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 |
|---|---|---|---|---|---|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
9,847
shares
|
$983,124
0.91% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
9,842
shares
|
$982,625
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
9,811
shares
|
$979,530
0.05% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
9,799
shares
|
$978,332
0.54% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
9,797
shares
|
$978,132
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
9,795
shares
|
$977,932
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
9,792
shares
|
$977,633
0.2% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
9,782
shares
|
$976,634
0.22% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
9,746
shares
|
$973,040
0.28% of portfolio
|
Q4 2024
Reduced 33.76%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
9,735
shares
|
$971,942
0.39% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,727
shares
|
$971,143
0.11% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
9,727
shares
|
$971,143
0.81% of portfolio
|
Q4 2024
Reduced 31.92%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
9,724
shares
|
$970,844
0.22% of portfolio
|
Q3 2024
Reduced 12.95%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
9,708
shares
|
$969,246
0.02% of portfolio
|
Q4 2024
Added 209.67%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
9,707
shares
|
$969,146
0.13% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
9,675
shares
|
$965,952
0.12% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,620
shares
|
$960,460
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Port Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,612
shares
|
$959,662
0.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
9,606
shares
|
$959,063
0.12% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
9,605
shares
|
$958,963
0.28% of portfolio
|
Q1 2025
Reduced 71.25%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
9,599
shares
|
$958,364
0.1% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
9,583
shares
|
$956,766
0.39% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
9,582
shares
|
$956,666
0.27% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
9,561
shares
|
$954,570
0.15% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
9,560
shares
|
$954,470
1.05% of portfolio
|
Q4 2024
New holding
|