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 2,798 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 $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
212
shares
|
$24,823
0.01% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
210
shares
|
$24,588
0.02% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
210
shares
|
$24,588
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
208
shares
|
$24,354
0.0% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
204
shares
|
$23,886
0.01% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
204
shares
|
$23,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
200
shares
|
$23,418
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
193
shares
|
$22,598
0.01% of portfolio
|
Q2 2022
Added 264.15%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
193
shares
|
$22,598
0.01% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
192
shares
|
$22,481
0.01% of portfolio
|
Q3 2024
Added 134.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
187
shares
|
$21,895
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
175
shares
|
$20,490
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
166
shares
|
$19,436
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
164
shares
|
$19,202
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
163
shares
|
$19,085
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
155
shares
|
$18,148
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
148
shares
|
$17,329
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
147
shares
|
$17,212
0.01% of portfolio
|
Q1 2024
Added 34.86%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
143
shares
|
$16,743
0.01% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
141
shares
|
$16,509
0.01% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
140
shares
|
$16,392
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
140
shares
|
$16,392
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
139
shares
|
$16,275
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
138
shares
|
$16,158
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
138
shares
|
$16,158
0.02% of portfolio
|
Q4 2024
New holding
|