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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
151
shares
|
$16,754
0.01% of portfolio
|
Q1 2025
Reduced 60.05%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
150
shares
|
$16,644
0.01% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
147
shares
|
$16,311
0.01% of portfolio
|
Q1 2024
Added 34.86%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
May 14, 2025 Q1 2025 |
141
shares
|
$15,645
0.01% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
140
shares
|
$15,534
0.0% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
140
shares
|
$15,534
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
138
shares
|
$15,312
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
138
shares
|
$15,312
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
136
shares
|
$15,090
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
136
shares
|
$15,090
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
134
shares
|
$14,868
0.0% of portfolio
|
Q1 2025
Reduced 93.5%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
129
shares
|
$14,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$13,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
117
shares
|
$12,982
0.01% of portfolio
|
Q4 2024
Added 11600.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
116
shares
|
$12,871
0.01% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
111
shares
|
$12,316
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
111
shares
|
$12,316
0.01% of portfolio
|
Q3 2024
Reduced 69.25%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
109
shares
|
$12,094
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
105
shares
|
$11,650
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
95
shares
|
$10,541
0.01% of portfolio
|
Q4 2024
Reduced 60.25%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
95
shares
|
$10,541
0.0% of portfolio
|
Q1 2025
Reduced 29.63%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
95
shares
|
$10,541
0.01% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
93
shares
|
$10,319
0.0% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
91
shares
|
$10,097
0.0% of portfolio
|
Q1 2025
Reduced 69.26%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
86
shares
|
$9,542
0.0% of portfolio
|
Q2 2024
Added 177.42%
|