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 2,798 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 $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
2,282
shares
|
$267,199
0.07% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,281
shares
|
$267,082
0.09% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
2,264
shares
|
$265,091
0.09% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,261
shares
|
$264,740
0.02% of portfolio
|
Q4 2024
Added 14.71%
|
|
|
Gimbal Financial
Carmel, IN |
Jan 31, 2025 Q4 2024 |
2,258
shares
|
$264,389
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,250
shares
|
$263,452
0.05% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,245
shares
|
$262,867
0.26% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,245
shares
|
$262,867
0.13% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
2,243
shares
|
$262,632
0.06% of portfolio
|
Q4 2023
Reduced 10.74%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,241
shares
|
$262,398
0.07% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
2,238
shares
|
$262,047
0.15% of portfolio
|
Q3 2024
Added 7.18%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
2,236
shares
|
$261,813
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
2,234
shares
|
$261,579
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
2,230
shares
|
$261,110
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,227
shares
|
$260,759
0.35% of portfolio
|
Q2 2022
Reduced 37.72%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
2,226
shares
|
$260,642
0.03% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,219
shares
|
$259,822
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
2,210
shares
|
$258,768
0.07% of portfolio
|
Q1 2024
Added 5.57%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Feb 12, 2025 Q4 2024 |
2,204
shares
|
$258,066
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
2,201
shares
|
$257,715
0.12% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
2,197
shares
|
$257,246
0.08% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
2,189
shares
|
$256,310
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,182
shares
|
$255,490
0.04% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
2,173
shares
|
$254,436
0.16% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,171
shares
|
$254,202
0.06% of portfolio
|
Q4 2024
New holding
|