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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
1,324
shares
|
$153,054
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,305
shares
|
$150,858
0.02% of portfolio
|
Q2 2023
Added 14.47%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,298
shares
|
$150,048
0.05% of portfolio
|
Q3 2024
Added 49.88%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,290
shares
|
$149,124
0.07% of portfolio
|
Q2 2022
Reduced 7.79%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,275
shares
|
$147,390
0.07% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
1,270
shares
|
$146,812
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
1,270
shares
|
$146,812
0.09% of portfolio
|
Q3 2024
Reduced 7.84%
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
1,229
shares
|
$142,072
0.06% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,229
shares
|
$142,072
0.07% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,215
shares
|
$140,454
0.1% of portfolio
|
Q4 2024
Reduced 66.52%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,212
shares
|
$140,107
0.05% of portfolio
|
Q3 2024
Added 120.36%
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
1,206
shares
|
$139,413
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,191
shares
|
$137,679
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
1,158
shares
|
$133,864
0.09% of portfolio
|
Q1 2024
Added 14.59%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,135
shares
|
$131,206
0.02% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,123
shares
|
$129,818
0.02% of portfolio
|
Q3 2022
Added 24.5%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,113
shares
|
$128,662
0.06% of portfolio
|
Q2 2024
Added 4.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
1,110
shares
|
$128,316
0.12% of portfolio
|
Q3 2024
Added 21.71%
|
|
|
Morling Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,108
shares
|
$128,084
0.05% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,102
shares
|
$127,391
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,094
shares
|
$126,466
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
1,055
shares
|
$121,958
0.04% of portfolio
|
Q4 2024
Reduced 54.58%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
1,053
shares
|
$121,726
0.03% of portfolio
|
Q3 2024
Reduced 31.13%
|