb 12, 2025 Q4 2024 |
10,179
shares
|
$1.15 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
10,179
shares
|
$1.15 Million
0.56% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
10,171
shares
|
$1.15 Million
0.12% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
10,158
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 36.64%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
10,158
shares
|
$1.15 Million
0.69% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
10,156
shares
|
$1.15 Million
0.22% of portfolio
|
Q4 2024
Added 18.07%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
10,061
shares
|
$1.14 Million
0.29% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
10,058
shares
|
$1.14 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
10,025
shares
|
$1.13 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
10,024
shares
|
$1.13 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,005
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2024
Added 88.95%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
10,000
shares
|
$1.13 Million
0.25% of portfolio
|
Q1 2022
Reduced 9.91%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
9,997
shares
|
$1.13 Million
0.97% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
9,985
shares
|
$1.13 Million
1.03% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
9,975
shares
|
$1.13 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
9,952
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,939
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 245.22%
|
|
|
Matauro, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
9,909
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2024
New holding
|