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 2,821 institutions that hold shares in the stock, with a total of 537 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 |
|---|---|---|---|---|---|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
40,830
shares
|
$4.08 Million
2.77% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
40,648
shares
|
$4.06 Million
0.16% of portfolio
|
Q1 2025
Added 160.85%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.05 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
40,614
shares
|
$4.05 Million
0.38% of portfolio
|
Q2 2023
Reduced 12.37%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
40,373
shares
|
$4.03 Million
1.21% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
40,300
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
40,239
shares
|
$4.02 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
40,133
shares
|
$4.01 Million
0.23% of portfolio
|
Q4 2024
Reduced 60.83%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
40,099
shares
|
$4 Million
0.38% of portfolio
|
Q1 2025
Reduced 16.2%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
40,009
shares
|
$3.99 Million
0.34% of portfolio
|
Q4 2024
Added 34.69%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
39,753
shares
|
$3.97 Million
1.43% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Boyd Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
39,665
shares
|
$3.96 Million
2.07% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
39,648
shares
|
$3.96 Million
0.13% of portfolio
|
Q4 2024
Added 14.44%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
39,562
shares
|
$3.95 Million
3.35% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
39,326
shares
|
$3.93 Million
2.48% of portfolio
|
Q1 2023
Added 45.08%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Feb 11, 2025 Q4 2024 |
39,243
shares
|
$3.92 Million
1.93% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
39,130
shares
|
$3.91 Million
0.29% of portfolio
|
Q4 2024
Added 65.2%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
38,898
shares
|
$3.88 Million
0.52% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
38,575
shares
|
$3.85 Million
2.12% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
38,435
shares
|
$3.84 Million
1.32% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Greenfield Savings Bank
|
Apr 10, 2025 Q1 2025 |
38,348
shares
|
$3.83 Million
1.97% of portfolio
|
Q1 2025
Reduced 6.53%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
37,999
shares
|
$3.79 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.39%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
37,867
shares
|
$3.78 Million
1.12% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
37,846
shares
|
$3.78 Million
0.07% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
37,775
shares
|
$3.77 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.51%
|