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 |
|---|---|---|---|---|---|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
507
shares
|
$54,096
0.02% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
502
shares
|
$53,563
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
496
shares
|
$52,923
0.01% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
496
shares
|
$52,923
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
495
shares
|
$52,816
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$52,709
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$51,429
0.13% of portfolio
|
Q3 2024
Added 285.6%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
479
shares
|
$51,109
0.03% of portfolio
|
Q1 2025
Added 594.2%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
474
shares
|
$50,575
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
456
shares
|
$48,655
0.02% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
455
shares
|
$48,548
0.01% of portfolio
|
Q1 2023
Reduced 31.58%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
453
shares
|
$48,335
0.03% of portfolio
|
Q1 2025
Added 74.23%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
444
shares
|
$47,374
0.02% of portfolio
|
Q4 2023
Added 1544.44%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
440
shares
|
$46,948
0.03% of portfolio
|
Q1 2025
Reduced 8.14%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
426
shares
|
$45,454
0.06% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
425
shares
|
$45,347
0.06% of portfolio
|
Q1 2025
Reduced 93.92%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
403
shares
|
$43,000
0.04% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
400
shares
|
$42,680
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
398
shares
|
$42,466
0.03% of portfolio
|
Q1 2025
Added 95.1%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
385
shares
|
$41,079
0.01% of portfolio
|
Q1 2025
Reduced 35.51%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
377
shares
|
$40,225
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
369
shares
|
$39,372
0.02% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
364
shares
|
$38,838
0.02% of portfolio
|
Q1 2023
Reduced 8.08%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
350
shares
|
$37,345
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
338
shares
|
$36,064
0.01% of portfolio
|
Q2 2024
Added 7.3%
|