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 $56.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
5,796
shares
|
$610,724
0.23% of portfolio
|
Q4 2023
Added 59.23%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$609,670
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
5,783
shares
|
$609,354
0.16% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
5,781
shares
|
$609,143
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
5,781
shares
|
$609,143
0.26% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
5,780
shares
|
$609,038
0.47% of portfolio
|
Q4 2024
Reduced 79.69%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
5,778
shares
|
$608,827
0.05% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
5,761
shares
|
$607,036
0.34% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
5,737
shares
|
$604,507
0.14% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
5,721
shares
|
$602,821
0.31% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
5,719
shares
|
$602,611
0.04% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
5,702
shares
|
$600,819
0.22% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
5,698
shares
|
$600,398
0.02% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
5,697
shares
|
$600,292
0.0% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,676
shares
|
$598,080
0.11% of portfolio
|
Q4 2024
Added 37.7%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,675
shares
|
$597,974
0.01% of portfolio
|
Q4 2024
Reduced 59.66%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,672
shares
|
$597,658
0.11% of portfolio
|
Q1 2024
Added 1.79%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,670
shares
|
$597,447
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
5,670
shares
|
$597,447
0.12% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
5,670
shares
|
$597,447
0.1% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
5,661
shares
|
$596,499
0.23% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,643
shares
|
$594,602
0.25% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
5,635
shares
|
$593,759
0.41% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$593,654
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$593,654
0.05% of portfolio
|
Q4 2024
New holding
|