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 |
|---|---|---|---|---|---|
|
Trust CO Of The South
Greensboro, NC |
Apr 01, 2025 Q1 2025 |
1,939
shares
|
$195,528
0.04% of portfolio
|
Q4 2024
Reduced 22.56%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
1,938
shares
|
$195,427
0.11% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
1,935
shares
|
$195,125
0.07% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
1,929
shares
|
$194,520
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
1,925
shares
|
$194,117
0.12% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
1,917
shares
|
$193,310
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
1,915
shares
|
$193,108
0.1% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
1,914
shares
|
$193,007
0.01% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
1,910
shares
|
$192,604
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
1,907
shares
|
$192,301
0.14% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
1,885
shares
|
$190,083
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Tme Financial, Inc.
Huntington Beach, CA |
Feb 13, 2025 Q4 2024 |
1,880
shares
|
$189,579
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
1,878
shares
|
$189,377
0.08% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
1,876
shares
|
$189,175
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,875
shares
|
$189,075
0.01% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
1,853
shares
|
$186,856
0.02% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
1,840
shares
|
$185,545
0.03% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,835
shares
|
$185,041
0.29% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
1,832
shares
|
$184,738
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
1,830
shares
|
$184,537
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
1,828
shares
|
$184,335
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,825
shares
|
$184,033
0.09% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,823
shares
|
$183,831
0.11% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
1,821
shares
|
$183,629
0.03% of portfolio
|
Q4 2024
Reduced 17.08%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
1,820
shares
|
$183,528
0.03% of portfolio
|
Q4 2024
Added 0.78%
|