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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
7,316
shares
|
$826,415
0.04% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
7,312
shares
|
$825,963
0.37% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,311
shares
|
$825,850
0.74% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
7,288
shares
|
$823,252
0.22% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
7,265
shares
|
$820,654
0.35% of portfolio
|
Q3 2024
Reduced 13.84%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,261
shares
|
$820,202
0.06% of portfolio
|
Q3 2023
Added 27.03%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,247
shares
|
$818,621
0.21% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
7,204
shares
|
$813,763
0.09% of portfolio
|
Q4 2024
Reduced 46.76%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
7,197
shares
|
$812,973
0.34% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
7,183
shares
|
$811,391
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
7,126
shares
|
$804,952
0.22% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
7,087
shares
|
$800,547
0.34% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
7,069
shares
|
$798,514
0.05% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
7,066
shares
|
$798,175
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,052
shares
|
$796,593
0.68% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
7,038
shares
|
$795,012
0.19% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
7,016
shares
|
$792,527
0.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
7,001
shares
|
$790,832
0.0% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
6,990
shares
|
$789,590
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
6,989
shares
|
$789,477
0.94% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,982
shares
|
$788,686
0.07% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
6,967
shares
|
$786,992
0.31% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
6,940
shares
|
$783,942
0.59% of portfolio
|
Q4 2024
Added 124.96%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
6,922
shares
|
$781,909
0.11% of portfolio
|
Q4 2024
Added 49.12%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
6,919
shares
|
$781,570
0.02% of portfolio
|
Q4 2024
Added 27.3%
|