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 2,828 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 $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
64,638
shares
|
$6.33 Million
1.5% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
64,627
shares
|
$6.33 Million
1.15% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,399
shares
|
$6.3 Million
0.25% of portfolio
|
Q3 2023
Added 252.43%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Apr 03, 2025 Q1 2025 |
64,309
shares
|
$6.3 Million
3.68% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
64,294
shares
|
$6.29 Million
0.57% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Noesis Capital Mangement Corp
|
Feb 05, 2025 Q4 2024 |
64,255
shares
|
$6.29 Million
1.41% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
64,013
shares
|
$6.27 Million
9.47% of portfolio
|
Q1 2025
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
63,980
shares
|
$6.26 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
63,916
shares
|
$6.26 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
63,898
shares
|
$6.25 Million
0.66% of portfolio
|
Q4 2024
Added 101.21%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
63,783
shares
|
$6.24 Million
0.06% of portfolio
|
Q3 2022
Added 0.52%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
63,782
shares
|
$6.24 Million
1.8% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
63,672
shares
|
$6.23 Million
0.73% of portfolio
|
Q2 2023
Reduced 31.93%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
63,616
shares
|
$6.23 Million
0.83% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
63,541
shares
|
$6.22 Million
1.78% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
63,126
shares
|
$6.18 Million
0.53% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Moody National Bank Trust Division
|
Apr 04, 2025 Q1 2025 |
63,104
shares
|
$6.18 Million
0.71% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
62,957
shares
|
$6.16 Million
0.35% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
62,725
shares
|
$6.14 Million
0.34% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
62,583
shares
|
$6.13 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.01%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
62,502
shares
|
$6.12 Million
1.18% of portfolio
|
Q3 2022
Reduced 56.95%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
62,478
shares
|
$6.12 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
62,455
shares
|
$6.11 Million
9.91% of portfolio
|
Q1 2025
Added 2215.72%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
61,578
shares
|
$6.03 Million
5.43% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
61,553
shares
|
$6.03 Million
1.41% of portfolio
|
Q4 2024
Added 2.74%
|