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 2,821 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 $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
11,533
shares
|
$1.15 Million
0.17% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
11,516
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2022
Reduced 6.42%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Apr 14, 2025 Q1 2025 |
11,506
shares
|
$1.15 Million
0.29% of portfolio
|
Q1 2025
Reduced 79.64%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
11,480
shares
|
$1.15 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.8%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
11,392
shares
|
$1.14 Million
0.52% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
11,366
shares
|
$1.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
11,355
shares
|
$1.13 Million
0.11% of portfolio
|
Q4 2024
Added 25.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
11,336
shares
|
$1.13 Million
0.3% of portfolio
|
Q2 2022
Added 0.25%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
11,308
shares
|
$1.13 Million
0.41% of portfolio
|
Q3 2023
Added 11.56%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
11,215
shares
|
$1.12 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
11,188
shares
|
$1.12 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
11,188
shares
|
$1.12 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Defined Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
11,149
shares
|
$1.11 Million
0.81% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
11,126
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
11,124
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
11,080
shares
|
$1.11 Million
0.37% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
11,073
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
11,070
shares
|
$1.11 Million
0.18% of portfolio
|
Q1 2025
Reduced 96.75%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
11,006
shares
|
$1.1 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
10,972
shares
|
$1.1 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
10,968
shares
|
$1.1 Million
0.25% of portfolio
|
Q1 2025
Reduced 24.99%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
10,968
shares
|
$1.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
10,964
shares
|
$1.09 Million
0.05% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
10,960
shares
|
$1.09 Million
0.37% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
10,958
shares
|
$1.09 Million
0.34% of portfolio
|
Q1 2025
Reduced 26.59%
|