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 2,788 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,675
shares
|
$664,485
0.01% of portfolio
|
Q4 2024
Reduced 59.66%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,672
shares
|
$664,134
0.11% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,670
shares
|
$663,900
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
5,670
shares
|
$663,900
0.1% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,661
shares
|
$662,846
0.23% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,643
shares
|
$660,738
0.25% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
5,635
shares
|
$659,802
0.41% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$659,685
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$659,685
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
5,629
shares
|
$659,099
0.13% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
5,606
shares
|
$656,406
0.26% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
5,598
shares
|
$655,469
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
5,585
shares
|
$653,947
0.07% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,584
shares
|
$653,830
0.4% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
5,581
shares
|
$653,479
0.13% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,576
shares
|
$652,893
0.11% of portfolio
|
Q3 2022
Added 3.66%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
5,567
shares
|
$651,840
0.11% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 13, 2025 Q4 2024 |
5,541
shares
|
$648,795
0.35% of portfolio
|
Q2 2023
Reduced 16.56%
|
|
|
S.E.E.D. Planning Group LLC
|
Jan 14, 2025 Q4 2024 |
5,537
shares
|
$648,327
0.22% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
5,493
shares
|
$643,175
0.1% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
5,488
shares
|
$642,589
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,485
shares
|
$642,238
0.06% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
5,484
shares
|
$642,121
0.33% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
5,468
shares
|
$640,248
0.25% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
5,459
shares
|
$639,194
0.1% of portfolio
|
Q4 2024
Added 0.89%
|