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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
19,853
shares
|
$1.98 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
19,825
shares
|
$1.98 Million
0.19% of portfolio
|
Q3 2022
Reduced 9.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
19,746
shares
|
$1.97 Million
0.05% of portfolio
|
Q4 2024
Added 26.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
19,714
shares
|
$1.97 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.77%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
19,696
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Harbour Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
19,673
shares
|
$1.96 Million
0.52% of portfolio
|
Q1 2025
Added 10.75%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
19,665
shares
|
$1.96 Million
0.13% of portfolio
|
Q4 2024
Reduced 31.51%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
19,522
shares
|
$1.95 Million
1.33% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
19,467
shares
|
$1.94 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
19,299
shares
|
$1.93 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
19,280
shares
|
$1.92 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
19,243
shares
|
$1.92 Million
0.22% of portfolio
|
Q1 2025
Added 1.16%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
19,174
shares
|
$1.91 Million
0.12% of portfolio
|
Q4 2024
Added 13.13%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
19,173
shares
|
$1.91 Million
0.71% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
19,164
shares
|
$1.91 Million
1.26% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Feb 13, 2025 Q4 2024 |
19,102
shares
|
$1.91 Million
1.57% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
19,084
shares
|
$1.91 Million
0.09% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
19,034
shares
|
$1.9 Million
0.05% of portfolio
|
Q1 2024
Reduced 86.1%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
19,002
shares
|
$1.9 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
18,950
shares
|
$1.89 Million
0.54% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Tilson Financial Group, Inc.
New Providence, NJ |
Feb 07, 2025 Q4 2024 |
18,944
shares
|
$1.89 Million
0.89% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
18,937
shares
|
$1.89 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,889
shares
|
$1.89 Million
0.33% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
18,862
shares
|
$1.88 Million
0.57% of portfolio
|
Q1 2025
Reduced 50.61%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,822
shares
|
$1.88 Million
1.8% of portfolio
|
Q4 2024
Added 0.77%
|