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 2,821 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 $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
27,725
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
27,678
shares
|
$2.76 Million
2.22% of portfolio
|
Q2 2023
Reduced 2.09%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
27,647
shares
|
$2.76 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
27,593
shares
|
$2.75 Million
0.73% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
27,589
shares
|
$2.75 Million
2.93% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
27,525
shares
|
$2.75 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
27,419
shares
|
$2.74 Million
0.11% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Feb 14, 2025 Q4 2024 |
27,318
shares
|
$2.73 Million
1.15% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
27,283
shares
|
$2.72 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
27,255
shares
|
$2.72 Million
2.71% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
27,252
shares
|
$2.72 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
27,213
shares
|
$2.72 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
27,142
shares
|
$2.71 Million
1.21% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
27,114
shares
|
$2.71 Million
0.24% of portfolio
|
Q1 2025
Added 104184.62%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
27,062
shares
|
$2.7 Million
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
27,029
shares
|
$2.7 Million
2.99% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
26,937
shares
|
$2.69 Million
0.5% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
26,894
shares
|
$2.69 Million
1.32% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Innovative Wealth Building LLC
California, MD |
Apr 25, 2025 Q1 2025 |
26,851
shares
|
$2.68 Million
2.59% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
26,820
shares
|
$2.68 Million
2.22% of portfolio
|
Q4 2024
Added 10.07%
|
|
|
Hicks Capital Management LLC
Columbus, OH |
Apr 24, 2025 Q1 2025 |
26,806
shares
|
$2.68 Million
3.72% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
26,775
shares
|
$2.67 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
26,635
shares
|
$2.66 Million
0.23% of portfolio
|
Q1 2025
Reduced 34.31%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
26,568
shares
|
$2.65 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
26,543
shares
|
$2.65 Million
0.99% of portfolio
|
Q1 2025
Reduced 0.77%
|