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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
2,300
shares
|
$231,932
0.1% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Mar 10, 2025 Q4 2024 |
2,295
shares
|
$231,427
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,294
shares
|
$231,326
0.11% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
2,285
shares
|
$230,419
0.23% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
2,282
shares
|
$230,116
0.07% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,281
shares
|
$230,016
0.09% of portfolio
|
Q4 2024
Reduced 14.09%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
2,279
shares
|
$229,814
0.14% of portfolio
|
Q1 2025
Reduced 7.02%
|
|
|
Augustine Asset Management Inc
|
Apr 25, 2025 Q1 2025 |
2,277
shares
|
$229,612
0.07% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Apr 23, 2025 Q1 2025 |
2,274
shares
|
$229,310
0.05% of portfolio
|
Q1 2025
Added 8.75%
|
|
|
Wade Financial Advisory, Inc
|
Jan 22, 2025 Q4 2024 |
2,264
shares
|
$228,301
0.09% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
2,258
shares
|
$227,696
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,250
shares
|
$226,890
0.05% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
My Wealth Management Inc.
|
Feb 07, 2025 Q4 2024 |
2,245
shares
|
$226,385
0.26% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,245
shares
|
$226,385
0.13% of portfolio
|
Q2 2024
Added 4.91%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
2,243
shares
|
$226,184
0.06% of portfolio
|
Q4 2023
Reduced 10.74%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,241
shares
|
$225,982
0.07% of portfolio
|
Q4 2024
Added 17.95%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
2,240
shares
|
$225,881
0.13% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
2,230
shares
|
$224,873
2.46% of portfolio
|
Q1 2024
New holding
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,227
shares
|
$224,570
0.35% of portfolio
|
Q2 2022
Reduced 37.72%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
2,226
shares
|
$224,469
0.03% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
2,221
shares
|
$223,965
0.14% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,219
shares
|
$223,763
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Madrona Financial Services, LLC
|
Apr 23, 2025 Q1 2025 |
2,216
shares
|
$223,461
0.07% of portfolio
|
Q1 2025
Added 19.59%
|
|
|
Chris Bulman Inc
Roseville, CA |
Apr 15, 2025 Q1 2025 |
2,211
shares
|
$222,957
0.15% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
2,210
shares
|
$222,856
0.07% of portfolio
|
Q1 2024
Added 5.57%
|