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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
28
shares
|
$2,987
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,667
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
24
shares
|
$2,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
23
shares
|
$2,454
0.0% of portfolio
|
Q1 2025
Reduced 94.38%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,347
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
20
shares
|
$2,134
0.0% of portfolio
|
Q2 2023
Added 1300.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
19
shares
|
$2,027
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
18
shares
|
$1,920
0.0% of portfolio
|
Q4 2024
Reduced 97.27%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
18
shares
|
$1,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
May 13, 2025 Q1 2025 |
17
shares
|
$1,813
0.0% of portfolio
|
Q1 2025
Reduced 98.9%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
15
shares
|
$1,600
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Integrity Financial Corp
|
May 12, 2025 Q1 2025 |
11
shares
|
$1,173
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
11
shares
|
$1,173
0.0% of portfolio
|
Q4 2024
Reduced 100.0%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
9
shares
|
$960
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
8
shares
|
$853
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
2
shares
|
$213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
1
shares
|
$106
0.02% of portfolio
|
Q1 2025
Reduced 99.63%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1
shares
|
$106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|