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 |
|---|---|---|---|---|---|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
2,847
shares
|
$334,152
0.19% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,847
shares
|
$334,152
0.06% of portfolio
|
Q2 2023
Reduced 3.82%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,844
shares
|
$333,800
0.13% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,843
shares
|
$333,682
0.03% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,841
shares
|
$333,448
0.04% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
2,838
shares
|
$333,096
0.02% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
2,824
shares
|
$331,452
0.04% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,822
shares
|
$331,218
0.02% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
2,815
shares
|
$330,396
0.23% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Epiq Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,800
shares
|
$328,636
0.21% of portfolio
|
Q4 2024
Reduced 50.2%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
2,794
shares
|
$327,931
0.12% of portfolio
|
Q4 2024
Reduced 95.14%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,775
shares
|
$325,701
0.21% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Mayport, LLC
|
Feb 06, 2025 Q4 2024 |
2,771
shares
|
$325,232
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,756
shares
|
$323,471
0.02% of portfolio
|
Q3 2022
Reduced 6.77%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,740
shares
|
$321,593
0.01% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$321,593
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Feb 10, 2025 Q4 2024 |
2,740
shares
|
$321,593
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,736
shares
|
$321,124
0.02% of portfolio
|
Q4 2023
Added 56.65%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
2,734
shares
|
$320,889
0.16% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
2,733
shares
|
$320,772
0.12% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Feb 14, 2025 Q4 2024 |
2,732
shares
|
$320,654
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,720
shares
|
$319,246
0.25% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
2,710
shares
|
$318,072
0.03% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
2,710
shares
|
$318,072
0.11% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
2,710
shares
|
$318,072
0.05% of portfolio
|
Q4 2024
Added 1.88%
|