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 |
|---|---|---|---|---|---|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
4,616
shares
|
$521,423
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
4,606
shares
|
$520,293
0.04% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
4,602
shares
|
$519,841
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,602
shares
|
$519,841
0.15% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,602
shares
|
$519,841
0.18% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
4,599
shares
|
$519,503
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
4,586
shares
|
$518,034
0.33% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
4,573
shares
|
$516,566
0.27% of portfolio
|
Q1 2024
Added 31.41%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
4,572
shares
|
$516,453
0.15% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Btc Capital Management, Inc.
|
Jan 23, 2025 Q4 2024 |
4,566
shares
|
$515,775
0.05% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
4,545
shares
|
$513,403
0.21% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$510,805
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
4,516
shares
|
$510,127
0.06% of portfolio
|
Q4 2024
Reduced 16.62%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
4,513
shares
|
$509,788
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
4,512
shares
|
$509,675
0.37% of portfolio
|
Q4 2024
Added 13.74%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
4,508
shares
|
$509,223
0.19% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
4,500
shares
|
$508,320
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,479
shares
|
$505,947
0.31% of portfolio
|
Q2 2022
Reduced 75.2%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,468
shares
|
$504,705
0.35% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
4,459
shares
|
$503,688
0.14% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
4,452
shares
|
$502,897
0.12% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
4,452
shares
|
$502,897
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
4,449
shares
|
$502,559
0.04% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
4,440
shares
|
$501,542
0.04% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
4,437
shares
|
$501,203
0.05% of portfolio
|
Q4 2024
New holding
|