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 |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
12,485
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 206.76%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
12,453
shares
|
$1.24 Million
0.16% of portfolio
|
Q4 2024
Added 18.21%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
12,440
shares
|
$1.24 Million
1.46% of portfolio
|
Q4 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
12,432
shares
|
$1.24 Million
0.85% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
12,406
shares
|
$1.24 Million
0.64% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Apr 11, 2025 Q1 2025 |
12,294
shares
|
$1.23 Million
0.94% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
12,285
shares
|
$1.23 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
12,237
shares
|
$1.22 Million
0.86% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
12,222
shares
|
$1.22 Million
1.04% of portfolio
|
Q1 2025
Reduced 52.72%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
12,196
shares
|
$1.22 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
12,114
shares
|
$1.21 Million
0.51% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
Kg&L Capital Management,Llc
|
Apr 23, 2025 Q1 2025 |
12,102
shares
|
$1.21 Million
0.42% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
12,081
shares
|
$1.21 Million
0.11% of portfolio
|
Q4 2024
Reduced 25.38%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
12,078
shares
|
$1.21 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
12,052
shares
|
$1.2 Million
0.76% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
12,024
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,024
shares
|
$1.2 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
12,018
shares
|
$1.2 Million
0.6% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,985
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2023
Added 399.17%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
11,966
shares
|
$1.19 Million
0.41% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
11,958
shares
|
$1.19 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,893
shares
|
$1.19 Million
0.27% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
11,867
shares
|
$1.18 Million
0.6% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
11,841
shares
|
$1.18 Million
0.19% of portfolio
|
Q4 2024
Added 21.46%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
11,828
shares
|
$1.18 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.24%
|