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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
19,825
shares
|
$2.24 Million
0.19% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
19,816
shares
|
$2.24 Million
0.07% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
19,746
shares
|
$2.23 Million
0.05% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
19,714
shares
|
$2.23 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
19,699
shares
|
$2.23 Million
0.36% of portfolio
|
Q4 2024
Added 12.95%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
19,696
shares
|
$2.22 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
19,685
shares
|
$2.22 Million
0.1% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
19,665
shares
|
$2.22 Million
0.13% of portfolio
|
Q4 2024
Reduced 31.51%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
19,516
shares
|
$2.2 Million
1.05% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
19,493
shares
|
$2.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
19,376
shares
|
$2.19 Million
1.19% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
19,299
shares
|
$2.18 Million
1.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
19,280
shares
|
$2.18 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
19,211
shares
|
$2.17 Million
0.68% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
19,174
shares
|
$2.17 Million
0.12% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
19,164
shares
|
$2.16 Million
1.26% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
19,102
shares
|
$2.16 Million
1.57% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
19,084
shares
|
$2.16 Million
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,034
shares
|
$2.15 Million
0.05% of portfolio
|
Q1 2024
Reduced 86.1%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
19,023
shares
|
$2.15 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
19,002
shares
|
$2.15 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,950
shares
|
$2.14 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
18,944
shares
|
$2.14 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
18,937
shares
|
$2.14 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$2.13 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.22%
|