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 |
|---|---|---|---|---|---|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,302
shares
|
$351,861
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,294
shares
|
$351,008
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,273
shares
|
$348,770
0.28% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
3,270
shares
|
$348,451
0.34% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,269
shares
|
$348,344
0.04% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
3,268
shares
|
$348,238
0.1% of portfolio
|
Q4 2024
Reduced 89.26%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
3,263
shares
|
$347,705
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,256
shares
|
$346,959
0.07% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,254
shares
|
$346,746
0.03% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
3,254
shares
|
$346,746
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
3,240
shares
|
$345,254
0.04% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
3,233
shares
|
$344,508
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,232
shares
|
$344,401
0.02% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,227
shares
|
$343,869
0.18% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
3,219
shares
|
$343,016
0.12% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,215
shares
|
$342,590
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,186
shares
|
$339,500
0.06% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
3,180
shares
|
$338,860
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,174
shares
|
$338,221
0.15% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,168
shares
|
$337,582
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$337,582
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$337,475
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,165
shares
|
$337,262
0.2% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,164
shares
|
$337,155
0.32% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,163
shares
|
$337,049
0.08% of portfolio
|
Q4 2024
Reduced 1.25%
|