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 |
|---|---|---|---|---|---|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
4,414
shares
|
$498,605
0.14% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
4,395
shares
|
$496,459
0.34% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,385
shares
|
$495,329
0.1% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
4,380
shares
|
$494,764
0.38% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
4,379
shares
|
$494,651
0.05% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Wood Trust Financial Corp
|
Feb 06, 2025 Q4 2024 |
4,337
shares
|
$489,907
0.07% of portfolio
|
Q3 2024
Reduced 18.74%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,334
shares
|
$489,568
0.0% of portfolio
|
Q4 2024
Reduced 93.67%
|
|
|
Mitchell Capital Management CO
|
Feb 05, 2025 Q4 2024 |
4,327
shares
|
$488,777
0.09% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
4,320
shares
|
$487,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
4,316
shares
|
$487,535
0.46% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,308
shares
|
$486,631
0.39% of portfolio
|
Q1 2023
Reduced 9.02%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
4,298
shares
|
$485,502
0.22% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
4,297
shares
|
$485,389
0.15% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
4,295
shares
|
$485,163
0.03% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,285
shares
|
$484,033
0.04% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,282
shares
|
$483,694
0.01% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
4,276
shares
|
$483,016
0.14% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,276
shares
|
$483,016
0.24% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,275
shares
|
$482,904
0.02% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$481,887
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
4,249
shares
|
$479,967
0.11% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
4,247
shares
|
$479,741
0.16% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,243
shares
|
$479,289
0.05% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
4,240
shares
|
$478,950
0.14% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
4,238
shares
|
$478,724
0.42% of portfolio
|
Q4 2024
Added 4.26%
|