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 2,788 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
96,471
shares
|
$11.3 Million
5.94% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Sprinkle Financial Consultants LLC
Littleton, CO |
Jan 28, 2025 Q4 2024 |
96,182
shares
|
$11.3 Million
7.55% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
95,865
shares
|
$11.2 Million
0.16% of portfolio
|
Q4 2024
Reduced 37.58%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
95,814
shares
|
$11.2 Million
5.25% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
95,683
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
Added 242.03%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
95,628
shares
|
$11.2 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Pack Private Wealth, LLC
Wayzata, MN |
Feb 03, 2025 Q4 2024 |
95,136
shares
|
$11.1 Million
6.45% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
94,669
shares
|
$11.1 Million
0.2% of portfolio
|
Q4 2024
Added 200.69%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
94,609
shares
|
$11.1 Million
3.51% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
94,587
shares
|
$11.1 Million
1.74% of portfolio
|
Q3 2023
Reduced 2.23%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
94,387
shares
|
$11.1 Million
1.87% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
94,334
shares
|
$11 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
94,310
shares
|
$11 Million
0.02% of portfolio
|
Q4 2024
Reduced 65.24%
|
|
|
Aft, Forsyth & Sober, LLC
|
Feb 14, 2025 Q4 2024 |
94,275
shares
|
$11 Million
3.82% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
94,125
shares
|
$11 Million
1.94% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Cahill Wealth Management, LLC
Portage, MI |
Feb 13, 2025 Q4 2024 |
93,716
shares
|
$11 Million
5.51% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
93,606
shares
|
$11 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
93,576
shares
|
$11 Million
0.18% of portfolio
|
Q4 2024
Added 93.24%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
93,480
shares
|
$10.9 Million
0.01% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
93,023
shares
|
$10.9 Million
1.52% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
92,819
shares
|
$10.9 Million
0.29% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
92,517
shares
|
$10.8 Million
0.28% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
92,452
shares
|
$10.8 Million
0.21% of portfolio
|
Q4 2024
Added 154.32%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
92,324
shares
|
$10.8 Million
0.33% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
92,138
shares
|
$10.8 Million
0.37% of portfolio
|
Q4 2024
Reduced 7.74%
|