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 2,828 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 $55.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,114
shares
|
$220,363
0.16% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Pictet & Cie (Europe) Sa
|
Mar 05, 2025 Q4 2024 |
2,110
shares
|
$219,946
0.01% of portfolio
|
Q1 2024
Reduced 15.6%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
2,106
shares
|
$219,529
0.19% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
2,105
shares
|
$219,425
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
2,100
shares
|
$218,904
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
2,098
shares
|
$218,695
0.1% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
2,094
shares
|
$218,278
0.05% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 24, 2025 Q4 2024 |
2,091
shares
|
$217,965
0.05% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,090
shares
|
$217,861
0.07% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
2,089
shares
|
$217,757
0.02% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,086
shares
|
$217,444
0.02% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,085
shares
|
$217,340
0.06% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
2,085
shares
|
$217,340
0.13% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,080
shares
|
$216,819
0.13% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,079
shares
|
$216,714
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
2,072
shares
|
$215,985
0.19% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,063
shares
|
$215,047
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
2,061
shares
|
$214,838
0.08% of portfolio
|
Q4 2024
Added 114.91%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
2,054
shares
|
$214,108
0.1% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
2,052
shares
|
$213,900
0.04% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Jan 28, 2025 Q4 2024 |
2,034
shares
|
$212,024
0.15% of portfolio
|
Q4 2024
Reduced 26.33%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,027
shares
|
$211,294
0.18% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,026
shares
|
$211,190
0.01% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
2,024
shares
|
$210,981
0.15% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
2,023
shares
|
$210,877
0.23% of portfolio
|
Q4 2024
Reduced 0.2%
|