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 |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,174
shares
|
$371,643
0.15% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,168
shares
|
$370,941
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$370,941
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$370,824
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,165
shares
|
$370,589
0.2% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,164
shares
|
$370,472
0.32% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,163
shares
|
$370,355
0.08% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
3,162
shares
|
$370,238
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,158
shares
|
$369,770
0.1% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,157
shares
|
$369,653
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,151
shares
|
$368,950
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,148
shares
|
$368,599
0.03% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,139
shares
|
$367,545
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,137
shares
|
$367,311
0.11% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,111
shares
|
$364,266
0.28% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
3,107
shares
|
$363,798
0.07% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
3,107
shares
|
$363,798
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
3,094
shares
|
$362,276
0.1% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
3,093
shares
|
$362,159
0.15% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,088
shares
|
$361,573
0.32% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
3,084
shares
|
$361,105
0.13% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
3,074
shares
|
$359,934
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
3,073
shares
|
$359,817
0.05% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
3,061
shares
|
$358,412
0.22% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,060
shares
|
$358,295
0.1% of portfolio
|
Q4 2024
Reduced 5.85%
|