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 2,828 institutions that hold shares in the stock, with a total of 538 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
49,270
shares
|
$4.82 Million
1.65% of portfolio
|
Q4 2024
Added 192.96%
|
|
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
Jan 14, 2025 Q4 2024 |
48,956
shares
|
$4.79 Million
2.64% of portfolio
|
Q4 2024
Added 9.29%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
48,755
shares
|
$4.77 Million
1.78% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
48,720
shares
|
$4.77 Million
1.67% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
48,668
shares
|
$4.76 Million
0.6% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
48,585
shares
|
$4.76 Million
0.1% of portfolio
|
Q4 2024
Added 4.23%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
48,534
shares
|
$4.75 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
48,353
shares
|
$4.73 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
48,200
shares
|
$4.72 Million
0.96% of portfolio
|
Q1 2025
Added 57.96%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
48,117
shares
|
$4.71 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
48,079
shares
|
$4.71 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
47,878
shares
|
$4.69 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
47,525
shares
|
$4.65 Million
0.04% of portfolio
|
Q4 2024
Added 57.23%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
47,413
shares
|
$4.64 Million
0.17% of portfolio
|
Q1 2025
Reduced 78.64%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
47,400
shares
|
$4.64 Million
2.2% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
47,115
shares
|
$4.61 Million
1.1% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
47,107
shares
|
$4.61 Million
3.87% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
46,931
shares
|
$4.59 Million
2.38% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Variant Private Wealth, LLC
Tysons, VA |
Apr 17, 2025 Q1 2025 |
46,855
shares
|
$4.59 Million
5.26% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
46,784
shares
|
$4.58 Million
0.16% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
46,570
shares
|
$4.56 Million
0.37% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
46,358
shares
|
$4.54 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
46,165
shares
|
$4.52 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.29%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
45,889
shares
|
$4.49 Million
0.59% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
45,883
shares
|
$4.49 Million
1.79% of portfolio
|
Q3 2024
Added 3.42%
|