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 2,811 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
474
shares
|
$49,599
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
456
shares
|
$47,715
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
455
shares
|
$47,611
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
453
shares
|
$47,401
0.03% of portfolio
|
Q1 2025
Added 74.23%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
444
shares
|
$46,460
0.02% of portfolio
|
Q4 2023
Added 1544.44%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
440
shares
|
$46,041
0.03% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
426
shares
|
$44,576
0.06% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
425
shares
|
$44,472
0.06% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
403
shares
|
$42,169
0.04% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
400
shares
|
$41,856
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
398
shares
|
$41,646
0.03% of portfolio
|
Q1 2025
Added 95.1%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
385
shares
|
$40,286
0.01% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
377
shares
|
$39,449
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
369
shares
|
$38,612
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$38,088
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
350
shares
|
$36,624
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$35,368
0.01% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
337
shares
|
$35,263
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
330
shares
|
$34,531
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 17, 2025 Q1 2025 |
316
shares
|
$33,066
0.02% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
313
shares
|
$32,752
0.01% of portfolio
|
Q1 2025
Reduced 33.12%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
309
shares
|
$32,333
0.01% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
307
shares
|
$32,124
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
302
shares
|
$31,601
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
299
shares
|
$31,287
0.01% of portfolio
|
Q4 2023
Added 0.34%
|