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 |
|---|---|---|---|---|---|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
16,157
shares
|
$1.83 Million
0.22% of portfolio
|
Q4 2024
Added 19.31%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
16,155
shares
|
$1.82 Million
0.38% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
16,084
shares
|
$1.82 Million
0.31% of portfolio
|
Q4 2024
Added 33.43%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
16,035
shares
|
$1.81 Million
0.11% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
16,033
shares
|
$1.81 Million
0.05% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
16,021
shares
|
$1.81 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
15,947
shares
|
$1.8 Million
0.47% of portfolio
|
Q4 2024
Added 10057.32%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
15,935
shares
|
$1.8 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
15,893
shares
|
$1.8 Million
0.29% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
15,863
shares
|
$1.79 Million
0.56% of portfolio
|
Q4 2024
Reduced 32.11%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
15,838
shares
|
$1.79 Million
0.53% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
15,824
shares
|
$1.79 Million
0.64% of portfolio
|
Q4 2024
Added 247.55%
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
15,804
shares
|
$1.79 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
15,757
shares
|
$1.78 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
15,742
shares
|
$1.78 Million
0.39% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
15,727
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
15,720
shares
|
$1.78 Million
0.5% of portfolio
|
Q4 2024
Reduced 12.28%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
15,651
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.43%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
15,583
shares
|
$1.76 Million
0.07% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
15,574
shares
|
$1.76 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
15,497
shares
|
$1.75 Million
1.14% of portfolio
|
Q3 2022
Added 1.05%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
15,452
shares
|
$1.75 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
15,405
shares
|
$1.74 Million
0.92% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
15,402
shares
|
$1.74 Million
0.26% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
15,389
shares
|
$1.74 Million
0.45% of portfolio
|
Q4 2024
Added 11.4%
|