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 |
|---|---|---|---|---|---|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
2,612
shares
|
$273,319
0.21% of portfolio
|
Q3 2024
Reduced 97.13%
|
|
|
Kendall Capital Management
|
Apr 25, 2025 Q1 2025 |
2,610
shares
|
$273,110
0.08% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
2,605
shares
|
$272,587
0.11% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
2,592
shares
|
$271,226
0.08% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,582
shares
|
$270,180
0.15% of portfolio
|
Q1 2024
Reduced 13.18%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
2,567
shares
|
$268,610
0.01% of portfolio
|
Q1 2025
Reduced 18.69%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
2,559
shares
|
$267,773
0.01% of portfolio
|
Q1 2025
Reduced 31.72%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
2,552
shares
|
$267,041
0.06% of portfolio
|
Q1 2025
Reduced 27.15%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
2,544
shares
|
$266,204
0.01% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
May 13, 2025 Q1 2025 |
2,540
shares
|
$265,785
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,534
shares
|
$265,157
0.02% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
2,530
shares
|
$264,739
0.08% of portfolio
|
Q1 2025
Reduced 41.12%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
2,526
shares
|
$264,320
0.08% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Brand Asset Management Group, Inc.
|
Apr 10, 2025 Q1 2025 |
2,518
shares
|
$263,483
0.11% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
2,518
shares
|
$263,483
0.08% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,512
shares
|
$262,855
0.02% of portfolio
|
Q2 2023
Added 53.26%
|
|
|
Novus Advisors, LLC
Greenville, SC |
May 08, 2025 Q1 2025 |
2,502
shares
|
$261,809
0.26% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Apr 18, 2025 Q1 2025 |
2,501
shares
|
$261,704
0.1% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 13, 2025 Q1 2025 |
2,494
shares
|
$260,972
0.01% of portfolio
|
Q1 2025
Added 7.55%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
2,490
shares
|
$260,553
0.08% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,489
shares
|
$260,448
0.03% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Allodium Investment Consultants, LLC
Minneapolis, MN |
Apr 23, 2025 Q1 2025 |
2,486
shares
|
$260,135
0.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
2,478
shares
|
$259,297
0.08% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Apr 28, 2025 Q1 2025 |
2,465
shares
|
$257,937
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
2,462
shares
|
$257,623
0.07% of portfolio
|
Q1 2025
Added 9.91%
|