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 2,812 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 |
|---|---|---|---|---|---|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Apr 11, 2025 Q1 2025 |
4,686
shares
|
$490,343
0.53% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Berkshire Bank
|
Apr 17, 2025 Q1 2025 |
4,680
shares
|
$489,715
0.12% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,666
shares
|
$488,250
0.12% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
4,665
shares
|
$488,145
0.21% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,662
shares
|
$487,831
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
4,660
shares
|
$487,622
0.26% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,652
shares
|
$486,785
0.06% of portfolio
|
Q3 2024
Reduced 30.54%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
4,644
shares
|
$485,948
0.17% of portfolio
|
Q1 2025
Reduced 95.74%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
4,640
shares
|
$485,529
0.16% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
4,636
shares
|
$485,111
0.07% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
4,621
shares
|
$483,541
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
4,603
shares
|
$481,657
0.13% of portfolio
|
Q1 2025
Added 88.18%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
4,602
shares
|
$481,553
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
4,599
shares
|
$481,239
0.0% of portfolio
|
Q3 2024
Reduced 17.49%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
4,598
shares
|
$481,134
0.12% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
4,588
shares
|
$480,088
0.03% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,582
shares
|
$479,460
0.04% of portfolio
|
Q1 2025
Added 38.76%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 28, 2025 Q1 2025 |
4,578
shares
|
$479,041
0.08% of portfolio
|
Q1 2025
Added 88.86%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
4,573
shares
|
$478,518
0.26% of portfolio
|
Q1 2024
Added 31.41%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
4,550
shares
|
$476,112
0.18% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
4,543
shares
|
$475,379
0.1% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
4,543
shares
|
$475,379
0.09% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$473,182
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
4,514
shares
|
$472,344
0.44% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
4,510
shares
|
$471,926
0.06% of portfolio
|
Q1 2025
Reduced 4.04%
|