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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
5,761
shares
|
$650,762
0.34% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
5,737
shares
|
$648,051
0.14% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
5,721
shares
|
$646,244
0.31% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
5,719
shares
|
$646,018
0.04% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
5,702
shares
|
$644,097
0.22% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,698
shares
|
$643,646
0.02% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
5,697
shares
|
$643,533
0.0% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,676
shares
|
$641,160
0.11% of portfolio
|
Q4 2024
Added 37.7%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,675
shares
|
$641,048
0.01% of portfolio
|
Q4 2024
Reduced 59.66%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,672
shares
|
$640,709
0.11% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,670
shares
|
$640,483
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
5,670
shares
|
$640,483
0.1% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,661
shares
|
$639,466
0.23% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,643
shares
|
$637,433
0.25% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
5,635
shares
|
$636,529
0.41% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$636,416
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$636,416
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
5,629
shares
|
$635,851
0.13% of portfolio
|
Q4 2024
Reduced 9.78%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
5,606
shares
|
$633,253
0.26% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ridgeline Wealth Planning, LLC
Centerville, OH |
Jan 29, 2025 Q4 2024 |
5,598
shares
|
$632,350
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
5,585
shares
|
$630,881
0.07% of portfolio
|
Q4 2024
Added 35.86%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
5,584
shares
|
$630,768
0.4% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
5,581
shares
|
$630,429
0.13% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
5,576
shares
|
$629,864
0.11% of portfolio
|
Q3 2022
Added 3.66%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
5,567
shares
|
$628,848
0.11% of portfolio
|
Q4 2024
Reduced 17.16%
|