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 |
|---|---|---|---|---|---|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
9,520
shares
|
$1.08 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
9,494
shares
|
$1.07 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,487
shares
|
$1.07 Million
0.1% of portfolio
|
Q4 2023
Added 64.65%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
9,482
shares
|
$1.07 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
9,470
shares
|
$1.07 Million
0.33% of portfolio
|
Q1 2023
Reduced 23.63%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
9,466
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
9,454
shares
|
$1.07 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
9,436
shares
|
$1.07 Million
0.05% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
9,413
shares
|
$1.06 Million
0.35% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
9,411
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
9,396
shares
|
$1.06 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
9,394
shares
|
$1.06 Million
1.41% of portfolio
|
Q4 2022
Reduced 5.19%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
9,356
shares
|
$1.06 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,330
shares
|
$1.05 Million
1.12% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2022
Added 49.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,279
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
9,263
shares
|
$1.05 Million
0.67% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
9,250
shares
|
$1.04 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
9,236
shares
|
$1.04 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,202
shares
|
$1.04 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Chandler Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
9,150
shares
|
$1.03 Million
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,139
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
9,123
shares
|
$1.03 Million
0.14% of portfolio
|
Q4 2024
Added 91.86%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
9,078
shares
|
$1.03 Million
0.26% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
9,038
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2024
Reduced 9.46%
|