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 |
|---|---|---|---|---|---|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
32,316
shares
|
$3.23 Million
1.93% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Feb 14, 2025 Q4 2024 |
32,237
shares
|
$3.22 Million
1.66% of portfolio
|
Q4 2024
Added 94.37%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
32,198
shares
|
$3.21 Million
0.17% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
32,086
shares
|
$3.2 Million
2.25% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
32,063
shares
|
$3.2 Million
2.95% of portfolio
|
Q1 2025
Reduced 4.4%
|
|
|
Live Oak Investment Partners
Austin, TX |
Apr 23, 2025 Q1 2025 |
32,060
shares
|
$3.2 Million
2.73% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
32,012
shares
|
$3.2 Million
0.23% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
32,008
shares
|
$3.2 Million
0.64% of portfolio
|
Q4 2024
Reduced 21.09%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
31,984
shares
|
$3.19 Million
0.64% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
31,834
shares
|
$3.18 Million
0.63% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
31,829
shares
|
$3.18 Million
0.1% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
31,785
shares
|
$3.17 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
31,553
shares
|
$3.15 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,528
shares
|
$3.15 Million
0.22% of portfolio
|
Q4 2023
Reduced 34.87%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
31,384
shares
|
$3.13 Million
2.42% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
31,343
shares
|
$3.13 Million
0.62% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Aaf Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
31,330
shares
|
$3.13 Million
1.86% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
31,187
shares
|
$3.11 Million
0.23% of portfolio
|
Q4 2024
Added 21.77%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
31,125
shares
|
$3.11 Million
0.11% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
31,118
shares
|
$3.11 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.84%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
31,091
shares
|
$3.1 Million
0.32% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,049
shares
|
$3.1 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,014
shares
|
$3.1 Million
0.52% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,995
shares
|
$3.09 Million
0.44% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
30,974
shares
|
$3.09 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.58%
|