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 |
|---|---|---|---|---|---|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
6,890
shares
|
$778,294
0.22% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,854
shares
|
$774,227
0.08% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
6,819
shares
|
$770,274
0.21% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
6,803
shares
|
$768,466
0.08% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Stokes Capital Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,802
shares
|
$768,353
0.21% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
6,801
shares
|
$768,240
0.42% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
6,787
shares
|
$766,659
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
6,779
shares
|
$765,755
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,762
shares
|
$763,835
0.08% of portfolio
|
Q4 2024
Reduced 48.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,727
shares
|
$759,881
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
6,700
shares
|
$756,832
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
6,697
shares
|
$756,493
0.06% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,683
shares
|
$754,911
0.42% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
6,674
shares
|
$753,895
0.27% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
6,648
shares
|
$750,958
0.43% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,600
shares
|
$745,536
0.09% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
6,600
shares
|
$745,536
0.2% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
6,599
shares
|
$745,423
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
6,542
shares
|
$738,984
0.13% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
6,540
shares
|
$738,758
0.13% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,507
shares
|
$735,030
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
6,506
shares
|
$734,917
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,503
shares
|
$734,578
0.21% of portfolio
|
Q4 2024
Added 49.22%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
6,495
shares
|
$733,675
0.33% of portfolio
|
Q4 2024
Reduced 44.65%
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
6,487
shares
|
$732,771
0.08% of portfolio
|
Q4 2024
Added 3.97%
|