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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
3,428
shares
|
$365,287
0.04% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
3,419
shares
|
$364,328
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,417
shares
|
$364,115
0.02% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
3,406
shares
|
$362,943
0.04% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Tableaux LLC
Stockbridge, MA |
Mar 14, 2025 Q4 2024 |
3,404
shares
|
$362,730
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,402
shares
|
$362,517
0.01% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
3,401
shares
|
$362,410
0.08% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,400
shares
|
$362,304
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$361,877
0.13% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,395
shares
|
$361,771
0.24% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
3,393
shares
|
$361,558
0.1% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
3,388
shares
|
$361,025
0.02% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$360,812
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,380
shares
|
$360,172
0.04% of portfolio
|
Q4 2024
Added 49.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,374
shares
|
$359,533
0.13% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,371
shares
|
$359,213
0.06% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$357,935
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
3,356
shares
|
$357,615
0.01% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,353
shares
|
$357,295
0.01% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
3,353
shares
|
$357,295
0.15% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
3,347
shares
|
$356,656
0.18% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,339
shares
|
$355,803
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,336
shares
|
$355,484
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3,313
shares
|
$353,033
0.3% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
3,306
shares
|
$352,287
0.19% of portfolio
|
Q4 2024
Added 0.61%
|