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 |
|---|---|---|---|---|---|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,820
shares
|
$544,467
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,809
shares
|
$543,224
0.26% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
4,800
shares
|
$542,208
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
4,798
shares
|
$541,982
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
4,783
shares
|
$540,287
0.21% of portfolio
|
Q4 2024
Reduced 27.33%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
4,779
shares
|
$539,835
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
4,777
shares
|
$539,609
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
Feb 14, 2025 Q4 2024 |
4,767
shares
|
$538,480
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
4,756
shares
|
$537,237
0.47% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
4,751
shares
|
$536,672
0.76% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
4,740
shares
|
$535,430
0.02% of portfolio
|
Q4 2024
Reduced 50.49%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
4,739
shares
|
$535,317
0.19% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
4,732
shares
|
$534,526
0.26% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
4,705
shares
|
$531,476
0.13% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
4,700
shares
|
$530,912
0.07% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
4,697
shares
|
$530,573
0.15% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,695
shares
|
$530,347
0.19% of portfolio
|
Q4 2024
Added 64.74%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,684
shares
|
$529,104
0.08% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
4,674
shares
|
$527,975
0.24% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,672
shares
|
$527,749
0.05% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,662
shares
|
$526,619
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
4,652
shares
|
$525,489
0.06% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
4,642
shares
|
$524,360
0.11% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,625
shares
|
$522,440
0.08% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
4,624
shares
|
$522,327
0.42% of portfolio
|
Q4 2024
Added 0.11%
|