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 |
|---|---|---|---|---|---|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
2,697
shares
|
$316,546
0.41% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,697
shares
|
$316,546
0.07% of portfolio
|
Q1 2024
Added 27.04%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
2,692
shares
|
$315,960
0.05% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
2,688
shares
|
$315,490
0.1% of portfolio
|
Q4 2024
Added 5.66%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
2,675
shares
|
$313,964
0.09% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
2,674
shares
|
$313,847
0.09% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Kendall Capital Management
|
Feb 07, 2025 Q4 2024 |
2,669
shares
|
$313,260
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
2,667
shares
|
$313,025
0.28% of portfolio
|
Q4 2023
Added 3.75%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
2,664
shares
|
$312,673
0.07% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
2,664
shares
|
$312,673
0.18% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,658
shares
|
$311,969
0.04% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
2,650
shares
|
$311,030
0.19% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,648
shares
|
$310,795
0.18% of portfolio
|
Q1 2023
Added 2.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
2,637
shares
|
$309,504
0.01% of portfolio
|
Q4 2024
Reduced 46.35%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
2,635
shares
|
$309,269
0.07% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Stiles Financial Services Inc
|
Jan 28, 2025 Q4 2024 |
2,627
shares
|
$308,330
0.11% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
2,625
shares
|
$308,096
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
2,619
shares
|
$307,392
0.15% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,612
shares
|
$306,570
0.21% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
2,611
shares
|
$306,453
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
2,602
shares
|
$305,396
0.12% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
2,601
shares
|
$305,279
0.05% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
2,595
shares
|
$304,575
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
2,593
shares
|
$304,340
0.03% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
2,587
shares
|
$303,636
0.08% of portfolio
|
Q4 2024
Added 0.43%
|