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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
12,387
shares
|
$1.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
12,378
shares
|
$1.4 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
12,335
shares
|
$1.39 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
12,285
shares
|
$1.39 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
12,204
shares
|
$1.38 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
12,196
shares
|
$1.38 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,114
shares
|
$1.37 Million
0.51% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
12,081
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Reduced 25.38%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
12,078
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12,024
shares
|
$1.36 Million
0.11% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,024
shares
|
$1.36 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,985
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2023
Added 399.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
11,966
shares
|
$1.35 Million
0.41% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
11,953
shares
|
$1.35 Million
0.81% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
11,946
shares
|
$1.35 Million
0.11% of portfolio
|
Q4 2024
Reduced 99.23%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Feb 03, 2025 Q4 2024 |
11,912
shares
|
$1.35 Million
0.89% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,893
shares
|
$1.34 Million
0.27% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
11,841
shares
|
$1.34 Million
0.19% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
11,828
shares
|
$1.34 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
11,821
shares
|
$1.34 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
11,818
shares
|
$1.33 Million
0.31% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
11,808
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
11,801
shares
|
$1.33 Million
0.42% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
11,792
shares
|
$1.33 Million
1.16% of portfolio
|
Q4 2024
Added 35.62%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
11,788
shares
|
$1.33 Million
0.47% of portfolio
|
Q4 2024
Added 0.63%
|