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 |
|---|---|---|---|---|---|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
5,958
shares
|
$673,015
0.54% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Jan 21, 2025 Q4 2024 |
5,950
shares
|
$672,112
0.33% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Jan 29, 2025 Q4 2024 |
5,950
shares
|
$672,112
0.39% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Feb 13, 2025 Q4 2024 |
5,929
shares
|
$669,739
0.32% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
5,925
shares
|
$669,288
0.51% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,911
shares
|
$667,706
0.74% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
5,891
shares
|
$665,447
0.0% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
5,876
shares
|
$663,752
0.18% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
5,875
shares
|
$663,640
0.33% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,875
shares
|
$663,640
0.13% of portfolio
|
Q4 2024
Reduced 23.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
5,875
shares
|
$663,640
0.12% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
5,868
shares
|
$662,849
0.14% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
5,867
shares
|
$662,736
0.43% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
5,850
shares
|
$660,816
0.3% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
5,849
shares
|
$660,703
0.11% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,841
shares
|
$659,799
0.13% of portfolio
|
Q3 2023
Added 4.25%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$657,314
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
5,808
shares
|
$656,071
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
5,796
shares
|
$654,716
0.23% of portfolio
|
Q4 2023
Added 59.23%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$653,586
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
5,783
shares
|
$653,247
0.16% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
5,781
shares
|
$653,021
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
5,781
shares
|
$653,021
0.26% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
5,780
shares
|
$652,908
0.47% of portfolio
|
Q4 2024
Reduced 79.69%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,778
shares
|
$652,682
0.05% of portfolio
|
Q4 2024
Reduced 11.2%
|