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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
25,511
shares
|
$2.88 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
25,400
shares
|
$2.87 Million
0.42% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
25,240
shares
|
$2.85 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
25,232
shares
|
$2.85 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.61%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
25,219
shares
|
$2.85 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,135
shares
|
$2.84 Million
0.57% of portfolio
|
Q4 2022
Reduced 17.08%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
25,115
shares
|
$2.84 Million
0.98% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
25,114
shares
|
$2.84 Million
0.78% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Feb 11, 2025 Q4 2024 |
25,112
shares
|
$2.84 Million
1.4% of portfolio
|
Q4 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
25,089
shares
|
$2.83 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
25,088
shares
|
$2.83 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,088
shares
|
$2.83 Million
0.1% of portfolio
|
Q4 2024
Added 2.13%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
25,010
shares
|
$2.83 Million
1.07% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
24,853
shares
|
$2.81 Million
0.29% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
24,784
shares
|
$2.8 Million
0.21% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
24,644
shares
|
$2.78 Million
0.22% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
24,618
shares
|
$2.78 Million
2.17% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
24,574
shares
|
$2.78 Million
0.44% of portfolio
|
Q4 2024
Added 10.26%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
24,570
shares
|
$2.78 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
24,395
shares
|
$2.76 Million
0.35% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
24,391
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
24,321
shares
|
$2.75 Million
1.61% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
24,311
shares
|
$2.75 Million
1.35% of portfolio
|
Q4 2024
Added 766.08%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
24,307
shares
|
$2.75 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
24,295
shares
|
$2.74 Million
3.99% of portfolio
|
Q4 2024
New holding
|