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 2,819 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
2,105
shares
|
$212,268
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
2,098
shares
|
$211,562
0.1% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,090
shares
|
$210,755
0.07% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
2,089
shares
|
$210,654
0.02% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
2,087
shares
|
$210,453
0.06% of portfolio
|
Q1 2025
Added 12.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,086
shares
|
$210,352
0.02% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,085
shares
|
$210,251
0.06% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
2,085
shares
|
$210,251
0.12% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
2,080
shares
|
$209,747
0.17% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
2,079
shares
|
$209,646
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
2,072
shares
|
$208,940
0.06% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
2,072
shares
|
$208,940
0.02% of portfolio
|
Q1 2025
Reduced 8.36%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
2,072
shares
|
$208,940
0.19% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
2,071
shares
|
$208,839
0.06% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
2,063
shares
|
$208,032
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cardinal Strategic Wealth Guidance
|
Jan 29, 2025 Q4 2024 |
2,061
shares
|
$207,831
0.08% of portfolio
|
Q4 2024
Added 114.91%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
2,054
shares
|
$207,125
0.09% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
2,052
shares
|
$206,923
0.04% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
2,051
shares
|
$206,822
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Tenon Financial LLC
Metuchen, NJ |
Apr 16, 2025 Q1 2025 |
2,040
shares
|
$205,713
0.13% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
2,027
shares
|
$204,402
0.18% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
2,024
shares
|
$204,100
0.15% of portfolio
|
Q4 2024
Reduced 7.03%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,020
shares
|
$203,696
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
2,017
shares
|
$203,394
0.07% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,017
shares
|
$203,394
0.13% of portfolio
|
Q2 2024
Reduced 95.02%
|