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 2,820 institutions that hold shares in the stock, with a total of 548 Million shares, which have been reported (via 13F filing form) to have a value of $58.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
965
shares
|
$102,965
0.05% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
964
shares
|
$102,858
0.04% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
956
shares
|
$102,005
0.04% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
953
shares
|
$101,685
0.04% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
930
shares
|
$99,231
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
919
shares
|
$98,057
0.01% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
912
shares
|
$97,310
0.07% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
896
shares
|
$95,603
0.09% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
889
shares
|
$94,856
0.08% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
867
shares
|
$92,508
0.0% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
856
shares
|
$91,335
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
852
shares
|
$90,908
0.03% of portfolio
|
Q1 2025
Added 355.61%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
832
shares
|
$88,774
0.03% of portfolio
|
Q1 2025
Added 2981.48%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
824
shares
|
$87,920
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
819
shares
|
$87,387
0.04% of portfolio
|
Q1 2025
Reduced 78.8%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
796
shares
|
$84,933
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
780
shares
|
$83,226
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
772
shares
|
$82,372
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
765
shares
|
$81,625
0.04% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
762
shares
|
$81,305
0.04% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
759
shares
|
$80,985
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
753
shares
|
$80,345
0.01% of portfolio
|
Q1 2025
Added 66.96%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
742
shares
|
$79,171
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
738
shares
|
$78,744
0.0% of portfolio
|
Q3 2022
Reduced 9.11%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
723
shares
|
$77,144
0.02% of portfolio
|
Q1 2025
Added 21.31%
|