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 |
|---|---|---|---|---|---|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
14,614
shares
|
$1.46 Million
0.1% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
14,608
shares
|
$1.46 Million
0.9% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
14,524
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 22.75%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
14,481
shares
|
$1.45 Million
1.09% of portfolio
|
Q4 2024
Reduced 29.94%
|
|
|
Sharkey, Howes & Javer
|
Feb 05, 2025 Q4 2024 |
14,405
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2024
Added 94.98%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
14,350
shares
|
$1.43 Million
0.38% of portfolio
|
Q4 2024
Added 56.68%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
14,349
shares
|
$1.43 Million
0.95% of portfolio
|
Q1 2025
Added 43.71%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
14,255
shares
|
$1.42 Million
0.71% of portfolio
|
Q4 2024
Added 38.01%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
14,254
shares
|
$1.42 Million
1.43% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
14,240
shares
|
$1.42 Million
0.19% of portfolio
|
Q1 2025
Added 21.31%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
14,214
shares
|
$1.42 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
14,211
shares
|
$1.42 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
14,157
shares
|
$1.41 Million
0.77% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
14,118
shares
|
$1.41 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
14,115
shares
|
$1.41 Million
0.96% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
14,063
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2024
Added 28.39%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
14,048
shares
|
$1.4 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,034
shares
|
$1.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 35.33%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
14,031
shares
|
$1.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Ames National Corp
Ames, IA |
Feb 14, 2025 Q4 2024 |
14,022
shares
|
$1.4 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
13,992
shares
|
$1.4 Million
1.48% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
13,975
shares
|
$1.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 97.9%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
13,915
shares
|
$1.39 Million
0.95% of portfolio
|
Q1 2025
Added 470.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13,825
shares
|
$1.38 Million
0.1% of portfolio
|
Q4 2024
Added 22.16%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
13,823
shares
|
$1.38 Million
0.84% of portfolio
|
Q4 2024
Added 32.75%
|