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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
4,287
shares
|
$510,453
0.11% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
4,285
shares
|
$510,214
0.22% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,285
shares
|
$510,214
0.04% of portfolio
|
Q4 2024
Added 10.24%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,282
shares
|
$509,857
0.01% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
4,276
shares
|
$509,143
0.14% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,276
shares
|
$509,143
0.24% of portfolio
|
Q4 2024
Added 42.96%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
4,276
shares
|
$509,143
0.27% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$507,952
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
4,250
shares
|
$506,047
0.04% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
4,249
shares
|
$505,928
0.11% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Fc Advisory LLC
|
Jan 07, 2025 Q4 2024 |
4,247
shares
|
$505,690
0.16% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,243
shares
|
$505,214
0.15% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
4,235
shares
|
$504,261
0.06% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
4,230
shares
|
$503,666
0.12% of portfolio
|
Q4 2024
Reduced 5.35%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
4,230
shares
|
$503,666
0.41% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$502,594
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Mitchell Capital Management CO
|
Nov 12, 2024 Q3 2024 |
4,220
shares
|
$502,475
0.09% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
4,219
shares
|
$502,356
0.06% of portfolio
|
Q4 2024
Reduced 7.92%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
4,207
shares
|
$500,927
0.06% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$500,689
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$499,974
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
4,192
shares
|
$499,141
0.03% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,177
shares
|
$497,355
0.11% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,166
shares
|
$496,045
0.18% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
4,159
shares
|
$495,212
0.21% of portfolio
|
Q3 2024
Added 33.73%
|