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 |
|---|---|---|---|---|---|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
33,029
shares
|
$3.73 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
32,947
shares
|
$3.72 Million
0.09% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
32,903
shares
|
$3.72 Million
1.71% of portfolio
|
Q4 2023
Reduced 66.56%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
32,728
shares
|
$3.7 Million
1.88% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
32,711
shares
|
$3.7 Million
1.84% of portfolio
|
Q4 2024
Added 10.28%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
32,661
shares
|
$3.69 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
32,627
shares
|
$3.69 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
32,453
shares
|
$3.67 Million
1.79% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
32,330
shares
|
$3.65 Million
4.18% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
32,316
shares
|
$3.65 Million
1.93% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
32,237
shares
|
$3.64 Million
1.66% of portfolio
|
Q4 2024
Added 94.37%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
32,198
shares
|
$3.64 Million
0.17% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
32,086
shares
|
$3.62 Million
2.25% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
32,020
shares
|
$3.62 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
32,012
shares
|
$3.62 Million
0.23% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
32,008
shares
|
$3.62 Million
0.64% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
31,984
shares
|
$3.61 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
31,834
shares
|
$3.6 Million
0.63% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
31,829
shares
|
$3.6 Million
0.1% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
31,810
shares
|
$3.59 Million
2.1% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
31,785
shares
|
$3.59 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
31,783
shares
|
$3.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 29.39%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
31,727
shares
|
$3.58 Million
1.42% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
31,529
shares
|
$3.56 Million
2.88% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,528
shares
|
$3.56 Million
0.22% of portfolio
|
Q4 2023
Reduced 34.87%
|