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 |
|---|---|---|---|---|---|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Jan 17, 2025 Q4 2024 |
31,490
shares
|
$3.56 Million
10.89% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
31,388
shares
|
$3.55 Million
2.13% of portfolio
|
Q4 2024
Reduced 8.58%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
31,384
shares
|
$3.55 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
31,336
shares
|
$3.54 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
31,330
shares
|
$3.54 Million
1.86% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
31,299
shares
|
$3.54 Million
1.33% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
31,261
shares
|
$3.53 Million
0.5% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
31,211
shares
|
$3.53 Million
0.01% of portfolio
|
Q4 2024
Added 5.19%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
31,187
shares
|
$3.52 Million
0.23% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
31,156
shares
|
$3.52 Million
0.47% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
31,151
shares
|
$3.52 Million
0.66% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
31,118
shares
|
$3.52 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
31,091
shares
|
$3.51 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,049
shares
|
$3.51 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,014
shares
|
$3.5 Million
0.52% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,995
shares
|
$3.5 Million
0.44% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
30,964
shares
|
$3.5 Million
1.11% of portfolio
|
Q4 2024
Reduced 31.75%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
30,886
shares
|
$3.49 Million
0.55% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
30,788
shares
|
$3.48 Million
0.3% of portfolio
|
Q2 2024
Added 73.36%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
30,761
shares
|
$3.47 Million
2.13% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
30,743
shares
|
$3.47 Million
0.27% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
30,618
shares
|
$3.46 Million
0.66% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
30,580
shares
|
$3.45 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
30,571
shares
|
$3.45 Million
0.13% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
30,514
shares
|
$3.45 Million
0.83% of portfolio
|
Q4 2024
Added 2.9%
|