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 |
|---|---|---|---|---|---|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
5,198
shares
|
$618,925
0.13% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,160
shares
|
$614,401
0.15% of portfolio
|
Q3 2024
Reduced 45.46%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
5,131
shares
|
$610,948
0.49% of portfolio
|
Q3 2024
Reduced 8.29%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Nov 13, 2024 Q3 2024 |
5,117
shares
|
$609,281
0.26% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
5,113
shares
|
$608,804
0.3% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
5,102
shares
|
$607,495
0.16% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
5,095
shares
|
$606,661
0.11% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
5,095
shares
|
$606,661
0.24% of portfolio
|
Q2 2022
Added 7.35%
|
|
|
Smart Money Group LLC
|
Jan 16, 2025 Q4 2024 |
5,088
shares
|
$605,828
0.23% of portfolio
|
Q4 2024
Added 13.57%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,086
shares
|
$605,590
0.02% of portfolio
|
Q3 2024
Reduced 72.57%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
5,080
shares
|
$604,875
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
5,065
shares
|
$603,089
0.07% of portfolio
|
Q4 2024
Added 61.25%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,062
shares
|
$602,732
0.14% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
5,053
shares
|
$601,660
0.09% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
5,023
shares
|
$598,088
0.07% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,010
shares
|
$596,540
0.02% of portfolio
|
Q3 2024
Added 163.96%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
5,006
shares
|
$596,064
0.1% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,000
shares
|
$595,350
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
4,992
shares
|
$594,397
0.03% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,989
shares
|
$594,040
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$592,254
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,935
shares
|
$587,610
0.08% of portfolio
|
Q3 2024
Added 69.3%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$587,610
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,925
shares
|
$586,419
0.38% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$585,586
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|