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 |
|---|---|---|---|---|---|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
12,900
shares
|
$1.46 Million
0.46% of portfolio
|
Q1 2024
Added 795.83%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,896
shares
|
$1.46 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,870
shares
|
$1.45 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,870
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
12,849
shares
|
$1.45 Million
0.65% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
12,812
shares
|
$1.45 Million
0.78% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
12,812
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
12,793
shares
|
$1.45 Million
1.18% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
12,770
shares
|
$1.44 Million
0.6% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,747
shares
|
$1.44 Million
0.1% of portfolio
|
Q4 2024
Reduced 37.39%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2025 Q4 2024 |
12,736
shares
|
$1.44 Million
0.12% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,720
shares
|
$1.44 Million
0.26% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Leverty Financial Group, LLC
|
Jan 24, 2025 Q4 2024 |
12,651
shares
|
$1.43 Million
0.75% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,615
shares
|
$1.42 Million
0.15% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
12,591
shares
|
$1.42 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
12,573
shares
|
$1.42 Million
0.53% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
12,531
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
12,524
shares
|
$1.41 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,492
shares
|
$1.41 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
12,488
shares
|
$1.41 Million
0.44% of portfolio
|
Q3 2023
Added 0.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,485
shares
|
$1.41 Million
0.14% of portfolio
|
Q4 2024
Added 206.76%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
12,453
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
12,434
shares
|
$1.4 Million
0.45% of portfolio
|
Q4 2024
Reduced 72.97%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
12,432
shares
|
$1.4 Million
0.85% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
12,406
shares
|
$1.4 Million
0.64% of portfolio
|
Q4 2024
Added 1.33%
|