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 |
---|---|---|---|---|---|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
3,107
shares
|
$364,668
0.19% of portfolio
|
Q4 2024
New holding
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
3,094
shares
|
$363,142
0.1% of portfolio
|
Q4 2024
Added 5.35%
|
|
Horizon Investment Services, LLC
Hammond, IN |
Feb 12, 2025 Q4 2024 |
3,093
shares
|
$363,025
0.15% of portfolio
|
Q4 2024
Reduced 25.63%
|
|
Upper Left Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
3,088
shares
|
$362,438
0.32% of portfolio
|
Q4 2024
Added 20.2%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
3,084
shares
|
$361,969
0.13% of portfolio
|
Q4 2024
Added 6.86%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
3,074
shares
|
$360,795
0.22% of portfolio
|
Q4 2024
New holding
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
3,073
shares
|
$360,678
0.05% of portfolio
|
Q3 2024
Added 3.26%
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
3,061
shares
|
$359,269
0.22% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,060
shares
|
$359,152
0.1% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,060
shares
|
$359,152
0.18% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
3,055
shares
|
$358,565
0.03% of portfolio
|
Q3 2024
Added 13.11%
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
3,051
shares
|
$358,095
0.07% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
3,047
shares
|
$357,626
0.11% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
3,042
shares
|
$357,039
0.18% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
3,039
shares
|
$356,687
0.1% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
3,024
shares
|
$354,926
0.08% of portfolio
|
Q4 2024
Added 0.2%
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
3,021
shares
|
$354,574
0.11% of portfolio
|
Q4 2024
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,019
shares
|
$354,340
0.04% of portfolio
|
Q4 2024
Added 33.94%
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
3,008
shares
|
$353,048
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
Selway Asset Management
Boise, ID |
Feb 13, 2025 Q4 2024 |
3,000
shares
|
$352,110
0.14% of portfolio
|
Q2 2022
New holding
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,999
shares
|
$351,992
0.02% of portfolio
|
Q4 2024
New holding
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,996
shares
|
$351,640
0.0% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
2,996
shares
|
$351,640
0.34% of portfolio
|
Q4 2024
New holding
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
2,995
shares
|
$351,523
0.01% of portfolio
|
Q4 2024
Added 18.24%
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,994
shares
|
$351,405
0.04% of portfolio
|
Q4 2024
Added 1.18%
|