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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,994
shares
|
$351,405
0.03% of portfolio
|
Q4 2024
Added 29.95%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
2,991
shares
|
$351,053
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,976
shares
|
$349,293
0.24% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$348,588
0.18% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,970
shares
|
$348,588
0.17% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Jan 22, 2025 Q4 2024 |
2,967
shares
|
$348,236
0.23% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
2,958
shares
|
$347,180
0.03% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
2,953
shares
|
$346,593
0.03% of portfolio
|
Q4 2023
Added 33.98%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
2,946
shares
|
$345,772
0.04% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,934
shares
|
$344,363
0.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
2,930
shares
|
$343,894
0.1% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,928
shares
|
$343,659
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,926
shares
|
$343,424
0.1% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
2,924
shares
|
$343,189
0.06% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
2,906
shares
|
$341,077
0.02% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
2,904
shares
|
$340,842
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
2,901
shares
|
$340,490
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
2,881
shares
|
$338,142
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Insight Inv LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
2,876
shares
|
$337,556
0.23% of portfolio
|
Q4 2024
Added 3026.09%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
2,874
shares
|
$337,321
0.11% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,874
shares
|
$337,321
0.11% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,867
shares
|
$336,499
0.02% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Newport Capital Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,865
shares
|
$336,265
0.24% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
2,859
shares
|
$335,560
0.19% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
2,853
shares
|
$334,856
0.07% of portfolio
|
Q4 2024
New holding
|