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 2,823 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 $58.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
565
shares
|
$61,347
0.03% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
564
shares
|
$61,239
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
559
shares
|
$60,696
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
559
shares
|
$60,696
0.01% of portfolio
|
Q4 2024
Reduced 15.17%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
550
shares
|
$59,719
0.02% of portfolio
|
Q4 2024
Reduced 31.25%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$59,067
0.01% of portfolio
|
Q3 2022
Added 504.44%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
531
shares
|
$57,655
0.01% of portfolio
|
Q4 2024
Added 293.33%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
513
shares
|
$55,701
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
502
shares
|
$54,507
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
500
shares
|
$54,290
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
496
shares
|
$53,855
0.01% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
496
shares
|
$53,855
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
495
shares
|
$53,747
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$53,638
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$52,335
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
480
shares
|
$52,118
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
479
shares
|
$52,009
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
474
shares
|
$51,466
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
474
shares
|
$51,466
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
468
shares
|
$50,815
0.02% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
455
shares
|
$49,403
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
451
shares
|
$48,969
0.01% of portfolio
|
Q4 2024
Added 784.31%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
444
shares
|
$48,209
0.03% of portfolio
|
Q4 2023
Added 1544.44%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
411
shares
|
$44,626
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
410
shares
|
$44,517
0.09% of portfolio
|
Q4 2024
Reduced 8.07%
|