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 |
|---|---|---|---|---|---|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
4,316
shares
|
$430,909
0.46% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,308
shares
|
$430,110
0.39% of portfolio
|
Q1 2023
Reduced 9.02%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,300
shares
|
$429,312
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
4,298
shares
|
$429,112
0.22% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
4,297
shares
|
$429,012
0.15% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Btc Capital Management, Inc.
|
Apr 08, 2025 Q1 2025 |
4,280
shares
|
$427,315
0.04% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
4,276
shares
|
$426,915
0.14% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,275
shares
|
$426,816
0.02% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
Feb 25, 2025 Q4 2024 |
4,273
shares
|
$426,616
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$425,917
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
4,250
shares
|
$424,320
0.09% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
4,249
shares
|
$424,220
0.11% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
4,243
shares
|
$423,621
0.05% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
4,238
shares
|
$423,121
0.38% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
4,232
shares
|
$422,522
0.17% of portfolio
|
Q4 2024
Added 75.17%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
4,230
shares
|
$422,323
0.37% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,226
shares
|
$421,923
0.06% of portfolio
|
Q4 2024
Reduced 22.12%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$421,424
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
4,218
shares
|
$421,125
0.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
Feb 12, 2025 Q4 2024 |
4,209
shares
|
$420,226
0.2% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$419,827
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$419,228
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
4,180
shares
|
$417,331
0.12% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
4,166
shares
|
$415,933
0.18% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,165
shares
|
$415,833
0.01% of portfolio
|
Q1 2025
Reduced 2.73%
|