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 |
|---|---|---|---|---|---|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
13,810
shares
|
$1.38 Million
0.3% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
13,801
shares
|
$1.38 Million
0.01% of portfolio
|
Q4 2024
Added 27.02%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
13,797
shares
|
$1.38 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,724
shares
|
$1.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
13,659
shares
|
$1.36 Million
0.32% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
13,656
shares
|
$1.36 Million
2.09% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
13,600
shares
|
$1.36 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Feb 13, 2025 Q4 2024 |
13,581
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
13,568
shares
|
$1.35 Million
0.52% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
13,550
shares
|
$1.35 Million
1.28% of portfolio
|
Q3 2022
Reduced 95.52%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
13,527
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
13,525
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Southern Wealth Management, LLP
Dallas, TX |
May 12, 2023 Q1 2023 |
13,446
shares
|
$1.34 Million
0.5% of portfolio
|
Q1 2023
Reduced 2.87%
|
|
|
Nova R Wealth, Inc.
|
Apr 23, 2025 Q1 2025 |
13,334
shares
|
$1.33 Million
0.73% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
13,332
shares
|
$1.33 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
13,322
shares
|
$1.33 Million
0.27% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
13,245
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
13,227
shares
|
$1.32 Million
0.18% of portfolio
|
Q4 2024
Reduced 10.2%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
13,171
shares
|
$1.31 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
13,134
shares
|
$1.31 Million
1.21% of portfolio
|
Q1 2025
Reduced 13.4%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,093
shares
|
$1.31 Million
0.24% of portfolio
|
Q4 2024
Added 202.66%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
13,080
shares
|
$1.31 Million
2.16% of portfolio
|
Q4 2023
Reduced 9.92%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Apr 21, 2025 Q1 2025 |
13,074
shares
|
$1.31 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,004
shares
|
$1.3 Million
0.06% of portfolio
|
Q1 2023
Added 101.71%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
12,997
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.2%
|