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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
29,698
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.01%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
29,602
shares
|
$2.96 Million
1.41% of portfolio
|
Q4 2024
Added 43.34%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
29,423
shares
|
$2.94 Million
1.58% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
29,261
shares
|
$2.92 Million
1.75% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
29,107
shares
|
$2.91 Million
1.76% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
29,047
shares
|
$2.9 Million
1.67% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Pennsylvania Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
29,033
shares
|
$2.9 Million
1.19% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
28,972
shares
|
$2.89 Million
1.08% of portfolio
|
Q1 2025
Reduced 15.55%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
28,876
shares
|
$2.88 Million
1.3% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
28,848
shares
|
$2.88 Million
2.38% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
28,839
shares
|
$2.88 Million
3.07% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
28,755
shares
|
$2.87 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
28,749
shares
|
$2.87 Million
1.76% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
28,682
shares
|
$2.86 Million
0.03% of portfolio
|
Q4 2024
Added 134.22%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
28,649
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
28,643
shares
|
$2.86 Million
0.46% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
28,506
shares
|
$2.85 Million
0.91% of portfolio
|
Q4 2024
Added 7.31%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
28,352
shares
|
$2.83 Million
1.96% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
28,100
shares
|
$2.81 Million
0.91% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$2.8 Million
8.7% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
28,045
shares
|
$2.8 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
28,007
shares
|
$2.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
28,003
shares
|
$2.8 Million
0.06% of portfolio
|
Q4 2024
Added 26.89%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
27,930
shares
|
$2.79 Million
0.22% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
27,844
shares
|
$2.78 Million
3.29% of portfolio
|
Q1 2025
Reduced 84.32%
|