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 2,606 institutions that hold shares in the stock, with a total of 501 Million shares, which have been reported (via 13F filing form) to have a value of $59.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
5,400
shares
|
$642,978
0.06% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
5,400
shares
|
$642,978
0.33% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
5,390
shares
|
$641,787
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
5,382
shares
|
$640,834
0.34% of portfolio
|
Q4 2024
Reduced 56.54%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
5,381
shares
|
$640,715
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
5,377
shares
|
$640,239
0.5% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,368
shares
|
$639,167
0.18% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
5,367
shares
|
$639,048
0.07% of portfolio
|
Q1 2023
Reduced 4.26%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
5,364
shares
|
$638,691
0.18% of portfolio
|
Q2 2024
Reduced 3.12%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
5,345
shares
|
$636,429
0.32% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,341
shares
|
$635,952
0.14% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Strategic Financial Planning, Inc.
|
Oct 25, 2024 Q3 2024 |
5,299
shares
|
$630,951
0.41% of portfolio
|
Q4 2023
Reduced 2.03%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
5,295
shares
|
$630,475
0.08% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
5,295
shares
|
$630,475
0.29% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
5,292
shares
|
$630,118
0.2% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
5,281
shares
|
$628,808
0.09% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
5,280
shares
|
$628,689
0.4% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
5,279
shares
|
$628,570
0.25% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
5,277
shares
|
$628,332
0.24% of portfolio
|
Q1 2024
Added 4.31%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,271
shares
|
$627,617
0.08% of portfolio
|
Q4 2024
Added 45.41%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
5,266
shares
|
$627,022
0.02% of portfolio
|
Q2 2023
Added 100.08%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,264
shares
|
$626,784
0.04% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
5,247
shares
|
$624,760
0.1% of portfolio
|
Q4 2024
Reduced 7.35%
|
|
|
Haverford Financial Services, Inc.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
5,210
shares
|
$620,354
0.17% of portfolio
|
Q2 2024
Reduced 30.58%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
5,204
shares
|
$619,640
0.06% of portfolio
|
Q4 2024
Added 2.99%
|