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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
9,541
shares
|
$952,573
0.14% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
9,524
shares
|
$950,876
0.49% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
9,494
shares
|
$947,880
0.53% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,487
shares
|
$947,182
0.1% of portfolio
|
Q4 2023
Added 64.65%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
9,470
shares
|
$945,484
0.33% of portfolio
|
Q1 2023
Reduced 23.63%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
9,445
shares
|
$942,988
0.17% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
9,436
shares
|
$942,090
0.05% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
9,428
shares
|
$941,291
0.25% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
9,413
shares
|
$939,793
0.35% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
9,411
shares
|
$939,594
0.04% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
9,408
shares
|
$939,294
0.21% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
9,398
shares
|
$938,296
0.65% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
9,396
shares
|
$938,096
0.16% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
9,394
shares
|
$937,896
1.41% of portfolio
|
Q4 2022
Reduced 5.19%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,330
shares
|
$931,507
1.12% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
9,322
shares
|
$930,708
0.01% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
9,299
shares
|
$928,412
0.19% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$926,415
0.18% of portfolio
|
Q4 2022
Added 49.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,279
shares
|
$926,415
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
9,263
shares
|
$924,817
0.67% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
9,250
shares
|
$923,520
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,202
shares
|
$918,727
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Chandler Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
9,150
shares
|
$913,536
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,139
shares
|
$912,437
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
9,123
shares
|
$910,840
0.14% of portfolio
|
Q4 2024
Added 91.86%
|