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 2,617 institutions that hold shares in the stock, with a total of 502 Million shares, which have been reported (via 13F filing form) to have a value of $59.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
1,778
shares
|
$211,048
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
1,778
shares
|
$211,048
0.0% of portfolio
|
Q3 2024
Reduced 42.18%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,778
shares
|
$211,048
0.18% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,776
shares
|
$210,811
0.06% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
1,773
shares
|
$210,455
0.18% of portfolio
|
Q4 2024
Reduced 55.68%
|
|
|
Gen Wealth Group, Inc.
|
Jan 15, 2025 Q4 2024 |
1,772
shares
|
$210,336
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
1,771
shares
|
$210,217
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,766
shares
|
$209,624
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
1,761
shares
|
$209,030
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 06, 2024 Q3 2024 |
1,760
shares
|
$208,912
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$208,555
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,750
shares
|
$207,725
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
1,743
shares
|
$206,894
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
1,741
shares
|
$206,656
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$205,351
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
1,720
shares
|
$204,164
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
1,715
shares
|
$203,570
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,704
shares
|
$202,264
0.05% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,701
shares
|
$201,908
0.03% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
1,666
shares
|
$197,754
0.05% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,636
shares
|
$194,193
0.02% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
1,635
shares
|
$194,074
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,633
shares
|
$193,837
0.11% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,633
shares
|
$193,837
0.04% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$193,362
0.08% of portfolio
|
Q4 2023
Reduced 0.85%
|