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 2,811 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 $60.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
36,706
shares
|
$4.15 Million
1.29% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
36,619
shares
|
$4.14 Million
0.25% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
36,280
shares
|
$4.1 Million
0.34% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
36,176
shares
|
$4.09 Million
0.14% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
36,078
shares
|
$4.08 Million
0.17% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
36,067
shares
|
$4.07 Million
2.21% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,049
shares
|
$4.07 Million
2.28% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Aristotle Capital Boston, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
35,871
shares
|
$4.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 34.35%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
35,823
shares
|
$4.05 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
35,593
shares
|
$4.02 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
35,525
shares
|
$4.01 Million
1.93% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
35,498
shares
|
$4.01 Million
1.54% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
35,410
shares
|
$4 Million
1.56% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
35,244
shares
|
$3.98 Million
2.52% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Conquis Financial LLC
Milbrae, CA |
Feb 12, 2025 Q4 2024 |
35,196
shares
|
$3.98 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Jan 16, 2025 Q4 2024 |
35,160
shares
|
$3.97 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
34,999
shares
|
$3.95 Million
1.76% of portfolio
|
Q4 2024
Reduced 48.27%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
34,848
shares
|
$3.94 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
34,771
shares
|
$3.93 Million
1.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
34,740
shares
|
$3.92 Million
0.48% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
34,735
shares
|
$3.92 Million
3.24% of portfolio
|
Q4 2024
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
34,726
shares
|
$3.92 Million
3.94% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,699
shares
|
$3.92 Million
2.04% of portfolio
|
Q2 2022
Added 2.0%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Feb 04, 2025 Q4 2024 |
34,652
shares
|
$3.91 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
34,626
shares
|
$3.91 Million
3.75% of portfolio
|
Q4 2024
New holding
|