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 |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
5,292
shares
|
$597,784
0.2% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,289
shares
|
$597,445
0.24% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$596,428
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
5,279
shares
|
$596,315
0.25% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
5,277
shares
|
$596,089
0.24% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,271
shares
|
$595,412
0.08% of portfolio
|
Q4 2024
Added 45.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$594,847
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
5,247
shares
|
$592,701
0.1% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
ETF Store, Inc.
|
Feb 10, 2025 Q4 2024 |
5,230
shares
|
$590,780
0.76% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
5,228
shares
|
$590,554
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Financial Planning, Inc.
|
Feb 13, 2025 Q4 2024 |
5,220
shares
|
$589,651
0.41% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
5,210
shares
|
$588,521
0.19% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,204
shares
|
$587,843
0.06% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
5,202
shares
|
$587,617
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,198
shares
|
$587,166
0.13% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
5,174
shares
|
$584,455
0.15% of portfolio
|
Q4 2024
Added 21.94%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
5,125
shares
|
$578,920
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
5,113
shares
|
$577,564
0.3% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
5,102
shares
|
$576,321
0.16% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
5,095
shares
|
$575,531
0.11% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,095
shares
|
$575,531
0.24% of portfolio
|
Q2 2022
Added 7.35%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
5,088
shares
|
$574,740
0.23% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
5,080
shares
|
$573,836
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,065
shares
|
$572,142
0.07% of portfolio
|
Q4 2024
Added 61.25%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,062
shares
|
$571,803
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|