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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
3,519
shares
|
$397,506
0.11% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,511
shares
|
$396,602
0.14% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
3,503
shares
|
$395,698
0.08% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Feb 10, 2025 Q4 2024 |
3,496
shares
|
$394,908
0.27% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
3,494
shares
|
$394,682
0.19% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
3,484
shares
|
$393,552
0.28% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
3,478
shares
|
$392,874
0.15% of portfolio
|
Q4 2024
Added 19.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
3,472
shares
|
$392,197
0.19% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
3,471
shares
|
$392,084
0.1% of portfolio
|
Q4 2024
Reduced 16.9%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
3,470
shares
|
$391,971
0.02% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
3,462
shares
|
$391,067
0.36% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
3,457
shares
|
$390,502
0.01% of portfolio
|
Q4 2024
Reduced 63.84%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,440
shares
|
$388,582
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
3,436
shares
|
$388,130
0.17% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
3,436
shares
|
$388,130
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
3,430
shares
|
$387,452
0.07% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
3,428
shares
|
$387,226
0.04% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
3,419
shares
|
$386,210
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,417
shares
|
$385,984
0.02% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
3,406
shares
|
$384,741
0.04% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,402
shares
|
$384,289
0.01% of portfolio
|
Q4 2024
Added 8.93%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
3,401
shares
|
$384,176
0.08% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
3,400
shares
|
$384,064
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Feb 13, 2025 Q4 2024 |
3,396
shares
|
$383,612
0.13% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,395
shares
|
$383,499
0.24% of portfolio
|
Q4 2024
Added 0.35%
|