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 |
|---|---|---|---|---|---|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
5,849
shares
|
$583,964
0.11% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,841
shares
|
$583,165
0.13% of portfolio
|
Q3 2023
Added 4.25%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,834
shares
|
$582,466
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$580,968
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jan 23, 2025 Q4 2024 |
5,808
shares
|
$579,870
0.43% of portfolio
|
Q4 2021
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,804
shares
|
$579,471
0.25% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Feb 06, 2025 Q4 2024 |
5,796
shares
|
$578,672
0.23% of portfolio
|
Q4 2023
Added 59.23%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$577,674
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
5,781
shares
|
$577,175
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
5,780
shares
|
$577,075
0.47% of portfolio
|
Q4 2024
Reduced 79.69%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
5,737
shares
|
$572,782
0.14% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,732
shares
|
$572,282
0.04% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,731
shares
|
$572,183
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
5,721
shares
|
$571,184
0.31% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,702
shares
|
$569,287
0.22% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
5,697
shares
|
$568,788
0.0% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
5,676
shares
|
$566,691
0.11% of portfolio
|
Q4 2024
Added 37.7%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
5,675
shares
|
$566,592
0.01% of portfolio
|
Q4 2024
Reduced 59.66%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
5,670
shares
|
$566,092
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
American Investment Services, Inc.
|
Mar 03, 2025 Q4 2024 |
5,670
shares
|
$566,092
0.12% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
5,670
shares
|
$566,092
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
5,657
shares
|
$564,794
0.05% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,643
shares
|
$563,397
0.25% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Jan 27, 2025 Q4 2024 |
5,635
shares
|
$562,598
0.41% of portfolio
|
Q4 2024
Added 55.11%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Jan 31, 2025 Q4 2024 |
5,634
shares
|
$562,498
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|