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 |
|---|---|---|---|---|---|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
83,178
shares
|
$8.83 Million
1.44% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
83,157
shares
|
$8.83 Million
0.52% of portfolio
|
Q1 2025
Added 72.82%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
82,758
shares
|
$8.78 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
82,704
shares
|
$8.78 Million
2.43% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
82,551
shares
|
$8.76 Million
1.61% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
82,189
shares
|
$8.72 Million
1.02% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
81,317
shares
|
$8.63 Million
0.32% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Apr 07, 2025 Q1 2025 |
80,909
shares
|
$8.59 Million
7.18% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
80,330
shares
|
$8.53 Million
5.53% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
80,245
shares
|
$8.52 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
79,622
shares
|
$8.45 Million
0.68% of portfolio
|
Q1 2025
Added 24.61%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
79,602
shares
|
$8.45 Million
5.2% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
79,411
shares
|
$8.43 Million
5.07% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
79,358
shares
|
$8.42 Million
1.77% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
78,944
shares
|
$8.38 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
78,926
shares
|
$8.38 Million
0.09% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
78,860
shares
|
$8.37 Million
0.2% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
May 06, 2025 Q1 2025 |
78,375
shares
|
$8.32 Million
6.21% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
78,310
shares
|
$8.31 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
78,275
shares
|
$8.31 Million
6.5% of portfolio
|
Q1 2025
New holding
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
78,154
shares
|
$8.3 Million
1.56% of portfolio
|
Q1 2025
Reduced 27.17%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
78,149
shares
|
$8.29 Million
0.15% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
77,932
shares
|
$8.27 Million
1.88% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Somnio Financial Group, LLC
Glastonbury, CT |
Jan 02, 2025 Q4 2024 |
77,868
shares
|
$8.26 Million
7.18% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
77,322
shares
|
$8.21 Million
1.67% of portfolio
|
Q3 2023
Reduced 59.67%
|