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 2,834 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 $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,636
shares
|
$174,332
0.02% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,633
shares
|
$174,012
0.11% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,633
shares
|
$174,012
0.04% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
1,633
shares
|
$174,012
0.06% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,628
shares
|
$173,479
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,618
shares
|
$172,414
0.12% of portfolio
|
Q2 2024
Added 78.78%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
1,590
shares
|
$169,430
0.14% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
1,554
shares
|
$165,594
0.01% of portfolio
|
Q4 2024
Added 28.86%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
1,545
shares
|
$164,635
0.09% of portfolio
|
Q1 2024
Added 18.39%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
1,541
shares
|
$164,208
0.0% of portfolio
|
Q4 2024
Added 123.66%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,495
shares
|
$159,307
0.01% of portfolio
|
Q1 2024
Added 162.28%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
1,472
shares
|
$156,856
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
1,434
shares
|
$152,807
0.06% of portfolio
|
Q3 2024
Reduced 32.49%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,403
shares
|
$149,503
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
1,389
shares
|
$148,011
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,380
shares
|
$147,052
0.05% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,366
shares
|
$145,560
0.01% of portfolio
|
Q3 2023
Reduced 59.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
1,348
shares
|
$143,642
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,344
shares
|
$143,216
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,339
shares
|
$142,683
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
1,338
shares
|
$142,577
0.01% of portfolio
|
Q2 2024
Added 3.56%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
1,324
shares
|
$141,085
0.04% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,305
shares
|
$139,060
0.02% of portfolio
|
Q2 2023
Added 14.47%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,298
shares
|
$138,314
0.05% of portfolio
|
Q3 2024
Added 49.88%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,290
shares
|
$137,462
0.07% of portfolio
|
Q2 2022
Reduced 7.79%
|