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 2,834 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 $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
4,276
shares
|
$455,650
0.14% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,276
shares
|
$455,650
0.24% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,275
shares
|
$455,544
0.02% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
4,273
shares
|
$455,330
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$454,584
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
4,249
shares
|
$452,773
0.11% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
4,247
shares
|
$452,560
0.16% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,243
shares
|
$452,134
0.05% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
4,240
shares
|
$451,814
0.14% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Feb 12, 2025 Q4 2024 |
4,238
shares
|
$451,601
0.42% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
4,232
shares
|
$450,961
0.17% of portfolio
|
Q4 2024
Added 75.17%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
4,230
shares
|
$450,748
0.12% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
4,230
shares
|
$450,748
0.41% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,226
shares
|
$450,322
0.06% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$449,789
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
4,219
shares
|
$449,576
0.06% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
4,209
shares
|
$448,511
0.2% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
4,207
shares
|
$448,297
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$448,084
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$447,445
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,192
shares
|
$446,699
0.03% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,166
shares
|
$443,928
0.18% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
4,165
shares
|
$443,822
0.2% of portfolio
|
Q4 2024
Added 108.56%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$442,969
0.1% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$442,969
0.09% of portfolio
|
Q4 2024
Added 21.66%
|