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 2,606 institutions that hold shares in the stock, with a total of 501 Million shares, which have been reported (via 13F filing form) to have a value of $59.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,915
shares
|
$585,229
0.02% of portfolio
|
Q2 2024
Reduced 10.74%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
4,910
shares
|
$584,633
0.13% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,909
shares
|
$584,514
0.17% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
4,907
shares
|
$584,276
0.2% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
4,898
shares
|
$583,204
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
4,888
shares
|
$582,014
0.02% of portfolio
|
Q3 2024
Added 16.38%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$579,751
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
ETF Store, Inc.
|
Nov 07, 2024 Q3 2024 |
4,863
shares
|
$579,037
0.6% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,845
shares
|
$576,894
0.12% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
4,837
shares
|
$575,941
0.25% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,824
shares
|
$574,393
0.77% of portfolio
|
Q1 2024
Reduced 39.88%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,820
shares
|
$573,917
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
4,809
shares
|
$572,607
0.27% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,781
shares
|
$569,273
0.1% of portfolio
|
Q3 2024
Added 134.82%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,779
shares
|
$569,035
0.1% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
4,777
shares
|
$568,797
0.02% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
4,775
shares
|
$568,559
0.26% of portfolio
|
Q3 2024
Added 26.46%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
4,769
shares
|
$567,844
0.87% of portfolio
|
Q3 2024
Added 99.12%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
4,755
shares
|
$566,177
0.08% of portfolio
|
Q3 2024
Reduced 9.0%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
4,754
shares
|
$566,058
0.05% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
4,744
shares
|
$564,868
0.05% of portfolio
|
Q3 2024
Reduced 19.48%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
4,740
shares
|
$564,391
0.02% of portfolio
|
Q4 2024
Reduced 50.49%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
4,739
shares
|
$564,272
0.19% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Nov 05, 2024 Q3 2024 |
4,735
shares
|
$563,796
0.23% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
4,733
shares
|
$563,558
0.21% of portfolio
|
Q3 2024
Reduced 4.81%
|