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 |
|---|---|---|---|---|---|
|
Moody Lynn & Lieberson, LLC
|
Jan 21, 2025 Q4 2024 |
6,240
shares
|
$704,870
0.05% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
6,222
shares
|
$702,837
0.05% of portfolio
|
Q3 2022
Reduced 5.94%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
6,218
shares
|
$702,385
0.33% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
6,205
shares
|
$700,916
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,182
shares
|
$698,318
0.19% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
6,182
shares
|
$698,318
0.21% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
6,124
shares
|
$691,767
0.05% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
American Investment Services, Inc.
|
Feb 13, 2025 Q4 2024 |
6,117
shares
|
$690,976
0.13% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
6,114
shares
|
$690,637
0.1% of portfolio
|
Q4 2024
Added 6.44%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
6,107
shares
|
$689,846
0.06% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
6,104
shares
|
$689,507
0.36% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
6,091
shares
|
$688,039
0.01% of portfolio
|
Q4 2024
Reduced 19.62%
|
|
|
Truepoint, Inc.
|
Feb 11, 2025 Q4 2024 |
6,085
shares
|
$687,361
0.02% of portfolio
|
Q4 2024
Reduced 5.38%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
6,074
shares
|
$686,119
0.07% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
6,062
shares
|
$684,763
0.06% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
6,031
shares
|
$681,261
0.23% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
6,027
shares
|
$680,809
0.07% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
6,021
shares
|
$680,132
0.37% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
6,017
shares
|
$679,680
0.63% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$677,760
1.55% of portfolio
|
Q4 2021
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,997
shares
|
$677,421
0.0% of portfolio
|
Q4 2024
Reduced 69.71%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,996
shares
|
$677,308
0.01% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,991
shares
|
$676,743
0.6% of portfolio
|
Q4 2024
Added 243.52%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,982
shares
|
$675,726
0.08% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
5,978
shares
|
$675,274
0.03% of portfolio
|
Q4 2024
Reduced 6.46%
|