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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
3,240
shares
|
$380,278
0.04% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
3,233
shares
|
$379,457
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,232
shares
|
$379,339
0.02% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,227
shares
|
$378,752
0.18% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Terril Brothers, Inc.
|
Feb 05, 2025 Q4 2024 |
3,219
shares
|
$377,814
0.12% of portfolio
|
Q4 2024
Added 31.71%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,215
shares
|
$377,344
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
3,186
shares
|
$373,940
0.06% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
3,180
shares
|
$373,236
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
3,174
shares
|
$372,532
0.15% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
3,168
shares
|
$371,828
0.04% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
3,168
shares
|
$371,828
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,167
shares
|
$371,710
0.05% of portfolio
|
Q2 2023
Added 4.66%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
3,165
shares
|
$371,476
0.2% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
3,164
shares
|
$371,358
0.32% of portfolio
|
Q4 2024
Reduced 17.26%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,163
shares
|
$371,241
0.08% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
3,162
shares
|
$371,123
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,158
shares
|
$370,654
0.1% of portfolio
|
Q4 2023
Added 0.38%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
3,157
shares
|
$370,537
0.01% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
3,151
shares
|
$369,832
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,148
shares
|
$369,480
0.03% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
3,139
shares
|
$368,424
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,137
shares
|
$368,189
0.11% of portfolio
|
Q4 2024
Reduced 14.05%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
3,137
shares
|
$368,189
0.04% of portfolio
|
Q4 2024
Reduced 21.69%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,111
shares
|
$365,138
0.28% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
3,107
shares
|
$364,668
0.07% of portfolio
|
Q4 2024
Reduced 4.63%
|