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 2,837 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 $57.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
11,519
shares
|
$1.23 Million
0.64% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,516
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
11,484
shares
|
$1.23 Million
0.14% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
11,392
shares
|
$1.22 Million
0.52% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
11,355
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,336
shares
|
$1.21 Million
0.3% of portfolio
|
Q2 2022
Added 0.25%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,308
shares
|
$1.21 Million
0.41% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
11,223
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2024
Added 375.75%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
11,215
shares
|
$1.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
11,188
shares
|
$1.19 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
11,188
shares
|
$1.19 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
11,184
shares
|
$1.19 Million
0.55% of portfolio
|
Q4 2024
Reduced 42.33%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
11,169
shares
|
$1.19 Million
0.16% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
11,126
shares
|
$1.19 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
11,084
shares
|
$1.18 Million
0.09% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
11,073
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
11,052
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Added 27.24%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
11,040
shares
|
$1.18 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
11,030
shares
|
$1.18 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,006
shares
|
$1.18 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Defined Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,995
shares
|
$1.17 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,972
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
10,964
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
10,960
shares
|
$1.17 Million
0.37% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
10,949
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.48%
|