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 |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
4,232
shares
|
$478,046
0.17% of portfolio
|
Q4 2024
Added 75.17%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
4,230
shares
|
$477,820
0.12% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
4,230
shares
|
$477,820
0.41% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,226
shares
|
$477,368
0.06% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$476,804
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
4,219
shares
|
$476,578
0.06% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
4,209
shares
|
$475,448
0.2% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
4,207
shares
|
$475,222
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$474,996
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$474,319
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,192
shares
|
$473,528
0.03% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,166
shares
|
$470,591
0.18% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
4,165
shares
|
$470,478
0.2% of portfolio
|
Q4 2024
Added 108.56%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$469,574
0.1% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$469,574
0.09% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
4,134
shares
|
$466,976
0.38% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
4,130
shares
|
$466,524
0.1% of portfolio
|
Q4 2024
Added 13.46%
|
|
|
F&V Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
4,125
shares
|
$465,960
0.12% of portfolio
|
Q4 2024
Added 94.12%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$465,056
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,115
shares
|
$464,830
0.43% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,108
shares
|
$464,039
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
4,101
shares
|
$463,248
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
4,087
shares
|
$461,667
0.06% of portfolio
|
Q4 2024
Reduced 56.31%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
4,084
shares
|
$461,328
0.25% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,076
shares
|
$460,424
0.12% of portfolio
|
Q4 2024
Reduced 1.66%
|