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 2,631 institutions that hold shares in the stock, with a total of 503 Million shares, which have been reported (via 13F filing form) to have a value of $59.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
250
shares
|
$29,860
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
239
shares
|
$28,546
0.02% of portfolio
|
Q4 2023
Reduced 9.13%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
239
shares
|
$28,546
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
237
shares
|
$28,307
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
235
shares
|
$28,068
0.01% of portfolio
|
Q3 2024
Reduced 87.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
231
shares
|
$27,590
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
225
shares
|
$26,874
0.01% of portfolio
|
Q4 2023
Added 294.74%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
222
shares
|
$26,515
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
217
shares
|
$25,918
0.0% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
210
shares
|
$25,082
0.02% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
210
shares
|
$25,082
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
210
shares
|
$25,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
204
shares
|
$24,365
0.01% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
200
shares
|
$23,888
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
193
shares
|
$23,051
0.01% of portfolio
|
Q2 2022
Added 264.15%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
192
shares
|
$22,932
0.01% of portfolio
|
Q3 2024
Added 134.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
187
shares
|
$22,335
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
176
shares
|
$21,021
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
169
shares
|
$20,185
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Dec 31, 2024 Q3 2024 |
164
shares
|
$19,588
0.01% of portfolio
|
Q4 2022
Reduced 2.96%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
164
shares
|
$19,588
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
163
shares
|
$19,468
0.01% of portfolio
|
Q2 2024
Added 35.83%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
163
shares
|
$19,468
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
160
shares
|
$19,110
0.01% of portfolio
|
Q1 2024
Added 60.0%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
157
shares
|
$18,752
0.52% of portfolio
|
Q3 2024
Reduced 99.07%
|