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 |
|---|---|---|---|---|---|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
9,066
shares
|
$905,149
0.63% of portfolio
|
Q1 2025
Reduced 52.72%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
9,031
shares
|
$901,655
0.07% of portfolio
|
Q4 2024
Added 95.14%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
9,025
shares
|
$901,056
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,019
shares
|
$900,456
0.08% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,012
shares
|
$899,758
0.08% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
9,001
shares
|
$898,659
0.93% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
9,000
shares
|
$898,560
0.93% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$898,560
0.27% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,999
shares
|
$898,460
0.21% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
8,943
shares
|
$892,869
0.03% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,917
shares
|
$890,273
0.04% of portfolio
|
Q4 2024
Added 77.98%
|
|
|
New England Asset Management Inc
Farmington, CT |
Feb 14, 2025 Q4 2024 |
8,900
shares
|
$888,576
0.19% of portfolio
|
Q2 2024
Reduced 71.0%
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Feb 10, 2025 Q4 2024 |
8,876
shares
|
$886,179
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,859
shares
|
$884,482
0.09% of portfolio
|
Q4 2024
Added 1218.3%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
8,853
shares
|
$883,883
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,829
shares
|
$881,487
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
8,822
shares
|
$880,788
0.02% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
8,811
shares
|
$879,690
0.41% of portfolio
|
Q4 2024
Added 86.08%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
8,783
shares
|
$876,894
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
8,771
shares
|
$875,696
0.52% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
8,768
shares
|
$875,397
1.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
8,743
shares
|
$872,901
0.55% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,663
shares
|
$864,913
0.06% of portfolio
|
Q1 2024
Added 61.53%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
8,661
shares
|
$864,714
0.41% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
8,589
shares
|
$857,525
0.05% of portfolio
|
Q4 2024
Reduced 1.93%
|