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 |
|---|---|---|---|---|---|
|
National Wealth Management Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
7,424
shares
|
$741,212
0.57% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
7,420
shares
|
$740,812
0.34% of portfolio
|
Q1 2025
Reduced 6.94%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
7,410
shares
|
$739,814
0.34% of portfolio
|
Q1 2025
Reduced 33.74%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
7,395
shares
|
$738,316
0.16% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
7,364
shares
|
$735,221
0.12% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
7,312
shares
|
$730,030
0.37% of portfolio
|
Q4 2024
Added 9.28%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,311
shares
|
$729,930
0.74% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
7,288
shares
|
$727,633
0.22% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
7,265
shares
|
$725,337
0.3% of portfolio
|
Q3 2024
Reduced 13.84%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,261
shares
|
$724,938
0.06% of portfolio
|
Q3 2023
Added 27.03%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,247
shares
|
$723,540
0.21% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
7,204
shares
|
$719,247
0.09% of portfolio
|
Q4 2024
Reduced 46.76%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
7,197
shares
|
$718,548
0.34% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
7,151
shares
|
$713,955
0.04% of portfolio
|
Q1 2025
Added 153.4%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
7,078
shares
|
$706,667
0.14% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,070
shares
|
$705,868
0.2% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
7,070
shares
|
$705,868
0.32% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
7,069
shares
|
$705,768
0.05% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
7,066
shares
|
$705,469
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
7,049
shares
|
$703,772
0.06% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
7,038
shares
|
$702,673
0.19% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
7,024
shares
|
$701,276
0.19% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
7,016
shares
|
$700,477
0.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
7,001
shares
|
$698,979
0.0% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,992
shares
|
$698,081
0.1% of portfolio
|
Q1 2025
Reduced 94.15%
|