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 2,599 institutions that hold shares in the stock, with a total of 501 Million shares, which have been reported (via 13F filing form) to have a value of $59.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Nov 12, 2024 Q3 2024 |
67
shares
|
$7,967
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
67
shares
|
$7,967
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
65
shares
|
$7,729
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
63
shares
|
$7,491
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
55
shares
|
$6,540
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
55
shares
|
$6,540
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$6,421
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
50
shares
|
$5,946
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$5,470
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
40
shares
|
$4,756
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jan 14, 2025 Q4 2024 |
40
shares
|
$4,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
37
shares
|
$4,400
0.0% of portfolio
|
Q1 2022
Added 2.78%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
32
shares
|
$3,805
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
27
shares
|
$3,210
0.0% of portfolio
|
Q1 2023
Added 3.85%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
26
shares
|
$3,091
0.28% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
26
shares
|
$3,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,973
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
24
shares
|
$2,854
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
23
shares
|
$2,735
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,616
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
20
shares
|
$2,378
0.0% of portfolio
|
Q2 2023
Added 1300.0%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
18
shares
|
$2,140
0.0% of portfolio
|
Q4 2024
Reduced 97.27%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
16
shares
|
$1,902
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
16
shares
|
$1,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
15
shares
|
$1,783
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|