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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
673
shares
|
$78,990
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
638
shares
|
$74,882
0.0% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
628
shares
|
$73,708
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
620
shares
|
$72,769
0.01% of portfolio
|
Q1 2024
Reduced 57.94%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
608
shares
|
$71,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
604
shares
|
$70,891
0.02% of portfolio
|
Q2 2024
Reduced 71.79%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
600
shares
|
$70,422
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
597
shares
|
$70,069
0.02% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
597
shares
|
$70,069
0.06% of portfolio
|
Q3 2024
Added 20.12%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
596
shares
|
$69,952
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
593
shares
|
$69,600
0.05% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
567
shares
|
$66,548
0.03% of portfolio
|
Q2 2022
Added 1.61%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
565
shares
|
$66,314
0.03% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
564
shares
|
$66,196
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
559
shares
|
$65,609
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
559
shares
|
$65,609
0.01% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
550
shares
|
$64,553
0.02% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$63,849
0.01% of portfolio
|
Q3 2022
Added 504.44%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
531
shares
|
$62,323
0.01% of portfolio
|
Q4 2024
Added 293.33%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
513
shares
|
$60,210
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
502
shares
|
$58,919
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
500
shares
|
$58,685
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
496
shares
|
$58,215
0.01% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
496
shares
|
$58,215
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
495
shares
|
$58,098
0.05% of portfolio
|
Q2 2024
New holding
|