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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
139
shares
|
$16,314
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
138
shares
|
$16,197
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
138
shares
|
$16,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
135
shares
|
$15,844
0.01% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
135
shares
|
$15,844
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
130
shares
|
$15,258
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
129
shares
|
$15,140
0.0% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
126
shares
|
$14,788
0.01% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
125
shares
|
$14,671
0.01% of portfolio
|
Q4 2024
Reduced 23.31%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
121
shares
|
$14,201
0.01% of portfolio
|
Q4 2024
Added 53.16%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
117
shares
|
$13,732
0.01% of portfolio
|
Q4 2024
Added 11600.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
111
shares
|
$13,028
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
111
shares
|
$13,028
0.01% of portfolio
|
Q3 2024
Reduced 69.25%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
109
shares
|
$12,793
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
103
shares
|
$12,089
0.01% of portfolio
|
Q3 2024
Added 72.82%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
95
shares
|
$11,150
0.01% of portfolio
|
Q4 2024
Reduced 60.25%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
95
shares
|
$11,150
0.01% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
86
shares
|
$10,093
0.01% of portfolio
|
Q2 2024
Added 177.42%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
86
shares
|
$10,093
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jan 24, 2025 Q4 2024 |
86
shares
|
$10,093
0.01% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
81
shares
|
$9,506
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
79
shares
|
$9,272
0.0% of portfolio
|
Q2 2024
Added 51.92%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
78
shares
|
$9,154
0.01% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
78
shares
|
$9,154
0.01% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
75
shares
|
$8,802
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|