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 |
|---|---|---|---|---|---|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,994
shares
|
$298,920
0.03% of portfolio
|
Q4 2024
Added 29.95%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
2,991
shares
|
$298,621
0.04% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
2,983
shares
|
$297,822
0.02% of portfolio
|
Q1 2025
Added 28.58%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
2,976
shares
|
$297,123
0.24% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Apr 14, 2025 Q1 2025 |
2,976
shares
|
$297,123
0.2% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Mar 27, 2025 Q4 2024 |
2,973
shares
|
$296,824
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,970
shares
|
$296,524
0.18% of portfolio
|
Q2 2024
Reduced 2.94%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,970
shares
|
$296,524
0.17% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Apr 10, 2025 Q1 2025 |
2,937
shares
|
$293,230
0.16% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
2,931
shares
|
$292,631
0.14% of portfolio
|
Q1 2025
Reduced 14.7%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
2,930
shares
|
$292,531
0.1% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,928
shares
|
$292,331
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
2,906
shares
|
$290,135
0.02% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Feb 18, 2025 Q4 2024 |
2,904
shares
|
$289,935
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
2,899
shares
|
$289,436
0.04% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
2,890
shares
|
$288,537
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
2,884
shares
|
$287,938
0.1% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Insight Inv LLC
El Segundo, CA |
Apr 25, 2025 Q1 2025 |
2,876
shares
|
$287,139
0.11% of portfolio
|
Q4 2024
Added 3026.09%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
2,874
shares
|
$286,940
0.1% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,867
shares
|
$286,241
0.02% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
2,859
shares
|
$285,442
0.19% of portfolio
|
Q4 2023
Added 0.21%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
2,857
shares
|
$285,242
0.06% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Newport Capital Group, LLC
|
Apr 17, 2025 Q1 2025 |
2,857
shares
|
$285,242
0.22% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Partners In Financial Planning
Salem, VA |
Feb 12, 2025 Q4 2024 |
2,853
shares
|
$284,843
0.07% of portfolio
|
Q3 2023
Reduced 22.08%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
2,849
shares
|
$284,444
0.24% of portfolio
|
Q1 2025
Added 1.21%
|