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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
10,949
shares
|
$1.09 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
10,945
shares
|
$1.09 Million
0.28% of portfolio
|
Q2 2024
Reduced 4.15%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
10,940
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Gs Investments, Inc.
|
Feb 11, 2025 Q4 2024 |
10,907
shares
|
$1.09 Million
0.57% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
10,890
shares
|
$1.09 Million
1.11% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,886
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2022
Reduced 11.27%
|
|
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
Apr 21, 2025 Q1 2025 |
10,869
shares
|
$1.09 Million
0.67% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Nav Point Financial, Inc.
Prior Lake, MN |
Apr 14, 2025 Q1 2025 |
10,840
shares
|
$1.08 Million
0.8% of portfolio
|
Q1 2025
Added 4.9%
|
|
|
Jordan Park Group LLC
|
Feb 03, 2025 Q4 2024 |
10,836
shares
|
$1.08 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
10,832
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2022
Added 121.6%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
10,831
shares
|
$1.08 Million
0.1% of portfolio
|
Q4 2022
Added 0.23%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,799
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
10,774
shares
|
$1.08 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
10,724
shares
|
$1.07 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
10,704
shares
|
$1.07 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
10,613
shares
|
$1.06 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
10,606
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2023
Added 2.66%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
10,560
shares
|
$1.05 Million
0.23% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
10,484
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
10,468
shares
|
$1.05 Million
0.72% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
10,423
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
10,407
shares
|
$1.04 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
10,343
shares
|
$1.03 Million
0.21% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
10,302
shares
|
$1.03 Million
0.04% of portfolio
|
Q1 2024
Reduced 20.22%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
10,288
shares
|
$1.03 Million
0.61% of portfolio
|
Q4 2022
Added 2.95%
|