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 |
|---|---|---|---|---|---|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
30,260
shares
|
$3.42 Million
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
30,254
shares
|
$3.42 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
30,160
shares
|
$3.41 Million
0.36% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
30,156
shares
|
$3.41 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
30,147
shares
|
$3.41 Million
0.82% of portfolio
|
Q4 2024
Reduced 26.27%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
30,093
shares
|
$3.4 Million
0.73% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
29,946
shares
|
$3.38 Million
1.47% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
29,944
shares
|
$3.38 Million
0.1% of portfolio
|
Q4 2024
Added 24.3%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
29,907
shares
|
$3.38 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
29,761
shares
|
$3.36 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
29,741
shares
|
$3.36 Million
1.24% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
29,698
shares
|
$3.35 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
29,602
shares
|
$3.34 Million
1.41% of portfolio
|
Q4 2024
Added 43.34%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
29,465
shares
|
$3.33 Million
0.23% of portfolio
|
Q4 2024
Added 165.86%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
29,423
shares
|
$3.32 Million
1.58% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
29,261
shares
|
$3.31 Million
1.75% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
29,047
shares
|
$3.28 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Dbk Financial Counsel, LLC
|
Jan 13, 2025 Q4 2024 |
28,955
shares
|
$3.27 Million
3.43% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
28,876
shares
|
$3.26 Million
1.3% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
28,848
shares
|
$3.26 Million
2.38% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
28,749
shares
|
$3.25 Million
1.76% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
28,682
shares
|
$3.24 Million
0.03% of portfolio
|
Q4 2024
Added 134.22%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
28,649
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
28,643
shares
|
$3.24 Million
0.46% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
28,528
shares
|
$3.22 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.64%
|