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 2,836 institutions that hold shares in the stock, with a total of 538 Million shares, which have been reported (via 13F filing form) to have a value of $56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,818
shares
|
$189,090
0.09% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
1,817
shares
|
$188,986
0.18% of portfolio
|
Q4 2024
Reduced 9.2%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
1,812
shares
|
$188,466
0.03% of portfolio
|
Q3 2024
Reduced 19.57%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
1,810
shares
|
$188,258
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
1,805
shares
|
$187,738
0.26% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
1,802
shares
|
$187,426
0.05% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,800
shares
|
$187,218
0.02% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
1,798
shares
|
$187,009
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Feb 19, 2025 Q4 2024 |
1,794
shares
|
$186,593
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
1,787
shares
|
$185,865
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
1,783
shares
|
$185,449
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
1,779
shares
|
$185,033
0.05% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Code Waechter LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
1,778
shares
|
$184,929
0.18% of portfolio
|
Q4 2024
Reduced 30.6%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
1,776
shares
|
$184,721
0.06% of portfolio
|
Q4 2023
Added 3.2%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
1,776
shares
|
$184,721
0.07% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
1,773
shares
|
$184,409
0.18% of portfolio
|
Q4 2024
Reduced 55.68%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,766
shares
|
$183,681
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
1,761
shares
|
$183,161
0.07% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
1,760
shares
|
$183,057
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,754
shares
|
$182,433
0.09% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
1,746
shares
|
$181,601
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
1,743
shares
|
$181,289
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,730
shares
|
$179,937
0.05% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,715
shares
|
$178,377
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,703
shares
|
$177,129
0.03% of portfolio
|
Q1 2025
Added 0.12%
|