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 |
|---|---|---|---|---|---|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
12,976
shares
|
$1.3 Million
0.23% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
12,969
shares
|
$1.29 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
12,921
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
12,918
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
12,907
shares
|
$1.29 Million
0.87% of portfolio
|
Q1 2025
Reduced 77.44%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
12,900
shares
|
$1.29 Million
0.46% of portfolio
|
Q1 2024
Added 795.83%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
12,896
shares
|
$1.29 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
12,870
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 93.84%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
12,856
shares
|
$1.28 Million
0.61% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
12,812
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.06%
|
|
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
Jan 29, 2025 Q4 2024 |
12,793
shares
|
$1.28 Million
1.18% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
12,770
shares
|
$1.27 Million
0.6% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
12,747
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Reduced 37.39%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
12,640
shares
|
$1.26 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
12,615
shares
|
$1.26 Million
0.15% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Feb 10, 2025 Q4 2024 |
12,591
shares
|
$1.26 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
12,573
shares
|
$1.26 Million
0.53% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
12,557
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Intergy Private Wealth, LLC
|
Apr 11, 2025 Q1 2025 |
12,552
shares
|
$1.25 Million
0.5% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
12,550
shares
|
$1.25 Million
1.12% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Leverty Financial Group, LLC
|
Apr 10, 2025 Q1 2025 |
12,541
shares
|
$1.25 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Feb 14, 2025 Q4 2024 |
12,531
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
12,524
shares
|
$1.25 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
12,492
shares
|
$1.25 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
12,488
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2023
Added 0.16%
|