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 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%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
91
shares
|
$9,176
0.0% of portfolio
|
Q1 2025
Reduced 69.26%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
86
shares
|
$8,672
0.01% of portfolio
|
Q2 2024
Added 177.42%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
86
shares
|
$8,672
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
81
shares
|
$8,168
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
79
shares
|
$7,966
0.0% of portfolio
|
Q1 2025
Reduced 44.76%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
79
shares
|
$7,966
0.0% of portfolio
|
Q2 2024
Added 51.92%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
78
shares
|
$7,865
0.01% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
78
shares
|
$7,865
0.01% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
75
shares
|
$7,563
0.0% of portfolio
|
Q4 2023
Reduced 66.67%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
75
shares
|
$7,563
0.0% of portfolio
|
Q3 2024
Reduced 23.47%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
74
shares
|
$7,462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
69
shares
|
$6,957
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
68
shares
|
$6,857
0.01% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Feb 13, 2025 Q4 2024 |
67
shares
|
$6,756
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
65
shares
|
$6,554
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
63
shares
|
$6,352
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
60
shares
|
$6,050
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
55
shares
|
$5,546
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
55
shares
|
$5,546
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,445
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
50
shares
|
$5,042
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
50
shares
|
$5,042
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$4,638
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|