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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
2,483
shares
|
$250,385
0.05% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
2,475
shares
|
$249,579
0.13% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,472
shares
|
$249,276
0.05% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Apr 28, 2025 Q1 2025 |
2,465
shares
|
$248,570
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
2,450
shares
|
$247,058
0.05% of portfolio
|
Q1 2025
Reduced 79.27%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
2,442
shares
|
$246,251
0.2% of portfolio
|
Q2 2024
Added 17.86%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,438
shares
|
$245,847
0.06% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
2,438
shares
|
$245,847
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
2,433
shares
|
$245,343
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
2,427
shares
|
$244,738
0.06% of portfolio
|
Q4 2024
Added 42.43%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,425
shares
|
$244,537
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,425
shares
|
$244,537
0.35% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
2,422
shares
|
$244,234
0.09% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
2,414
shares
|
$243,427
0.04% of portfolio
|
Q4 2024
Added 2017.54%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,410
shares
|
$243,024
0.06% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
2,408
shares
|
$242,822
0.18% of portfolio
|
Q4 2024
Reduced 33.96%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
2,406
shares
|
$242,621
0.06% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
2,405
shares
|
$242,520
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,404
shares
|
$242,419
0.23% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
2,400
shares
|
$242,016
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
2,399
shares
|
$241,915
0.13% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,399
shares
|
$241,915
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,396
shares
|
$241,612
0.14% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
2,392
shares
|
$241,209
0.22% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Feb 06, 2025 Q4 2024 |
2,388
shares
|
$240,805
0.08% of portfolio
|
Q4 2024
Added 1.75%
|