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 |
|---|---|---|---|---|---|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
26,748
shares
|
$3.02 Million
1.09% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
26,730
shares
|
$3.02 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
26,687
shares
|
$3.01 Million
0.11% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
26,578
shares
|
$3 Million
0.23% of portfolio
|
Q4 2024
Added 43.06%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
26,568
shares
|
$3 Million
1.64% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
26,464
shares
|
$2.99 Million
0.23% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
26,300
shares
|
$2.97 Million
0.45% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
26,297
shares
|
$2.97 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
26,286
shares
|
$2.97 Million
0.22% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
26,265
shares
|
$2.97 Million
1.99% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
26,156
shares
|
$2.95 Million
0.78% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
26,147
shares
|
$2.95 Million
1.38% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
26,078
shares
|
$2.95 Million
1.37% of portfolio
|
Q1 2023
Reduced 13.92%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
26,049
shares
|
$2.94 Million
0.6% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,982
shares
|
$2.93 Million
1.67% of portfolio
|
Q4 2023
Added 22.4%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
25,951
shares
|
$2.93 Million
0.58% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
25,910
shares
|
$2.93 Million
0.4% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
25,848
shares
|
$2.92 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
25,792
shares
|
$2.91 Million
0.35% of portfolio
|
Q4 2024
Added 219.17%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,659
shares
|
$2.9 Million
0.06% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
25,617
shares
|
$2.89 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
25,616
shares
|
$2.89 Million
4.52% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
25,608
shares
|
$2.89 Million
0.18% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
25,583
shares
|
$2.89 Million
2.3% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
25,550
shares
|
$2.89 Million
1.39% of portfolio
|
Q4 2024
Added 0.05%
|