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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
4,074
shares
|
$460,199
0.21% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
4,051
shares
|
$457,600
0.18% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
4,048
shares
|
$457,262
0.26% of portfolio
|
Q3 2023
Added 46.3%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
4,048
shares
|
$457,262
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
4,039
shares
|
$456,245
0.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
4,034
shares
|
$455,680
0.21% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,025
shares
|
$454,664
0.33% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
4,022
shares
|
$454,325
0.11% of portfolio
|
Q3 2024
Added 90.98%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
4,018
shares
|
$453,873
0.15% of portfolio
|
Q3 2024
Reduced 20.39%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,011
shares
|
$453,082
0.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
4,011
shares
|
$453,082
0.13% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$451,840
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
3,999
shares
|
$451,727
0.43% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
3,971
shares
|
$448,564
0.04% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
3,945
shares
|
$445,627
0.15% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,941
shares
|
$445,175
0.13% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
3,924
shares
|
$443,255
0.08% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,917
shares
|
$442,464
0.03% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
3,916
shares
|
$442,351
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$442,351
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
3,912
shares
|
$441,899
0.04% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$441,560
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
3,908
shares
|
$441,447
0.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
3,908
shares
|
$441,447
0.3% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,906
shares
|
$441,221
0.09% of portfolio
|
Q4 2024
Reduced 7.44%
|