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 2,686 institutions that hold shares in the stock, with a total of 522 Million shares, which have been reported (via 13F filing form) to have a value of $61.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
495
shares
|
$57,989
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$57,872
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$56,466
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
480
shares
|
$56,232
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
474
shares
|
$55,529
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
473
shares
|
$55,411
0.04% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
468
shares
|
$54,826
0.02% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
455
shares
|
$53,303
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
451
shares
|
$52,834
0.01% of portfolio
|
Q4 2024
Added 784.31%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
446
shares
|
$52,248
0.04% of portfolio
|
Q3 2024
Reduced 47.84%
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
444
shares
|
$52,014
0.03% of portfolio
|
Q4 2023
Added 1544.44%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
411
shares
|
$48,148
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
409
shares
|
$47,914
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
401
shares
|
$46,977
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
400
shares
|
$46,860
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
389
shares
|
$45,571
0.01% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
378
shares
|
$44,282
0.02% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
369
shares
|
$43,228
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$42,642
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$39,596
0.01% of portfolio
|
Q2 2024
Added 7.3%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
337
shares
|
$39,479
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
330
shares
|
$38,659
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
326
shares
|
$38,190
0.02% of portfolio
|
Q2 2024
Reduced 33.6%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
316
shares
|
$37,019
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
309
shares
|
$36,199
0.02% of portfolio
|
Q4 2024
Reduced 11.97%
|