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 |
|---|---|---|---|---|---|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
3,091
shares
|
$308,605
0.19% of portfolio
|
Q1 2025
Added 18.38%
|
|
|
Sterling Investment Management, LLC
|
Apr 15, 2025 Q1 2025 |
3,089
shares
|
$308,405
0.24% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
3,084
shares
|
$307,906
0.13% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
3,081
shares
|
$307,607
0.02% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
3,079
shares
|
$307,407
0.15% of portfolio
|
Q1 2025
Reduced 87.33%
|
|
|
Cim, LLC
|
Mar 03, 2025 Q4 2024 |
3,073
shares
|
$306,808
0.05% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
3,061
shares
|
$305,610
0.2% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Clarity Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
3,060
shares
|
$305,510
0.1% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
3,060
shares
|
$305,510
0.18% of portfolio
|
Q4 2024
Reduced 7.66%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
3,055
shares
|
$305,011
0.02% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
3,054
shares
|
$304,911
0.09% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
Feb 05, 2025 Q4 2024 |
3,042
shares
|
$303,713
0.18% of portfolio
|
Q4 2024
Reduced 6.23%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
3,039
shares
|
$303,413
0.1% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
3,021
shares
|
$301,616
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
3,019
shares
|
$301,416
0.04% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
3,008
shares
|
$300,318
0.0% of portfolio
|
Q3 2024
Reduced 10.42%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
3,007
shares
|
$300,218
0.01% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
3,005
shares
|
$300,019
0.07% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
3,000
shares
|
$299,520
0.13% of portfolio
|
Q2 2022
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
2,998
shares
|
$299,320
0.03% of portfolio
|
Q1 2025
Reduced 8.29%
|
|
|
Consilio Wealth Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
2,996
shares
|
$299,120
0.13% of portfolio
|
Q1 2025
Reduced 96.64%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,996
shares
|
$299,120
0.0% of portfolio
|
Q4 2023
Reduced 3.42%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
2,996
shares
|
$299,120
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
2,995
shares
|
$299,020
0.01% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Ddd Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,994
shares
|
$298,920
0.04% of portfolio
|
Q4 2024
Added 1.18%
|