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 |
|---|---|---|---|---|---|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
5,053
shares
|
$570,786
0.09% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
5,040
shares
|
$569,318
0.41% of portfolio
|
Q4 2024
Reduced 48.24%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
5,023
shares
|
$567,398
0.07% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
5,000
shares
|
$564,800
0.65% of portfolio
|
Q4 2021
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
4,999
shares
|
$564,687
0.03% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
4,992
shares
|
$563,896
0.03% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
4,974
shares
|
$561,863
0.02% of portfolio
|
Q4 2023
Reduced 5.15%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,960
shares
|
$560,281
0.37% of portfolio
|
Q4 2024
Added 15.56%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
4,958
shares
|
$560,055
0.1% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Vista Capital Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
4,956
shares
|
$559,829
0.01% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
4,935
shares
|
$557,457
0.08% of portfolio
|
Q3 2024
Added 69.3%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$557,457
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Strive Asset Management, LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
4,934
shares
|
$557,344
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,925
shares
|
$556,328
0.38% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$555,537
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4,916
shares
|
$555,311
0.24% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
4,910
shares
|
$554,633
0.13% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,909
shares
|
$554,520
0.17% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,907
shares
|
$554,294
0.2% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
4,898
shares
|
$553,278
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,894
shares
|
$552,826
0.12% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
4,885
shares
|
$551,809
0.32% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$550,002
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Feb 12, 2025 Q4 2024 |
4,840
shares
|
$546,726
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,822
shares
|
$544,693
0.26% of portfolio
|
Q4 2024
Added 0.98%
|