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 |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
33,909
shares
|
$3.39 Million
0.19% of portfolio
|
Q4 2024
Reduced 44.1%
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
33,902
shares
|
$3.38 Million
0.74% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
33,863
shares
|
$3.38 Million
0.47% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
33,818
shares
|
$3.38 Million
0.12% of portfolio
|
Q1 2025
Added 26.72%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
33,817
shares
|
$3.38 Million
0.16% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
33,752
shares
|
$3.37 Million
2.04% of portfolio
|
Q2 2022
Added 37.92%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
33,739
shares
|
$3.37 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
33,721
shares
|
$3.37 Million
1.39% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
33,686
shares
|
$3.36 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
33,650
shares
|
$3.36 Million
2.68% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
33,640
shares
|
$3.36 Million
0.21% of portfolio
|
Q4 2024
Added 240.49%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
33,631
shares
|
$3.36 Million
0.14% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Nepc LLC
Boston, MA |
Feb 18, 2025 Q4 2024 |
33,476
shares
|
$3.34 Million
0.1% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,440
shares
|
$3.34 Million
0.57% of portfolio
|
Q4 2024
Reduced 53.5%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
33,416
shares
|
$3.34 Million
1.75% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
33,352
shares
|
$3.33 Million
3.82% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Corundum Trust Company, Inc
Sioux Falls, SD |
Apr 24, 2025 Q1 2025 |
33,290
shares
|
$3.32 Million
10.03% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Apr 17, 2025 Q4 2024 |
33,278
shares
|
$3.32 Million
2.73% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
33,232
shares
|
$3.32 Million
1.57% of portfolio
|
Q4 2024
Added 9.03%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
33,029
shares
|
$3.3 Million
0.77% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
32,947
shares
|
$3.29 Million
0.09% of portfolio
|
Q4 2024
Added 55.35%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
32,903
shares
|
$3.29 Million
1.71% of portfolio
|
Q4 2023
Reduced 66.56%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
32,627
shares
|
$3.26 Million
0.12% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
32,453
shares
|
$3.24 Million
1.79% of portfolio
|
Q4 2024
Added 11.84%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
32,403
shares
|
$3.24 Million
0.7% of portfolio
|
Q1 2025
Added 206.44%
|