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 2,819 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $53.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
2,593
shares
|
$258,885
0.03% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
2,587
shares
|
$258,286
0.08% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
2,586
shares
|
$258,186
0.04% of portfolio
|
Q4 2024
Added 9.11%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,582
shares
|
$257,786
0.15% of portfolio
|
Q1 2024
Reduced 13.18%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
2,579
shares
|
$257,487
0.1% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
2,567
shares
|
$256,289
0.01% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
2,565
shares
|
$256,089
0.01% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
2,554
shares
|
$254,991
0.05% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
2,540
shares
|
$253,593
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
2,537
shares
|
$253,294
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
2,526
shares
|
$252,195
0.08% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,518
shares
|
$251,397
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
2,518
shares
|
$251,397
0.08% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,512
shares
|
$250,798
0.02% of portfolio
|
Q2 2023
Added 53.26%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
2,510
shares
|
$250,598
0.17% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
2,509
shares
|
$250,498
0.24% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
2,509
shares
|
$250,498
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
2,503
shares
|
$249,899
0.07% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
2,501
shares
|
$249,699
0.1% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
2,493
shares
|
$248,901
0.1% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
2,490
shares
|
$248,601
0.08% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,489
shares
|
$248,501
0.03% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
2,486
shares
|
$248,202
0.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
2,485
shares
|
$248,102
0.08% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
2,485
shares
|
$248,102
0.17% of portfolio
|
Q4 2024
New holding
|