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 |
|---|---|---|---|---|---|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
24,284
shares
|
$2.74 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
24,261
shares
|
$2.74 Million
0.15% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
24,166
shares
|
$2.73 Million
0.02% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
24,114
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 41.13%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
24,060
shares
|
$2.72 Million
0.95% of portfolio
|
Q1 2023
Added 1.74%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
23,986
shares
|
$2.71 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Armbruster Capital Management, Inc.
|
Jan 22, 2025 Q4 2024 |
23,865
shares
|
$2.7 Million
0.56% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
23,850
shares
|
$2.69 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Founders Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
23,842
shares
|
$2.69 Million
0.49% of portfolio
|
Q4 2022
Reduced 0.21%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
23,742
shares
|
$2.68 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
23,730
shares
|
$2.68 Million
2.82% of portfolio
|
Q4 2024
New holding
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
23,688
shares
|
$2.68 Million
1.22% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
23,608
shares
|
$2.67 Million
0.84% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
23,562
shares
|
$2.66 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
23,439
shares
|
$2.65 Million
1.04% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
23,428
shares
|
$2.65 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
23,332
shares
|
$2.64 Million
2.15% of portfolio
|
Q4 2022
Reduced 14.56%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
23,262
shares
|
$2.63 Million
0.09% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,246
shares
|
$2.63 Million
0.33% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
23,241
shares
|
$2.63 Million
0.62% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
23,150
shares
|
$2.62 Million
1.52% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
23,128
shares
|
$2.61 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
23,080
shares
|
$2.61 Million
1.55% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
23,059
shares
|
$2.6 Million
0.44% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
23,034
shares
|
$2.6 Million
0.88% of portfolio
|
Q4 2024
Added 9.88%
|