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 |
|---|---|---|---|---|---|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
7,650
shares
|
$864,144
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
7,646
shares
|
$863,692
0.4% of portfolio
|
Q2 2024
Reduced 25.38%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
7,645
shares
|
$863,579
0.87% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,640
shares
|
$863,014
0.15% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
7,635
shares
|
$862,449
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,620
shares
|
$860,755
0.06% of portfolio
|
Q4 2023
Added 6.16%
|
|
|
First Bancorp, Inc
|
Jan 21, 2025 Q4 2024 |
7,614
shares
|
$860,077
0.6% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,591
shares
|
$857,479
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
7,589
shares
|
$857,253
0.0% of portfolio
|
Q4 2024
Added 61.71%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
7,573
shares
|
$855,446
0.12% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
7,569
shares
|
$854,994
0.19% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,564
shares
|
$854,429
0.32% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
7,547
shares
|
$852,509
0.67% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Sageworth Trust CO Of South Dakota
|
Jan 28, 2025 Q4 2024 |
7,531
shares
|
$850,701
1.18% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,518
shares
|
$849,233
0.12% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
7,513
shares
|
$848,668
0.46% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$847,200
0.35% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
7,499
shares
|
$847,087
0.07% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,488
shares
|
$845,844
0.06% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Greenhouse Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,486
shares
|
$845,618
0.57% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
7,437
shares
|
$840,083
0.19% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
7,424
shares
|
$838,615
0.57% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
7,397
shares
|
$835,565
0.06% of portfolio
|
Q4 2024
Added 65.44%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
7,395
shares
|
$835,339
0.16% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
7,322
shares
|
$827,093
0.21% of portfolio
|
Q4 2024
Reduced 2.5%
|