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 |
|---|---|---|---|---|---|
|
Avondale Wealth Management
|
Jan 10, 2025 Q4 2024 |
2,441
shares
|
$290,649
0.19% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,438
shares
|
$290,292
0.06% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
2,437
shares
|
$290,173
0.01% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Nov 06, 2024 Q3 2024 |
2,431
shares
|
$289,459
0.12% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,425
shares
|
$288,744
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,425
shares
|
$288,744
0.35% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,422
shares
|
$288,387
0.09% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
2,419
shares
|
$288,030
0.1% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,418
shares
|
$287,911
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$287,673
0.12% of portfolio
|
Q3 2024
Reduced 9.38%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
2,405
shares
|
$286,363
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
2,400
shares
|
$285,768
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,396
shares
|
$285,291
0.14% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
2,391
shares
|
$284,696
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
2,387
shares
|
$284,220
0.14% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,386
shares
|
$284,101
0.2% of portfolio
|
Q3 2024
Reduced 91.33%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,380
shares
|
$283,386
0.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
2,367
shares
|
$281,838
0.26% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
2,361
shares
|
$281,124
0.14% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,359
shares
|
$280,886
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
West Bancorporation Inc
|
Jan 23, 2025 Q4 2024 |
2,356
shares
|
$280,528
0.18% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
2,351
shares
|
$279,933
0.04% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
2,348
shares
|
$279,576
0.1% of portfolio
|
Q2 2024
Added 21.28%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
2,347
shares
|
$279,457
0.08% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
2,343
shares
|
$278,981
0.1% of portfolio
|
Q4 2024
Added 0.43%
|