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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
30,964
shares
|
$3.09 Million
1.11% of portfolio
|
Q4 2024
Reduced 31.75%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
30,959
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Added 28.39%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
30,814
shares
|
$3.08 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30,803
shares
|
$3.08 Million
0.23% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
30,788
shares
|
$3.07 Million
0.3% of portfolio
|
Q2 2024
Added 73.36%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
Jan 31, 2025 Q4 2024 |
30,761
shares
|
$3.07 Million
2.13% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
30,743
shares
|
$3.07 Million
0.27% of portfolio
|
Q4 2024
Added 25.96%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
30,662
shares
|
$3.06 Million
0.21% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
30,637
shares
|
$3.06 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
30,587
shares
|
$3.05 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
30,571
shares
|
$3.05 Million
0.13% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
30,561
shares
|
$3.05 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,429
shares
|
$3.04 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
30,411
shares
|
$3.04 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
30,260
shares
|
$3.02 Million
0.08% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
30,254
shares
|
$3.02 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
30,184
shares
|
$3.01 Million
0.95% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
30,160
shares
|
$3.01 Million
0.36% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
30,156
shares
|
$3.01 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
30,094
shares
|
$3 Million
1.21% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
30,015
shares
|
$3 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
29,973
shares
|
$2.99 Million
0.21% of portfolio
|
Q1 2025
Reduced 18.15%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
29,946
shares
|
$2.99 Million
1.47% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
29,761
shares
|
$2.97 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.28%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
29,741
shares
|
$2.97 Million
1.24% of portfolio
|
Q4 2024
Added 1.34%
|