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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
17,223
shares
|
$1.72 Million
1.08% of portfolio
|
Q4 2024
Added 64.15%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
17,219
shares
|
$1.72 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
17,189
shares
|
$1.72 Million
0.59% of portfolio
|
Q1 2025
Reduced 27.19%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
17,182
shares
|
$1.72 Million
1.12% of portfolio
|
Q3 2023
Reduced 1.96%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
17,180
shares
|
$1.72 Million
0.14% of portfolio
|
Q3 2022
Added 16.39%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
17,180
shares
|
$1.72 Million
0.12% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
17,140
shares
|
$1.71 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
17,094
shares
|
$1.71 Million
0.74% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
17,078
shares
|
$1.71 Million
0.27% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
17,076
shares
|
$1.7 Million
0.37% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
17,073
shares
|
$1.7 Million
0.04% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
17,059
shares
|
$1.7 Million
1.61% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
17,019
shares
|
$1.7 Million
0.11% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
16,944
shares
|
$1.69 Million
0.6% of portfolio
|
Q4 2024
Reduced 77.74%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
16,937
shares
|
$1.69 Million
1.15% of portfolio
|
Q4 2024
Added 47.2%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
16,920
shares
|
$1.69 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
16,892
shares
|
$1.69 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
16,845
shares
|
$1.68 Million
0.52% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
16,745
shares
|
$1.67 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
16,711
shares
|
$1.67 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.5%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
16,708
shares
|
$1.67 Million
0.72% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
16,638
shares
|
$1.66 Million
0.29% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Apr 22, 2025 Q1 2025 |
16,631
shares
|
$1.66 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
16,513
shares
|
$1.65 Million
0.29% of portfolio
|
Q4 2024
Added 129.03%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
16,319
shares
|
$1.63 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.85%
|