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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
28,506
shares
|
$3.22 Million
0.91% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
28,495
shares
|
$3.22 Million
1.51% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Pennsylvania Capital Management Inc
|
Jan 24, 2025 Q4 2024 |
28,382
shares
|
$3.21 Million
1.21% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
28,352
shares
|
$3.2 Million
1.96% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
28,319
shares
|
$3.2 Million
1.6% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
28,100
shares
|
$3.17 Million
0.91% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Jan 16, 2025 Q4 2024 |
28,090
shares
|
$3.17 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
28,081
shares
|
$3.17 Million
0.48% of portfolio
|
Q4 2024
Reduced 42.75%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$3.17 Million
8.7% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
28,003
shares
|
$3.16 Million
0.06% of portfolio
|
Q4 2024
Added 26.89%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
27,776
shares
|
$3.14 Million
0.42% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
27,725
shares
|
$3.13 Million
0.0% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
27,691
shares
|
$3.13 Million
1.39% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
27,678
shares
|
$3.13 Million
2.22% of portfolio
|
Q2 2023
Reduced 2.09%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
27,593
shares
|
$3.12 Million
0.73% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
27,579
shares
|
$3.12 Million
0.1% of portfolio
|
Q4 2024
Added 143.76%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
27,419
shares
|
$3.1 Million
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
27,415
shares
|
$3.1 Million
0.28% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
27,318
shares
|
$3.09 Million
1.15% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
27,255
shares
|
$3.08 Million
2.71% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
27,128
shares
|
$3.06 Million
0.42% of portfolio
|
Q4 2024
Reduced 27.27%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
27,062
shares
|
$3.06 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
27,029
shares
|
$3.05 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Feb 03, 2025 Q4 2024 |
27,029
shares
|
$3.05 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
26,820
shares
|
$3.03 Million
2.22% of portfolio
|
Q4 2024
Added 10.07%
|