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 |
|---|---|---|---|---|---|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
23,688
shares
|
$2.37 Million
1.22% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
23,686
shares
|
$2.36 Million
0.37% of portfolio
|
Q1 2025
Reduced 57.95%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
23,562
shares
|
$2.35 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
23,545
shares
|
$2.35 Million
0.19% of portfolio
|
Q4 2024
Added 32.07%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
23,487
shares
|
$2.34 Million
0.8% of portfolio
|
Q4 2024
Reduced 57.06%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
23,428
shares
|
$2.34 Million
0.26% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
23,332
shares
|
$2.33 Million
2.15% of portfolio
|
Q4 2022
Reduced 14.56%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,312
shares
|
$2.33 Million
0.52% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
360 Financial, Inc.
|
Feb 13, 2025 Q4 2024 |
23,262
shares
|
$2.32 Million
0.09% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
23,246
shares
|
$2.32 Million
0.33% of portfolio
|
Q4 2024
Added 27.01%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
23,234
shares
|
$2.32 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
23,150
shares
|
$2.31 Million
1.52% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
1248 Management, LLC
Kansas City, MO |
Feb 14, 2025 Q4 2024 |
23,128
shares
|
$2.31 Million
1.15% of portfolio
|
Q4 2024
New holding
|
|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
23,100
shares
|
$2.31 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
23,080
shares
|
$2.3 Million
1.55% of portfolio
|
Q4 2024
Added 6.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
23,059
shares
|
$2.3 Million
0.44% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
23,058
shares
|
$2.3 Million
0.31% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
23,034
shares
|
$2.3 Million
0.86% of portfolio
|
Q1 2025
Added 460580.0%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
23,033
shares
|
$2.3 Million
2.66% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
23,000
shares
|
$2.3 Million
0.95% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
22,965
shares
|
$2.29 Million
0.89% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
22,955
shares
|
$2.29 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
22,864
shares
|
$2.28 Million
1.84% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
22,825
shares
|
$2.28 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
22,797
shares
|
$2.28 Million
2.77% of portfolio
|
Q3 2024
Added 1.89%
|