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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
79,479
shares
|
$9.33 Million
6.04% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
78,986
shares
|
$9.27 Million
4.29% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
78,459
shares
|
$9.21 Million
0.23% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
78,149
shares
|
$9.17 Million
0.15% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
78,132
shares
|
$9.17 Million
0.22% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
78,098
shares
|
$9.17 Million
2.7% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
78,094
shares
|
$9.17 Million
0.21% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
77,932
shares
|
$9.15 Million
1.88% of portfolio
|
Q4 2024
Reduced 9.24%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
77,883
shares
|
$9.14 Million
4.04% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
77,868
shares
|
$9.14 Million
7.18% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
77,837
shares
|
$9.14 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
77,825
shares
|
$9.13 Million
0.09% of portfolio
|
Q4 2024
Added 40.52%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
77,745
shares
|
$9.12 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
77,575
shares
|
$9.1 Million
1.81% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
77,322
shares
|
$9.08 Million
1.67% of portfolio
|
Q3 2023
Reduced 59.67%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Feb 13, 2025 Q4 2024 |
76,856
shares
|
$9.02 Million
3.43% of portfolio
|
Q4 2024
Reduced 34.56%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
76,267
shares
|
$8.95 Million
0.38% of portfolio
|
Q3 2023
Reduced 2.69%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
76,139
shares
|
$8.94 Million
0.2% of portfolio
|
Q3 2022
Reduced 90.17%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
76,019
shares
|
$8.92 Million
5.39% of portfolio
|
Q4 2024
Added 111.48%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
75,902
shares
|
$8.91 Million
0.89% of portfolio
|
Q4 2024
Added 36.74%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
75,895
shares
|
$8.91 Million
1.1% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
75,753
shares
|
$8.89 Million
5.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
75,209
shares
|
$8.83 Million
1.86% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
75,103
shares
|
$8.81 Million
6.81% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
75,014
shares
|
$8.8 Million
0.33% of portfolio
|
Q4 2024
Added 3.71%
|