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 2,821 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 $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
3,393
shares
|
$338,757
0.1% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
3,388
shares
|
$338,257
0.02% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$338,058
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
3,386
shares
|
$338,058
0.24% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
3,383
shares
|
$337,758
0.28% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,374
shares
|
$336,860
0.13% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$335,362
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,357
shares
|
$335,162
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
3,356
shares
|
$335,063
0.01% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
3,353
shares
|
$334,763
0.15% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,336
shares
|
$333,066
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
3,308
shares
|
$330,270
0.16% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
3,306
shares
|
$330,071
0.19% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,302
shares
|
$329,671
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,294
shares
|
$328,872
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,273
shares
|
$326,776
0.28% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
3,271
shares
|
$326,576
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
3,263
shares
|
$325,777
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
3,261
shares
|
$325,578
0.02% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,256
shares
|
$325,079
0.07% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,254
shares
|
$324,879
0.02% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
3,254
shares
|
$324,879
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
3,240
shares
|
$323,481
0.04% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
3,233
shares
|
$322,782
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,232
shares
|
$322,682
0.02% of portfolio
|
Q4 2024
Added 9.78%
|