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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
4,697
shares
|
$468,948
0.15% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
4,695
shares
|
$468,748
0.19% of portfolio
|
Q4 2024
Added 64.74%
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
4,686
shares
|
$467,850
0.53% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,684
shares
|
$467,650
0.08% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
4,680
shares
|
$467,251
0.12% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
4,674
shares
|
$466,652
0.24% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,662
shares
|
$465,454
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Sierra Capital LLC
|
Feb 04, 2025 Q4 2024 |
4,652
shares
|
$464,455
0.06% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
4,642
shares
|
$463,457
0.11% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
4,636
shares
|
$462,858
0.07% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,625
shares
|
$461,760
0.08% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,621
shares
|
$461,360
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
4,616
shares
|
$460,861
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,603
shares
|
$459,563
0.13% of portfolio
|
Q1 2025
Added 88.18%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
4,602
shares
|
$459,463
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
4,602
shares
|
$459,463
0.15% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
4,599
shares
|
$459,164
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
4,586
shares
|
$457,866
0.33% of portfolio
|
Q3 2024
Reduced 5.97%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
4,578
shares
|
$457,067
0.08% of portfolio
|
Q1 2025
Added 88.86%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
4,573
shares
|
$456,568
0.26% of portfolio
|
Q1 2024
Added 31.41%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
4,545
shares
|
$453,772
0.21% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
4,534
shares
|
$452,674
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$451,476
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
4,514
shares
|
$450,677
0.44% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
4,510
shares
|
$450,278
0.06% of portfolio
|
Q1 2025
Reduced 4.04%
|