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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$13,080
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
117
shares
|
$12,242
0.01% of portfolio
|
Q4 2024
Added 11600.0%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
116
shares
|
$12,138
0.01% of portfolio
|
Q1 2025
Reduced 7.94%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
111
shares
|
$11,615
0.01% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
111
shares
|
$11,615
0.01% of portfolio
|
Q3 2024
Reduced 69.25%
|
|
|
Tanaka Capital Management Inc
New York, NY |
May 15, 2025 Q1 2025 |
109
shares
|
$11,405
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
105
shares
|
$10,987
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
95
shares
|
$9,940
0.01% of portfolio
|
Q4 2024
Reduced 60.25%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
95
shares
|
$9,940
0.0% of portfolio
|
Q1 2025
Reduced 29.63%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
95
shares
|
$9,940
0.01% of portfolio
|
Q2 2024
Reduced 11.21%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
93
shares
|
$9,731
0.0% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
91
shares
|
$9,522
0.0% of portfolio
|
Q1 2025
Reduced 69.26%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
86
shares
|
$8,999
0.0% of portfolio
|
Q2 2024
Added 177.42%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
86
shares
|
$8,999
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
81
shares
|
$8,475
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
79
shares
|
$8,266
0.0% of portfolio
|
Q1 2025
Reduced 44.76%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
79
shares
|
$8,266
0.0% of portfolio
|
Q2 2024
Added 51.92%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
78
shares
|
$8,161
0.01% of portfolio
|
Q1 2025
Reduced 47.3%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
78
shares
|
$8,161
0.01% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
75
shares
|
$7,848
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
69
shares
|
$7,220
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
68
shares
|
$7,115
0.01% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
67
shares
|
$7,010
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
65
shares
|
$6,801
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
64
shares
|
$6,696
0.0% of portfolio
|
Q1 2025
New holding
|