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 2,810 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 $63 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$57,980
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$56,572
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
480
shares
|
$56,337
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
479
shares
|
$56,220
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
474
shares
|
$55,633
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
474
shares
|
$55,633
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
468
shares
|
$54,929
0.02% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
455
shares
|
$53,403
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
451
shares
|
$52,933
0.01% of portfolio
|
Q4 2024
Added 784.31%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
444
shares
|
$52,112
0.03% of portfolio
|
Q4 2023
Added 1544.44%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
411
shares
|
$48,239
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
410
shares
|
$48,121
0.09% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
409
shares
|
$48,004
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
401
shares
|
$47,065
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
400
shares
|
$46,948
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
389
shares
|
$45,656
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
378
shares
|
$44,365
0.02% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
375
shares
|
$44,013
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
369
shares
|
$43,309
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$42,722
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
350
shares
|
$41,079
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$39,671
0.01% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
337
shares
|
$39,553
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
330
shares
|
$38,732
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
326
shares
|
$38,262
0.01% of portfolio
|
Q2 2024
Reduced 33.6%
|