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 |
|---|---|---|---|---|---|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
270
shares
|
$27,226
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
268
shares
|
$27,025
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Feb 12, 2025 Q4 2024 |
263
shares
|
$26,520
0.02% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
260
shares
|
$26,218
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Peoples Financial Services Corp.
|
Apr 30, 2025 Q1 2025 |
250
shares
|
$25,210
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
249
shares
|
$25,109
0.02% of portfolio
|
Q1 2025
Added 105.79%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
247
shares
|
$24,907
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
239
shares
|
$24,100
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
237
shares
|
$23,899
0.02% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
235
shares
|
$23,697
0.01% of portfolio
|
Q3 2024
Reduced 87.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
231
shares
|
$23,294
0.01% of portfolio
|
Q4 2023
Added 0.43%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
225
shares
|
$22,689
0.01% of portfolio
|
Q4 2023
Added 294.74%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
219
shares
|
$22,083
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
212
shares
|
$21,378
0.01% of portfolio
|
Q4 2024
Added 25.44%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
210
shares
|
$21,176
0.02% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
210
shares
|
$21,176
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
208
shares
|
$20,974
0.0% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
204
shares
|
$20,571
0.0% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
204
shares
|
$20,571
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$20,168
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
193
shares
|
$19,462
0.01% of portfolio
|
Q2 2022
Added 264.15%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
193
shares
|
$19,462
0.01% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
192
shares
|
$19,361
0.01% of portfolio
|
Q3 2024
Added 134.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
187
shares
|
$18,857
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
186
shares
|
$18,756
0.01% of portfolio
|
Q4 2024
Added 20.0%
|