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 |
|---|---|---|---|---|---|
|
Poehling Capital Management, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
3,393
shares
|
$383,273
0.1% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
3,388
shares
|
$382,708
0.02% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$382,482
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,380
shares
|
$381,804
0.04% of portfolio
|
Q4 2024
Added 49.23%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,374
shares
|
$381,127
0.13% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,371
shares
|
$380,788
0.06% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$379,432
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
3,356
shares
|
$379,093
0.01% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,353
shares
|
$378,754
0.01% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
3,353
shares
|
$378,754
0.15% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
3,347
shares
|
$378,077
0.18% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,339
shares
|
$377,173
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,336
shares
|
$376,834
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3,313
shares
|
$374,236
0.3% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
3,306
shares
|
$373,445
0.19% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,302
shares
|
$372,993
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,294
shares
|
$372,090
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,273
shares
|
$369,718
0.28% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
3,270
shares
|
$369,379
0.34% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,269
shares
|
$369,266
0.04% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
3,268
shares
|
$369,153
0.1% of portfolio
|
Q4 2024
Reduced 89.26%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
3,263
shares
|
$368,588
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
3,256
shares
|
$367,797
0.07% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,254
shares
|
$367,571
0.03% of portfolio
|
Q1 2024
Reduced 1.51%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
3,254
shares
|
$367,571
0.02% of portfolio
|
Q3 2024
New holding
|