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 $53.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
4,925
shares
|
$491,712
0.38% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$491,013
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
4,916
shares
|
$490,813
0.24% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
4,898
shares
|
$489,016
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
4,898
shares
|
$489,016
0.55% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,894
shares
|
$488,616
0.12% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
4,885
shares
|
$487,718
0.32% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$486,120
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
4,822
shares
|
$481,428
0.26% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,820
shares
|
$481,228
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,809
shares
|
$480,130
0.26% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,808
shares
|
$480,030
0.17% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,801
shares
|
$479,331
0.1% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
4,800
shares
|
$479,232
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
4,799
shares
|
$479,132
0.15% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
4,795
shares
|
$478,732
0.25% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,779
shares
|
$477,135
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
4,751
shares
|
$474,339
0.76% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,747
shares
|
$473,940
0.04% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
4,744
shares
|
$473,640
0.06% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,737
shares
|
$472,942
0.05% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Free Gulliver LLC
New Orleans, LA |
Feb 10, 2025 Q4 2024 |
4,732
shares
|
$472,442
0.26% of portfolio
|
Q4 2024
Added 13.8%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
4,724
shares
|
$471,644
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,703
shares
|
$469,547
0.37% of portfolio
|
Q1 2025
Added 52.3%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,702
shares
|
$469,447
0.05% of portfolio
|
Q1 2025
Added 0.64%
|