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 2,738 institutions that hold shares in the stock, with a total of 529 Million shares, which have been reported (via 13F filing form) to have a value of $61.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
1,743
shares
|
$201,490
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Tealwood Asset Management Inc
|
Jan 13, 2025 Q4 2024 |
1,741
shares
|
$201,259
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$199,988
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
1,715
shares
|
$198,254
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,704
shares
|
$196,982
0.05% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
1,701
shares
|
$196,635
0.03% of portfolio
|
Q4 2024
Added 15.4%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
1,666
shares
|
$192,589
0.05% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,636
shares
|
$189,121
0.02% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,633
shares
|
$188,774
0.11% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,633
shares
|
$188,774
0.04% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$188,774
0.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,628
shares
|
$188,196
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,618
shares
|
$187,040
0.12% of portfolio
|
Q2 2024
Added 78.78%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
1,590
shares
|
$183,804
0.14% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,545
shares
|
$178,602
0.09% of portfolio
|
Q1 2024
Added 18.39%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,495
shares
|
$172,822
0.01% of portfolio
|
Q1 2024
Added 162.28%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,472
shares
|
$170,163
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,434
shares
|
$165,770
0.06% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,403
shares
|
$162,186
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
1,389
shares
|
$160,568
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,380
shares
|
$159,528
0.05% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,366
shares
|
$157,909
0.01% of portfolio
|
Q3 2023
Reduced 59.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,348
shares
|
$155,828
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,339
shares
|
$154,788
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,338
shares
|
$154,672
0.01% of portfolio
|
Q2 2024
Added 3.56%
|