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 2,811 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 $60.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
39,243
shares
|
$4.43 Million
1.93% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
39,221
shares
|
$4.43 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
39,130
shares
|
$4.42 Million
0.29% of portfolio
|
Q4 2024
Added 65.2%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
39,053
shares
|
$4.41 Million
0.98% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
38,940
shares
|
$4.4 Million
2.97% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
38,898
shares
|
$4.39 Million
0.52% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
38,575
shares
|
$4.36 Million
2.12% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
38,435
shares
|
$4.34 Million
1.32% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
38,269
shares
|
$4.32 Million
2.18% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
38,236
shares
|
$4.32 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
38,192
shares
|
$4.31 Million
0.94% of portfolio
|
Q4 2024
Added 105.22%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
37,999
shares
|
$4.29 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
37,867
shares
|
$4.28 Million
1.12% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,846
shares
|
$4.28 Million
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
37,775
shares
|
$4.27 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
37,657
shares
|
$4.25 Million
1.12% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
37,542
shares
|
$4.24 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
37,352
shares
|
$4.22 Million
0.65% of portfolio
|
Q4 2024
Added 19.17%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
37,289
shares
|
$4.21 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Heritage Investors Management Corp
|
Feb 04, 2025 Q4 2024 |
37,214
shares
|
$4.2 Million
0.14% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
37,110
shares
|
$4.19 Million
0.4% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
37,106
shares
|
$4.19 Million
0.1% of portfolio
|
Q4 2024
Added 36.22%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
37,102
shares
|
$4.19 Million
0.27% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
36,985
shares
|
$4.18 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Campion Asset Management
|
Feb 13, 2025 Q4 2024 |
36,790
shares
|
$4.16 Million
3.22% of portfolio
|
Q4 2024
Added 4.41%
|