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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
51,161
shares
|
$5.01 Million
3.16% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
51,036
shares
|
$5 Million
0.98% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
50,932
shares
|
$4.99 Million
0.3% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
50,873
shares
|
$4.98 Million
0.09% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
50,832
shares
|
$4.98 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
50,817
shares
|
$4.97 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
50,814
shares
|
$4.97 Million
0.79% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
50,800
shares
|
$4.97 Million
0.64% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
50,760
shares
|
$4.97 Million
0.45% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
50,540
shares
|
$4.95 Million
0.53% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
50,461
shares
|
$4.94 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
50,406
shares
|
$4.93 Million
4.48% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
50,369
shares
|
$4.93 Million
0.44% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
50,245
shares
|
$4.92 Million
0.21% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
50,180
shares
|
$4.91 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.33%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
50,169
shares
|
$4.91 Million
1.52% of portfolio
|
Q4 2024
Added 113.81%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
50,067
shares
|
$4.9 Million
0.84% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
49,881
shares
|
$4.88 Million
1.01% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
49,838
shares
|
$4.88 Million
0.51% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
49,834
shares
|
$4.88 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
49,787
shares
|
$4.87 Million
0.01% of portfolio
|
Q4 2024
Added 21.18%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
49,786
shares
|
$4.87 Million
0.59% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
49,764
shares
|
$4.87 Million
3.49% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
49,479
shares
|
$4.84 Million
4.31% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
49,445
shares
|
$4.84 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.2%
|