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 |
|---|---|---|---|---|---|
|
High Probability Advisors, LLC
Pittsford, NY |
Apr 16, 2025 Q1 2025 |
3,626
shares
|
$362,019
0.06% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Juncture Wealth Strategies, LLC
|
Apr 09, 2025 Q1 2025 |
3,623
shares
|
$361,720
0.15% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
3,615
shares
|
$360,921
0.61% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 28, 2025 Q1 2025 |
3,612
shares
|
$360,622
0.09% of portfolio
|
Q4 2024
Reduced 10.7%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,607
shares
|
$360,122
0.04% of portfolio
|
Q1 2025
Reduced 43.7%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,606
shares
|
$360,023
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,604
shares
|
$359,823
0.07% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,595
shares
|
$358,924
1.59% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,589
shares
|
$358,325
0.08% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
3,586
shares
|
$358,026
0.3% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,583
shares
|
$357,726
0.02% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
3,565
shares
|
$355,929
0.17% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,564
shares
|
$355,829
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,563
shares
|
$355,729
0.01% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,560
shares
|
$355,430
0.15% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Feb 13, 2025 Q4 2024 |
3,554
shares
|
$354,831
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
3,550
shares
|
$354,432
0.03% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,548
shares
|
$354,232
0.04% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
3,545
shares
|
$353,932
0.22% of portfolio
|
Q3 2024
Reduced 8.47%
|
|
|
Archvest Wealth Advisors, Inc.
|
Jan 28, 2025 Q4 2024 |
3,537
shares
|
$353,134
0.3% of portfolio
|
Q4 2024
Reduced 9.42%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,537
shares
|
$353,134
0.5% of portfolio
|
Q3 2022
Reduced 10.79%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Feb 13, 2025 Q4 2024 |
3,511
shares
|
$350,538
0.14% of portfolio
|
Q4 2024
Reduced 71.67%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
3,503
shares
|
$349,739
0.08% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
3,494
shares
|
$348,840
0.19% of portfolio
|
Q4 2024
Reduced 5.62%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Apr 21, 2025 Q1 2025 |
3,484
shares
|
$347,842
0.26% of portfolio
|
Q1 2024
Reduced 2.11%
|