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 |
|---|---|---|---|---|---|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,818
shares
|
$183,327
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
1,805
shares
|
$182,016
0.26% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
1,802
shares
|
$181,713
0.05% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,800
shares
|
$181,512
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
1,798
shares
|
$181,310
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
1,783
shares
|
$179,797
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
1,779
shares
|
$179,394
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,778
shares
|
$179,293
0.18% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
1,776
shares
|
$179,091
0.08% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,754
shares
|
$176,873
0.09% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$174,453
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,715
shares
|
$172,940
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,703
shares
|
$171,730
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,703
shares
|
$171,730
0.18% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Apr 01, 2025 Q4 2024 |
1,700
shares
|
$171,428
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,675
shares
|
$168,907
0.08% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,666
shares
|
$167,999
0.05% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
1,633
shares
|
$164,671
0.11% of portfolio
|
Q1 2024
Added 5.83%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
1,633
shares
|
$164,671
0.03% of portfolio
|
Q4 2024
Added 71.89%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,628
shares
|
$164,167
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,618
shares
|
$163,159
0.12% of portfolio
|
Q2 2024
Added 78.78%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Feb 12, 2025 Q4 2024 |
1,590
shares
|
$160,335
0.14% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
1,554
shares
|
$156,705
0.01% of portfolio
|
Q4 2024
Added 28.86%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,545
shares
|
$155,797
0.08% of portfolio
|
Q1 2024
Added 18.39%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
1,541
shares
|
$155,394
0.0% of portfolio
|
Q4 2024
Added 123.66%
|