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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
78
shares
|
$8,322
0.01% of portfolio
|
Q1 2025
Reduced 47.3%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
78
shares
|
$8,322
0.01% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
75
shares
|
$8,002
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Apr 16, 2025 Q1 2025 |
68
shares
|
$7,255
0.01% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
67
shares
|
$7,148
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
65
shares
|
$6,935
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
64
shares
|
$6,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
63
shares
|
$6,722
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
60
shares
|
$6,402
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
55
shares
|
$5,868
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,761
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
50
shares
|
$5,335
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
50
shares
|
$5,335
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$4,908
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
44
shares
|
$4,694
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
40
shares
|
$4,268
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
40
shares
|
$4,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
37
shares
|
$3,947
0.0% of portfolio
|
Q1 2022
Added 2.78%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
37
shares
|
$3,947
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
37
shares
|
$3,947
0.0% of portfolio
|
Q1 2025
Added 170.27%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
34
shares
|
$3,627
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
33
shares
|
$3,521
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
32
shares
|
$3,414
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
32
shares
|
$3,414
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
30
shares
|
$3,201
0.0% of portfolio
|
Q4 2024
New holding
|