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 |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
175
shares
|
$17,647
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
173
shares
|
$17,445
0.0% of portfolio
|
Q1 2025
Reduced 71.36%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
166
shares
|
$16,739
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
164
shares
|
$16,537
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
151
shares
|
$15,226
0.01% of portfolio
|
Q1 2025
Reduced 60.05%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
150
shares
|
$15,126
0.01% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
148
shares
|
$14,924
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
147
shares
|
$14,823
0.01% of portfolio
|
Q1 2024
Added 34.86%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
141
shares
|
$14,218
0.01% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
140
shares
|
$14,117
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
139
shares
|
$14,016
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
138
shares
|
$13,915
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
136
shares
|
$13,714
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
130
shares
|
$13,109
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
129
shares
|
$13,008
0.0% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
126
shares
|
$12,705
0.01% of portfolio
|
Q4 2024
Reduced 99.89%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$12,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
125
shares
|
$12,605
0.01% of portfolio
|
Q4 2024
Reduced 23.31%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
117
shares
|
$11,798
0.01% of portfolio
|
Q4 2024
Added 11600.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
111
shares
|
$11,193
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
111
shares
|
$11,193
0.01% of portfolio
|
Q3 2024
Reduced 69.25%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Feb 14, 2025 Q4 2024 |
109
shares
|
$10,991
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
95
shares
|
$9,579
0.01% of portfolio
|
Q4 2024
Reduced 60.25%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
95
shares
|
$9,579
0.0% of portfolio
|
Q1 2025
Reduced 29.63%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
95
shares
|
$9,579
0.01% of portfolio
|
Q2 2024
Reduced 11.21%
|