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 |
|---|---|---|---|---|---|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,059
shares
|
$910,344
0.15% of portfolio
|
Q4 2024
Added 4.78%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
8,042
shares
|
$908,424
0.37% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
8,038
shares
|
$907,972
0.02% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
8,030
shares
|
$907,068
0.47% of portfolio
|
Q4 2024
Added 28.44%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
8,001
shares
|
$903,792
0.14% of portfolio
|
Q3 2024
Added 56.42%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,976
shares
|
$900,968
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
7,973
shares
|
$900,630
0.38% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
7,963
shares
|
$899,500
0.34% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
7,951
shares
|
$898,144
0.73% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Brookmont Capital Management
Dallas, TX |
Jan 16, 2025 Q4 2024 |
7,919
shares
|
$894,530
0.49% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
7,914
shares
|
$893,965
0.2% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,899
shares
|
$892,271
0.12% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
7,888
shares
|
$891,028
0.28% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jan 22, 2025 Q4 2024 |
7,876
shares
|
$889,672
0.67% of portfolio
|
Q4 2023
New holding
|
|
|
S&T Bank
Indiana, PA |
Feb 14, 2025 Q4 2024 |
7,842
shares
|
$885,832
0.29% of portfolio
|
Q4 2024
Reduced 58.01%
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
7,831
shares
|
$884,589
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,829
shares
|
$884,363
0.33% of portfolio
|
Q4 2022
Reduced 21.62%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
7,826
shares
|
$884,024
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
7,809
shares
|
$882,104
0.02% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
7,786
shares
|
$879,506
0.09% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
Tl Private Wealth
|
Jan 16, 2025 Q4 2024 |
7,771
shares
|
$877,812
0.4% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,759
shares
|
$876,456
0.31% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,718
shares
|
$871,825
0.18% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
7,673
shares
|
$866,742
0.09% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Jan 14, 2025 Q4 2024 |
7,668
shares
|
$866,177
0.59% of portfolio
|
Q3 2024
Reduced 1.29%
|