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 |
|---|---|---|---|---|---|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
5,541
shares
|
$625,911
0.35% of portfolio
|
Q2 2023
Reduced 16.56%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
5,537
shares
|
$625,459
0.22% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
5,493
shares
|
$620,489
0.1% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
5,488
shares
|
$619,924
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,485
shares
|
$619,585
0.06% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
5,484
shares
|
$619,472
0.33% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,468
shares
|
$617,665
0.25% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
5,459
shares
|
$616,648
0.1% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5,435
shares
|
$613,937
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
5,434
shares
|
$613,824
0.01% of portfolio
|
Q3 2024
Added 45.68%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
5,429
shares
|
$613,259
0.15% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,423
shares
|
$612,582
0.2% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,394
shares
|
$609,306
0.04% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$608,854
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,386
shares
|
$608,402
0.14% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
5,382
shares
|
$607,950
0.34% of portfolio
|
Q4 2024
Reduced 56.54%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
5,381
shares
|
$607,837
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
5,377
shares
|
$607,385
0.5% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Feb 13, 2025 Q4 2024 |
5,376
shares
|
$607,272
0.12% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
5,364
shares
|
$605,917
0.18% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,345
shares
|
$603,771
0.32% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
5,334
shares
|
$602,528
0.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
5,305
shares
|
$599,252
0.31% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
5,300
shares
|
$598,688
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
5,295
shares
|
$598,123
0.29% of portfolio
|
Q4 2024
Reduced 3.13%
|