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 2,686 institutions that hold shares in the stock, with a total of 522 Million shares, which have been reported (via 13F filing form) to have a value of $61.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
1,882
shares
|
$220,476
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
1,881
shares
|
$220,359
0.11% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
1,879
shares
|
$220,124
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$219,656
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
1,865
shares
|
$218,484
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,863
shares
|
$218,250
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,856
shares
|
$217,430
0.05% of portfolio
|
Q4 2024
Added 168.21%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$217,430
0.09% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
1,853
shares
|
$217,078
0.06% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
1,845
shares
|
$216,141
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
1,844
shares
|
$216,024
0.04% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,839
shares
|
$215,438
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
1,836
shares
|
$215,087
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,835
shares
|
$214,970
0.29% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
1,832
shares
|
$214,618
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
1,828
shares
|
$214,150
0.0% of portfolio
|
Q2 2024
Added 20.74%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
1,828
shares
|
$214,150
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,825
shares
|
$213,798
0.09% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
1,820
shares
|
$213,213
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,819
shares
|
$213,095
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,819
shares
|
$213,095
0.08% of portfolio
|
Q4 2024
Reduced 25.02%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
1,819
shares
|
$213,095
0.02% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,818
shares
|
$212,978
0.1% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,817
shares
|
$212,861
0.18% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,813
shares
|
$212,392
0.03% of portfolio
|
Q3 2024
New holding
|