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 2,834 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 $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust Co. Of Nh
|
Nov 12, 2024 Q3 2024 |
2,326
shares
|
$247,858
2.25% of portfolio
|
Q3 2024
Added 16.53%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
2,324
shares
|
$247,645
0.02% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
2,322
shares
|
$247,432
0.09% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
2,320
shares
|
$247,219
0.0% of portfolio
|
Q4 2024
Added 16.29%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
2,320
shares
|
$247,219
0.06% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
2,319
shares
|
$247,112
0.01% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
2,313
shares
|
$246,473
0.0% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,306
shares
|
$245,727
0.0% of portfolio
|
Q4 2024
Reduced 98.55%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
2,303
shares
|
$245,407
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
2,301
shares
|
$245,194
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,300
shares
|
$245,088
0.1% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
2,296
shares
|
$244,661
0.07% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
2,295
shares
|
$244,555
0.17% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
2,295
shares
|
$244,555
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,294
shares
|
$244,448
0.11% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
2,293
shares
|
$244,342
0.14% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
2,289
shares
|
$243,915
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
2,282
shares
|
$243,169
0.06% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
2,282
shares
|
$243,169
0.07% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,281
shares
|
$243,063
0.09% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
2,264
shares
|
$241,251
0.09% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,261
shares
|
$240,932
0.02% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
2,258
shares
|
$240,612
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,250
shares
|
$239,760
0.05% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,245
shares
|
$239,227
0.26% of portfolio
|
Q4 2024
Reduced 0.4%
|