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 2,811 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 $60.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Landmark Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
41,172
shares
|
$4.65 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Mechanics Financial Corp
|
Feb 12, 2025 Q4 2024 |
41,121
shares
|
$4.65 Million
2.14% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
41,113
shares
|
$4.64 Million
0.68% of portfolio
|
Q4 2024
Added 500.98%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
41,027
shares
|
$4.63 Million
2.28% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
41,014
shares
|
$4.63 Million
1.68% of portfolio
|
Q4 2024
New holding
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
41,000
shares
|
$4.63 Million
2.09% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
40,989
shares
|
$4.63 Million
0.2% of portfolio
|
Q4 2024
Added 198.25%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
40,830
shares
|
$4.61 Million
2.77% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
40,827
shares
|
$4.61 Million
0.59% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.59 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.59 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
40,549
shares
|
$4.58 Million
0.37% of portfolio
|
Q4 2024
Added 105.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
40,406
shares
|
$4.56 Million
0.74% of portfolio
|
Q4 2024
Added 162.1%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
40,373
shares
|
$4.56 Million
1.21% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
40,300
shares
|
$4.55 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
40,239
shares
|
$4.55 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
40,133
shares
|
$4.53 Million
0.23% of portfolio
|
Q4 2024
Reduced 60.83%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
40,009
shares
|
$4.52 Million
0.34% of portfolio
|
Q4 2024
Added 34.69%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jan 17, 2025 Q4 2024 |
39,991
shares
|
$4.52 Million
3.68% of portfolio
|
Q4 2024
Reduced 23.43%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
39,974
shares
|
$4.52 Million
1.57% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
39,648
shares
|
$4.48 Million
0.13% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
39,639
shares
|
$4.48 Million
0.91% of portfolio
|
Q4 2024
Added 29.4%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
39,562
shares
|
$4.47 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
39,408
shares
|
$4.45 Million
1.46% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
39,326
shares
|
$4.44 Million
2.48% of portfolio
|
Q1 2023
Added 45.08%
|