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 |
|---|---|---|---|---|---|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
2,205
shares
|
$222,352
0.31% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
2,197
shares
|
$221,545
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
2,189
shares
|
$220,738
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
2,182
shares
|
$220,032
0.04% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Arlington Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,179
shares
|
$219,730
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Apr 16, 2025 Q1 2025 |
2,176
shares
|
$219,427
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Wealth Group, Inc.
|
Feb 23, 2024 Q4 2023 |
2,173
shares
|
$219,125
0.16% of portfolio
|
Q4 2023
Added 0.14%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 22, 2025 Q1 2025 |
2,171
shares
|
$218,923
0.05% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
2,167
shares
|
$218,520
0.06% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
2,163
shares
|
$218,116
0.12% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
2,162
shares
|
$218,016
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2,160
shares
|
$217,814
0.0% of portfolio
|
Q4 2024
Added 18.16%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
2,153
shares
|
$217,108
0.03% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
2,153
shares
|
$217,108
0.23% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
2,134
shares
|
$215,192
0.11% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
2,133
shares
|
$215,091
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
2,131
shares
|
$214,890
0.02% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
2,129
shares
|
$214,688
0.2% of portfolio
|
Q4 2023
Reduced 6.05%
|
|
|
Amarillo National Bank
|
Apr 22, 2025 Q1 2025 |
2,121
shares
|
$213,881
0.04% of portfolio
|
Q2 2024
Added 2.17%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
2,121
shares
|
$213,881
0.1% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,119
shares
|
$213,679
0.31% of portfolio
|
Q4 2022
Reduced 31.6%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Apr 21, 2025 Q1 2025 |
2,114
shares
|
$213,175
0.1% of portfolio
|
Q1 2025
Reduced 3.95%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,114
shares
|
$213,175
0.16% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
2,114
shares
|
$213,175
0.19% of portfolio
|
Q1 2025
Reduced 36.19%
|
|
|
Pictet & Cie (Europe) Sa
|
Apr 17, 2025 Q1 2025 |
2,110
shares
|
$212,772
0.01% of portfolio
|
Q1 2024
Reduced 15.6%
|