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 |
|---|---|---|---|---|---|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
14,623
shares
|
$1.65 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
14,614
shares
|
$1.65 Million
0.1% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
14,608
shares
|
$1.65 Million
0.9% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,524
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
Cypress Financial Planning LLC
|
Jan 13, 2025 Q4 2024 |
14,509
shares
|
$1.64 Million
0.62% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
14,481
shares
|
$1.64 Million
1.09% of portfolio
|
Q4 2024
Reduced 29.94%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
14,405
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2024
Added 94.98%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
14,393
shares
|
$1.63 Million
1.07% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
14,379
shares
|
$1.62 Million
1.24% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
14,359
shares
|
$1.62 Million
0.36% of portfolio
|
Q4 2024
Added 272.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
14,350
shares
|
$1.62 Million
0.38% of portfolio
|
Q4 2024
Added 56.68%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
14,314
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.17%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
14,255
shares
|
$1.61 Million
0.71% of portfolio
|
Q4 2024
Added 38.01%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
14,115
shares
|
$1.59 Million
0.98% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
14,111
shares
|
$1.59 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
14,063
shares
|
$1.59 Million
0.15% of portfolio
|
Q4 2024
Added 28.39%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,048
shares
|
$1.59 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,034
shares
|
$1.59 Million
0.18% of portfolio
|
Q4 2024
Reduced 35.33%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
14,031
shares
|
$1.58 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
14,022
shares
|
$1.58 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
13,992
shares
|
$1.58 Million
1.48% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,825
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
13,823
shares
|
$1.56 Million
0.84% of portfolio
|
Q4 2024
Added 32.75%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
13,810
shares
|
$1.56 Million
0.3% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
13,801
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 27.02%
|