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 2,788 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$492,363
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$491,660
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,192
shares
|
$490,841
0.03% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,166
shares
|
$487,796
0.18% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
4,165
shares
|
$487,679
0.2% of portfolio
|
Q4 2024
Added 108.56%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$486,743
0.1% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$486,743
0.09% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
4,134
shares
|
$484,050
0.38% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,130
shares
|
$483,581
0.1% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
F&V Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,125
shares
|
$482,996
0.12% of portfolio
|
Q4 2024
Added 94.12%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
4,122
shares
|
$482,644
0.08% of portfolio
|
Q3 2024
Added 24.91%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$482,059
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,115
shares
|
$481,825
0.43% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,108
shares
|
$481,005
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,101
shares
|
$480,186
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
4,087
shares
|
$478,546
0.06% of portfolio
|
Q4 2024
Reduced 56.31%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
4,084
shares
|
$478,195
0.25% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,076
shares
|
$477,258
0.12% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
4,074
shares
|
$477,024
0.21% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
4,051
shares
|
$474,331
0.18% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
4,048
shares
|
$473,980
0.26% of portfolio
|
Q3 2023
Added 46.3%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
4,048
shares
|
$473,980
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
4,039
shares
|
$472,926
0.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
4,034
shares
|
$472,341
0.21% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,025
shares
|
$471,287
0.33% of portfolio
|
Q4 2024
Added 0.35%
|