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 |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
11,818
shares
|
$1.18 Million
0.31% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
11,814
shares
|
$1.18 Million
0.2% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
11,808
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
11,788
shares
|
$1.18 Million
0.47% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
11,787
shares
|
$1.18 Million
0.09% of portfolio
|
Q1 2025
Added 148.3%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,784
shares
|
$1.18 Million
0.13% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
11,749
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
11,732
shares
|
$1.17 Million
0.34% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
11,730
shares
|
$1.17 Million
0.13% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
11,713
shares
|
$1.17 Million
0.19% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,692
shares
|
$1.17 Million
0.57% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
11,686
shares
|
$1.17 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,674
shares
|
$1.17 Million
0.62% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
11,639
shares
|
$1.16 Million
0.6% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
11,634
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
11,600
shares
|
$1.16 Million
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
11,583
shares
|
$1.16 Million
0.32% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,571
shares
|
$1.16 Million
0.44% of portfolio
|
Q3 2023
Reduced 31.29%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
11,569
shares
|
$1.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.04%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
11,561
shares
|
$1.15 Million
0.58% of portfolio
|
Q1 2025
Added 417.5%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
11,559
shares
|
$1.15 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
11,558
shares
|
$1.15 Million
0.48% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
11,553
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2020
Added 92.45%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
11,550
shares
|
$1.15 Million
0.42% of portfolio
|
Q2 2024
Reduced 3.47%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
11,540
shares
|
$1.15 Million
0.74% of portfolio
|
Q4 2024
Added 9.01%
|