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 |
|---|---|---|---|---|---|
|
Cambridge Associates LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
20,598
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 63.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
20,568
shares
|
$2.05 Million
0.74% of portfolio
|
Q2 2022
Reduced 4.28%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
20,486
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Round Angle Advisors LLC
Red Bank, NJ |
Jan 16, 2025 Q4 2024 |
20,476
shares
|
$2.04 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
20,449
shares
|
$2.04 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
20,449
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
20,426
shares
|
$2.04 Million
1.58% of portfolio
|
Q4 2024
Added 23.26%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
20,410
shares
|
$2.04 Million
1.02% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
20,407
shares
|
$2.04 Million
1.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
20,384
shares
|
$2.04 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
20,344
shares
|
$2.03 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.56%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
20,328
shares
|
$2.03 Million
0.23% of portfolio
|
Q1 2025
Reduced 51.68%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
20,327
shares
|
$2.03 Million
0.85% of portfolio
|
Q1 2025
Added 64.22%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
20,263
shares
|
$2.02 Million
0.9% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
20,198
shares
|
$2.02 Million
0.72% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Lockerman Financial Group, Inc.
|
Apr 17, 2025 Q1 2025 |
20,098
shares
|
$2.01 Million
3.4% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
20,058
shares
|
$2 Million
0.69% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
20,057
shares
|
$2 Million
0.95% of portfolio
|
Q1 2025
Added 18.23%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
20,009
shares
|
$2 Million
0.65% of portfolio
|
Q1 2025
Reduced 54.63%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
19,984
shares
|
$2 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
19,984
shares
|
$2 Million
0.33% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
19,959
shares
|
$1.99 Million
0.43% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
19,939
shares
|
$1.99 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
19,891
shares
|
$1.99 Million
0.21% of portfolio
|
Q4 2024
Added 175.88%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
19,854
shares
|
$1.98 Million
1.0% of portfolio
|
Q1 2025
Reduced 0.38%
|