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 2,834 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 $56.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
10,945
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
10,907
shares
|
$1.15 Million
0.57% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
10,890
shares
|
$1.15 Million
1.11% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,886
shares
|
$1.15 Million
0.12% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
10,879
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
10,860
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
10,836
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,832
shares
|
$1.14 Million
0.09% of portfolio
|
Q4 2022
Added 121.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,831
shares
|
$1.14 Million
0.1% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
10,752
shares
|
$1.13 Million
0.64% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
10,724
shares
|
$1.13 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
10,721
shares
|
$1.13 Million
0.41% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Eagle Strategies LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,720
shares
|
$1.13 Million
0.21% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
10,704
shares
|
$1.13 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
10,608
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.67%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,606
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
10,574
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
10,574
shares
|
$1.11 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
10,560
shares
|
$1.11 Million
0.23% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
10,530
shares
|
$1.11 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,505
shares
|
$1.11 Million
0.45% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Ti Trust, Inc
|
Jan 21, 2025 Q4 2024 |
10,468
shares
|
$1.1 Million
0.81% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
10,453
shares
|
$1.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 14.62%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,414
shares
|
$1.1 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
10,411
shares
|
$1.1 Million
0.17% of portfolio
|
Q4 2024
New holding
|