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 |
|---|---|---|---|---|---|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
3,999
shares
|
$399,260
0.43% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
3,984
shares
|
$397,762
0.08% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
3,971
shares
|
$396,464
0.04% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
3,945
shares
|
$393,868
0.15% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
3,943
shares
|
$393,669
0.12% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,917
shares
|
$391,073
0.03% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
3,916
shares
|
$390,973
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$390,973
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
3,912
shares
|
$390,574
0.04% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$390,274
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
3,908
shares
|
$390,174
0.08% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Aufman Associates Inc
Sewickley, PA |
Feb 12, 2025 Q4 2024 |
3,908
shares
|
$390,174
0.3% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
3,889
shares
|
$388,277
0.14% of portfolio
|
Q4 2024
Added 303.42%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
3,888
shares
|
$388,177
0.06% of portfolio
|
Q1 2025
Added 95.57%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
3,881
shares
|
$387,479
0.35% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$386,780
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,864
shares
|
$385,781
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
3,845
shares
|
$383,884
0.33% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Feb 12, 2025 Q4 2024 |
3,839
shares
|
$383,285
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$381,888
0.01% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$381,788
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,816
shares
|
$380,989
0.04% of portfolio
|
Q1 2025
Reduced 66.39%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
3,809
shares
|
$380,290
0.06% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
3,797
shares
|
$379,092
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
3,772
shares
|
$376,596
0.06% of portfolio
|
Q4 2024
Added 7.56%
|