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 |
|---|---|---|---|---|---|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
7,646
shares
|
$763,376
0.4% of portfolio
|
Q2 2024
Reduced 25.38%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,640
shares
|
$762,777
0.15% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
7,635
shares
|
$762,278
0.84% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
7,635
shares
|
$762,278
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,620
shares
|
$760,780
0.06% of portfolio
|
Q4 2023
Added 6.16%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
7,614
shares
|
$760,181
0.52% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,591
shares
|
$757,885
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
7,589
shares
|
$757,685
0.0% of portfolio
|
Q4 2024
Added 61.71%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
7,585
shares
|
$757,286
0.16% of portfolio
|
Q1 2025
Reduced 23.45%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Apr 24, 2025 Q1 2025 |
7,583
shares
|
$757,086
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
7,573
shares
|
$756,088
0.12% of portfolio
|
Q4 2024
Added 13.62%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
7,569
shares
|
$755,688
0.19% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
7,564
shares
|
$755,189
0.32% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Sageworth Trust CO Of South Dakota
|
Apr 28, 2025 Q1 2025 |
7,560
shares
|
$754,790
1.02% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
7,552
shares
|
$753,991
0.26% of portfolio
|
Q1 2025
Added 33.4%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
7,547
shares
|
$753,492
0.21% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
7,547
shares
|
$753,492
0.59% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
7,518
shares
|
$750,597
0.12% of portfolio
|
Q4 2024
Reduced 10.69%
|
|
|
Greenhouse Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
7,507
shares
|
$749,498
0.59% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
7,500
shares
|
$748,800
0.35% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
7,499
shares
|
$748,700
0.07% of portfolio
|
Q1 2023
Reduced 1.25%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
7,488
shares
|
$747,601
0.06% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
7,477
shares
|
$746,503
0.59% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Apr 22, 2025 Q1 2025 |
7,448
shares
|
$743,608
0.17% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
7,433
shares
|
$742,110
0.71% of portfolio
|
Q1 2025
Added 3.48%
|