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 |
|---|---|---|---|---|---|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
8,579
shares
|
$856,527
0.13% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Feb 06, 2025 Q4 2024 |
8,486
shares
|
$847,242
0.35% of portfolio
|
Q4 2024
Reduced 60.94%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
8,443
shares
|
$842,949
0.6% of portfolio
|
Q1 2025
Reduced 38.02%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
8,436
shares
|
$842,250
0.02% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
8,429
shares
|
$841,551
0.53% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
8,426
shares
|
$841,251
0.01% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
8,413
shares
|
$839,953
0.03% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
8,406
shares
|
$839,255
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
8,404
shares
|
$839,055
0.22% of portfolio
|
Q4 2024
Added 2.38%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
8,388
shares
|
$837,457
0.05% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
8,363
shares
|
$834,961
0.1% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
8,353
shares
|
$833,963
0.43% of portfolio
|
Q4 2024
Added 92.33%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,350
shares
|
$833,664
0.34% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
8,341
shares
|
$832,765
0.13% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
8,334
shares
|
$832,066
0.13% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
8,326
shares
|
$831,267
0.48% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
8,319
shares
|
$830,568
0.26% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
8,262
shares
|
$824,878
0.43% of portfolio
|
Q4 2024
Reduced 9.79%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,260
shares
|
$824,678
0.02% of portfolio
|
Q1 2024
Reduced 25.42%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
Feb 04, 2025 Q4 2024 |
8,259
shares
|
$824,578
0.25% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
8,239
shares
|
$822,581
0.71% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
8,208
shares
|
$819,486
0.42% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Factorial Partners, LLC
|
Feb 05, 2025 Q4 2024 |
8,200
shares
|
$818,688
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jan 23, 2025 Q4 2024 |
8,077
shares
|
$806,407
0.85% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
8,038
shares
|
$802,513
0.02% of portfolio
|
Q4 2024
Added 4.16%
|