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 |
|---|---|---|---|---|---|
|
Magnolia Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
74,063
shares
|
$8.69 Million
8.68% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
73,847
shares
|
$8.67 Million
1.97% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
73,831
shares
|
$8.67 Million
7.78% of portfolio
|
Q4 2024
New holding
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
73,771
shares
|
$8.66 Million
1.06% of portfolio
|
Q4 2024
Added 36.16%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
73,765
shares
|
$8.66 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
73,497
shares
|
$8.63 Million
0.47% of portfolio
|
Q4 2024
Added 12.04%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
73,272
shares
|
$8.6 Million
0.37% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
72,818
shares
|
$8.55 Million
5.67% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
72,285
shares
|
$8.48 Million
1.77% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
72,173
shares
|
$8.47 Million
1.34% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
71,991
shares
|
$8.45 Million
1.32% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
71,824
shares
|
$8.43 Million
0.47% of portfolio
|
Q4 2024
Added 13.11%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
71,671
shares
|
$8.41 Million
0.48% of portfolio
|
Q4 2024
Added 16.18%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
71,653
shares
|
$8.41 Million
0.39% of portfolio
|
Q3 2022
Added 59.84%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
71,347
shares
|
$8.37 Million
1.08% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
71,341
shares
|
$8.37 Million
1.74% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
71,280
shares
|
$8.37 Million
0.1% of portfolio
|
Q4 2024
Added 135.52%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
71,106
shares
|
$8.35 Million
2.7% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
70,839
shares
|
$8.31 Million
0.78% of portfolio
|
Q4 2024
Reduced 57.81%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
70,654
shares
|
$8.29 Million
4.27% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
70,607
shares
|
$8.29 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
70,172
shares
|
$8.24 Million
0.13% of portfolio
|
Q4 2024
Added 85.16%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
69,726
shares
|
$8.18 Million
0.05% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Richwood Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
69,647
shares
|
$8.17 Million
6.7% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
69,593
shares
|
$8.17 Million
4.86% of portfolio
|
Q4 2024
New holding
|