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 2,828 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 $55.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
J. L. Bainbridge & Co., Inc.
|
Feb 10, 2025 Q4 2024 |
1,946
shares
|
$202,851
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
1,940
shares
|
$202,225
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
1,939
shares
|
$202,121
0.04% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
1,939
shares
|
$202,121
0.05% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
1,938
shares
|
$202,017
0.11% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,929
shares
|
$201,078
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,926
shares
|
$200,766
0.11% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
1,925
shares
|
$200,662
0.12% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
1,917
shares
|
$199,828
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Insights, Inc.
|
Mar 05, 2025 Q4 2024 |
1,912
shares
|
$199,306
0.09% of portfolio
|
Q4 2024
Reduced 52.41%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
1,910
shares
|
$199,098
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
1,907
shares
|
$198,785
0.14% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Moody Aldrich Partners LLC
|
Jan 22, 2025 Q4 2024 |
1,900
shares
|
$198,056
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,885
shares
|
$196,492
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
1,882
shares
|
$196,179
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
1,881
shares
|
$196,075
0.11% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
1,880
shares
|
$195,971
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
1,879
shares
|
$195,866
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
1,878
shares
|
$195,762
0.08% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,876
shares
|
$195,554
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$195,450
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
1,865
shares
|
$194,407
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,856
shares
|
$193,469
0.05% of portfolio
|
Q4 2024
Added 168.21%
|
|
|
Madrona Financial Services, LLC
|
Jan 17, 2025 Q4 2024 |
1,853
shares
|
$193,156
0.06% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,853
shares
|
$193,156
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|