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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
2,456
shares
|
$288,260
0.07% of portfolio
|
Q4 2024
Added 12.92%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
2,451
shares
|
$287,673
0.14% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
2,447
shares
|
$287,204
0.1% of portfolio
|
Q4 2024
Added 10.23%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,446
shares
|
$287,087
0.08% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
2,442
shares
|
$286,617
0.2% of portfolio
|
Q2 2024
Added 17.86%
|
|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
2,441
shares
|
$286,500
0.19% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,438
shares
|
$286,148
0.06% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
2,438
shares
|
$286,148
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
2,433
shares
|
$285,561
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,425
shares
|
$284,622
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,425
shares
|
$284,622
0.35% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,422
shares
|
$284,270
0.09% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,414
shares
|
$283,331
0.04% of portfolio
|
Q4 2024
Added 2017.54%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
2,408
shares
|
$282,626
0.2% of portfolio
|
Q4 2024
Reduced 33.96%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
2,406
shares
|
$282,392
0.06% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
2,405
shares
|
$282,274
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
2,400
shares
|
$281,688
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,399
shares
|
$281,570
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,396
shares
|
$281,218
0.14% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,391
shares
|
$280,631
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
2,388
shares
|
$280,279
0.08% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
2,387
shares
|
$280,162
0.14% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
2,384
shares
|
$279,810
0.14% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,380
shares
|
$279,340
0.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
2,380
shares
|
$279,340
0.07% of portfolio
|
Q4 2024
New holding
|