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 |
|---|---|---|---|---|---|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
9,899
shares
|
$1.12 Million
0.49% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
9,895
shares
|
$1.12 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
9,876
shares
|
$1.12 Million
0.69% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
9,842
shares
|
$1.11 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,811
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
9,797
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
9,795
shares
|
$1.11 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
9,782
shares
|
$1.1 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
9,746
shares
|
$1.1 Million
0.28% of portfolio
|
Q4 2024
Reduced 33.76%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Jan 24, 2025 Q4 2024 |
9,745
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 54.63%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
9,734
shares
|
$1.1 Million
0.22% of portfolio
|
Q4 2024
Added 15.37%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,727
shares
|
$1.1 Million
0.11% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
9,727
shares
|
$1.1 Million
0.81% of portfolio
|
Q4 2024
Reduced 31.92%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
9,724
shares
|
$1.1 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
9,708
shares
|
$1.1 Million
0.02% of portfolio
|
Q4 2024
Added 209.67%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
9,675
shares
|
$1.09 Million
0.12% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
9,672
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
9,640
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,620
shares
|
$1.09 Million
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,612
shares
|
$1.09 Million
0.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
9,582
shares
|
$1.08 Million
0.27% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Alpha Omega Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
9,568
shares
|
$1.08 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
9,560
shares
|
$1.08 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
9,546
shares
|
$1.08 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
9,541
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2024
Added 4.09%
|