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 2,637 institutions that hold shares in the stock, with a total of 504 Million shares, which have been reported (via 13F filing form) to have a value of $59.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
659
shares
|
$78,051
0.01% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
652
shares
|
$77,222
0.04% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
640
shares
|
$75,801
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
638
shares
|
$75,564
0.0% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
620
shares
|
$73,432
0.01% of portfolio
|
Q1 2024
Reduced 57.94%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
608
shares
|
$72,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
604
shares
|
$71,537
0.02% of portfolio
|
Q2 2024
Reduced 71.79%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
600
shares
|
$71,064
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
597
shares
|
$70,708
0.02% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
597
shares
|
$70,708
0.06% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
596
shares
|
$70,590
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
567
shares
|
$67,155
0.03% of portfolio
|
Q2 2022
Added 1.61%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
564
shares
|
$66,800
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
559
shares
|
$66,207
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
550
shares
|
$65,142
0.02% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$64,431
0.01% of portfolio
|
Q3 2022
Added 504.44%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
531
shares
|
$62,891
0.01% of portfolio
|
Q4 2024
Added 293.33%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
513
shares
|
$60,759
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
502
shares
|
$59,456
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
496
shares
|
$58,746
0.01% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
496
shares
|
$58,746
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
495
shares
|
$58,627
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$58,509
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$57,088
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
480
shares
|
$56,851
0.01% of portfolio
|
Q3 2024
Added 1.27%
|