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 2,829 institutions that hold shares in the stock, with a total of 538 Million shares, which have been reported (via 13F filing form) to have a value of $52.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
83,273
shares
|
$8.15 Million
0.36% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
83,230
shares
|
$8.15 Million
2.18% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
83,067
shares
|
$8.13 Million
0.39% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
82,773
shares
|
$8.1 Million
2.44% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
82,747
shares
|
$8.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
82,730
shares
|
$8.1 Million
2.88% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
82,551
shares
|
$8.08 Million
1.61% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
82,238
shares
|
$8.05 Million
0.33% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
82,123
shares
|
$8.04 Million
0.11% of portfolio
|
Q4 2024
Added 176.06%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
81,317
shares
|
$7.96 Million
0.32% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
80,909
shares
|
$7.92 Million
7.18% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
80,388
shares
|
$7.87 Million
5.38% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
80,330
shares
|
$7.86 Million
5.53% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
80,163
shares
|
$7.85 Million
1.01% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
79,830
shares
|
$7.81 Million
1.43% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
79,602
shares
|
$7.79 Million
5.2% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
79,358
shares
|
$7.77 Million
1.77% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
78,986
shares
|
$7.73 Million
4.29% of portfolio
|
Q4 2024
Added 244.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
78,944
shares
|
$7.73 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
78,154
shares
|
$7.65 Million
1.56% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
78,149
shares
|
$7.65 Million
0.15% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
78,132
shares
|
$7.65 Million
0.22% of portfolio
|
Q4 2024
Added 19.83%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
78,098
shares
|
$7.65 Million
2.7% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
77,932
shares
|
$7.63 Million
1.88% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
77,868
shares
|
$7.62 Million
7.18% of portfolio
|
Q4 2024
Added 3.61%
|