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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
84,461
shares
|
$9.91 Million
3.58% of portfolio
|
Q4 2023
Added 13.99%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
84,310
shares
|
$9.9 Million
2.77% of portfolio
|
Q2 2022
Reduced 0.52%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
84,230
shares
|
$9.89 Million
2.42% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
83,949
shares
|
$9.85 Million
1.87% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
83,906
shares
|
$9.85 Million
0.21% of portfolio
|
Q4 2024
Added 5.63%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
83,895
shares
|
$9.85 Million
0.31% of portfolio
|
Q4 2024
Reduced 20.34%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
83,850
shares
|
$9.84 Million
8.49% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
83,530
shares
|
$9.8 Million
0.04% of portfolio
|
Q2 2023
Reduced 18.69%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
83,273
shares
|
$9.77 Million
0.36% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
83,067
shares
|
$9.75 Million
0.39% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
82,773
shares
|
$9.72 Million
2.44% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
82,747
shares
|
$9.71 Million
0.55% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
82,730
shares
|
$9.71 Million
2.88% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
82,551
shares
|
$9.69 Million
1.61% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
82,238
shares
|
$9.65 Million
0.33% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
82,123
shares
|
$9.64 Million
0.11% of portfolio
|
Q4 2024
Added 176.06%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
81,337
shares
|
$9.55 Million
2.81% of portfolio
|
Q4 2024
Added 68.14%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
81,317
shares
|
$9.54 Million
0.32% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
80,810
shares
|
$9.48 Million
1.53% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
80,388
shares
|
$9.44 Million
5.38% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Jan 08, 2025 Q4 2024 |
80,338
shares
|
$9.43 Million
7.7% of portfolio
|
Q4 2024
Added 16.78%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
80,295
shares
|
$9.42 Million
1.31% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
80,163
shares
|
$9.41 Million
1.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
79,830
shares
|
$9.37 Million
1.43% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
79,508
shares
|
$9.33 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.73%
|