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 |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
3,395
shares
|
$404,242
0.24% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
3,393
shares
|
$404,004
0.1% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,390
shares
|
$403,647
0.01% of portfolio
|
Q3 2024
Reduced 16.09%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
3,388
shares
|
$403,409
0.08% of portfolio
|
Q3 2024
Added 2.79%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$403,171
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
3,380
shares
|
$402,456
0.04% of portfolio
|
Q4 2024
Added 49.23%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
3,371
shares
|
$401,384
0.06% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$399,956
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,353
shares
|
$399,241
0.01% of portfolio
|
Q4 2024
Reduced 3.79%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
3,353
shares
|
$399,241
0.15% of portfolio
|
Q3 2024
Reduced 18.06%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,339
shares
|
$397,574
0.03% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
3,336
shares
|
$397,217
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
3,320
shares
|
$395,312
0.07% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
3,314
shares
|
$394,597
0.2% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3,313
shares
|
$394,478
0.3% of portfolio
|
Q4 2024
Reduced 28.55%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
3,302
shares
|
$393,169
0.03% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
3,295
shares
|
$392,335
0.21% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,294
shares
|
$392,216
0.0% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
3,286
shares
|
$391,264
0.18% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
3,273
shares
|
$389,716
0.28% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,269
shares
|
$389,239
0.04% of portfolio
|
Q4 2024
Added 11.46%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 28, 2024 Q3 2024 |
3,269
shares
|
$389,239
0.33% of portfolio
|
Q2 2024
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
3,268
shares
|
$389,120
0.1% of portfolio
|
Q4 2024
Reduced 89.26%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
3,263
shares
|
$388,525
0.03% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
3,258
shares
|
$387,930
0.07% of portfolio
|
Q3 2024
Reduced 4.79%
|