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 |
|---|---|---|---|---|---|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,483
shares
|
$732,319
0.1% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,473
shares
|
$731,190
0.28% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
6,472
shares
|
$731,077
0.32% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
6,465
shares
|
$730,286
0.11% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
6,456
shares
|
$729,269
0.12% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,452
shares
|
$728,817
0.19% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
6,440
shares
|
$727,462
0.22% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
6,434
shares
|
$726,784
0.19% of portfolio
|
Q3 2024
Reduced 79.35%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,430
shares
|
$726,332
0.06% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
6,429
shares
|
$726,219
0.4% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,423
shares
|
$725,542
1.19% of portfolio
|
Q4 2024
Added 34.68%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,407
shares
|
$723,734
0.06% of portfolio
|
Q4 2024
Added 34.77%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,403
shares
|
$723,282
0.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
6,399
shares
|
$722,831
0.07% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
6,393
shares
|
$722,153
0.14% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
6,389
shares
|
$721,701
0.14% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
6,385
shares
|
$721,249
0.19% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
6,375
shares
|
$720,120
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
6,357
shares
|
$718,086
0.13% of portfolio
|
Q4 2024
Reduced 19.63%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
6,336
shares
|
$715,714
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
6,302
shares
|
$711,873
0.07% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
6,298
shares
|
$711,422
0.28% of portfolio
|
Q4 2023
Reduced 28.6%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
6,296
shares
|
$711,196
0.07% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
6,258
shares
|
$706,903
0.77% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
6,243
shares
|
$705,209
0.25% of portfolio
|
Q4 2024
Added 0.89%
|