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 |
|---|---|---|---|---|---|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
18,048
shares
|
$1.8 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
18,041
shares
|
$1.8 Million
0.19% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
17,908
shares
|
$1.79 Million
0.87% of portfolio
|
Q1 2024
Added 32.44%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
17,861
shares
|
$1.78 Million
0.15% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
17,859
shares
|
$1.78 Million
0.11% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
17,798
shares
|
$1.78 Million
0.1% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
17,796
shares
|
$1.78 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
17,791
shares
|
$1.78 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
17,728
shares
|
$1.77 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
17,687
shares
|
$1.77 Million
1.85% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
17,684
shares
|
$1.77 Million
1.02% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
17,673
shares
|
$1.76 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.07%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
17,661
shares
|
$1.76 Million
0.36% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
17,631
shares
|
$1.76 Million
0.24% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
17,611
shares
|
$1.76 Million
0.65% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
17,543
shares
|
$1.75 Million
0.08% of portfolio
|
Q4 2024
Added 41.83%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
17,441
shares
|
$1.74 Million
0.7% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,435
shares
|
$1.74 Million
0.28% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
17,408
shares
|
$1.74 Million
0.3% of portfolio
|
Q1 2023
Reduced 14.8%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
17,381
shares
|
$1.74 Million
1.67% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Macroview Investment Management LLC
|
Jan 31, 2025 Q4 2024 |
17,333
shares
|
$1.73 Million
2.11% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
17,304
shares
|
$1.73 Million
0.49% of portfolio
|
Q4 2022
Added 2.7%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
17,293
shares
|
$1.73 Million
0.82% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Rex Capital Advisors, LLC
Providence, RI |
Feb 13, 2023 Q4 2022 |
17,283
shares
|
$1.73 Million
1.07% of portfolio
|
Q4 2022
New holding
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
17,251
shares
|
$1.72 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.62%
|