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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,180
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
17,180
shares
|
$1.94 Million
0.12% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
17,160
shares
|
$1.94 Million
0.25% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,151
shares
|
$1.94 Million
0.96% of portfolio
|
Q4 2024
Reduced 12.83%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
17,140
shares
|
$1.94 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
17,078
shares
|
$1.93 Million
0.27% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
17,076
shares
|
$1.93 Million
0.37% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
17,073
shares
|
$1.93 Million
0.04% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
17,025
shares
|
$1.92 Million
1.78% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
17,019
shares
|
$1.92 Million
0.11% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
16,996
shares
|
$1.92 Million
0.52% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
16,944
shares
|
$1.91 Million
0.6% of portfolio
|
Q4 2024
Reduced 77.74%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
16,937
shares
|
$1.91 Million
1.15% of portfolio
|
Q4 2024
Added 47.2%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jan 31, 2025 Q4 2024 |
16,922
shares
|
$1.91 Million
1.77% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
16,920
shares
|
$1.91 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
16,888
shares
|
$1.91 Million
0.76% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
16,817
shares
|
$1.9 Million
0.15% of portfolio
|
Q4 2024
Reduced 46.07%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
16,711
shares
|
$1.89 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
16,708
shares
|
$1.89 Million
0.72% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
16,638
shares
|
$1.88 Million
0.29% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
16,513
shares
|
$1.87 Million
0.29% of portfolio
|
Q4 2024
Added 129.03%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
16,504
shares
|
$1.86 Million
1.81% of portfolio
|
Q4 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
16,383
shares
|
$1.85 Million
0.13% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
16,186
shares
|
$1.83 Million
0.85% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,182
shares
|
$1.83 Million
0.13% of portfolio
|
Q4 2023
Added 26.22%
|