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 |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
4,011
shares
|
$477,589
0.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Nov 15, 2024 Q3 2024 |
4,011
shares
|
$477,589
0.33% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
4,006
shares
|
$476,994
0.06% of portfolio
|
Q3 2024
Reduced 28.08%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$476,280
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
3,999
shares
|
$476,160
0.43% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
3,988
shares
|
$474,851
0.14% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
3,941
shares
|
$469,254
0.13% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,935
shares
|
$468,540
0.13% of portfolio
|
Q2 2022
Reduced 17.16%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
3,922
shares
|
$466,992
0.04% of portfolio
|
Q3 2024
Added 85.17%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
3,917
shares
|
$466,397
0.03% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$466,278
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$465,444
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
3,906
shares
|
$465,087
0.09% of portfolio
|
Q4 2024
Reduced 7.44%
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
3,905
shares
|
$464,968
0.27% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
3,897
shares
|
$464,015
0.36% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Nov 13, 2024 Q3 2024 |
3,886
shares
|
$462,706
0.29% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
3,884
shares
|
$462,467
0.44% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
3,883
shares
|
$462,348
0.08% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$461,277
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,862
shares
|
$459,848
0.4% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
3,850
shares
|
$458,419
0.08% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
3,847
shares
|
$458,062
0.12% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$455,442
0.01% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$455,323
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
3,813
shares
|
$454,013
0.04% of portfolio
|
Q1 2024
Reduced 24.57%
|