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 |
|---|---|---|---|---|---|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
4,165
shares
|
$415,833
0.2% of portfolio
|
Q4 2024
Added 108.56%
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$415,034
0.1% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
4,157
shares
|
$415,034
0.09% of portfolio
|
Q4 2024
Added 21.66%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
4,151
shares
|
$414,435
0.04% of portfolio
|
Q1 2025
Reduced 36.01%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
4,136
shares
|
$412,938
0.02% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$411,041
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
4,115
shares
|
$410,841
0.43% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,108
shares
|
$410,142
0.11% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
4,102
shares
|
$409,543
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,101
shares
|
$409,443
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
4,087
shares
|
$408,046
0.06% of portfolio
|
Q4 2024
Reduced 56.31%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Feb 06, 2025 Q4 2024 |
4,084
shares
|
$407,746
0.25% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,076
shares
|
$406,947
0.12% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Mar 19, 2025 Q4 2024 |
4,066
shares
|
$405,949
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
4,051
shares
|
$404,451
0.18% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
4,048
shares
|
$404,152
0.26% of portfolio
|
Q3 2023
Added 46.3%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
4,039
shares
|
$403,253
0.17% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,038
shares
|
$403,153
0.09% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
4,035
shares
|
$402,854
0.49% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,033
shares
|
$402,654
0.14% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,029
shares
|
$402,255
0.03% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,025
shares
|
$401,856
0.33% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
4,013
shares
|
$400,657
0.11% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
4,011
shares
|
$400,458
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,009
shares
|
$400,258
0.09% of portfolio
|
Q1 2025
Reduced 72.08%
|