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 |
|---|---|---|---|---|---|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
17,861
shares
|
$2.02 Million
0.15% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,859
shares
|
$2.02 Million
0.11% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
17,830
shares
|
$2.01 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
17,828
shares
|
$2.01 Million
0.15% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,798
shares
|
$2.01 Million
0.1% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
17,791
shares
|
$2.01 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,763
shares
|
$2.01 Million
0.49% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
17,673
shares
|
$2 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
17,648
shares
|
$1.99 Million
0.17% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,611
shares
|
$1.99 Million
0.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
17,545
shares
|
$1.98 Million
0.22% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
17,543
shares
|
$1.98 Million
0.08% of portfolio
|
Q4 2024
Added 41.83%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,435
shares
|
$1.97 Million
0.28% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
17,409
shares
|
$1.97 Million
1.12% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
17,408
shares
|
$1.97 Million
0.3% of portfolio
|
Q1 2023
Reduced 14.8%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
17,333
shares
|
$1.96 Million
2.11% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,304
shares
|
$1.95 Million
0.49% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
17,283
shares
|
$1.95 Million
1.07% of portfolio
|
Q4 2022
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
17,251
shares
|
$1.95 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
17,244
shares
|
$1.95 Million
0.41% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
17,223
shares
|
$1.95 Million
1.08% of portfolio
|
Q4 2024
Added 64.15%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
17,219
shares
|
$1.95 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
17,215
shares
|
$1.94 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
17,201
shares
|
$1.94 Million
0.26% of portfolio
|
Q4 2024
Added 14.28%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,182
shares
|
$1.94 Million
1.12% of portfolio
|
Q3 2023
Reduced 1.96%
|