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 2,828 institutions that hold shares in the stock, with a total of 538 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
68,482
shares
|
$6.7 Million
0.24% of portfolio
|
Q1 2025
Reduced 18.37%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
68,447
shares
|
$6.7 Million
4.3% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
68,333
shares
|
$6.69 Million
2.38% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
67,998
shares
|
$6.66 Million
0.68% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
67,982
shares
|
$6.65 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Sar Wealth Management Group, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
67,960
shares
|
$6.65 Million
4.76% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
67,752
shares
|
$6.63 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,621
shares
|
$6.62 Million
0.25% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
67,606
shares
|
$6.62 Million
5.71% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
67,599
shares
|
$6.62 Million
5.38% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
67,578
shares
|
$6.62 Million
7.66% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
67,363
shares
|
$6.59 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
67,329
shares
|
$6.59 Million
1.1% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
66,645
shares
|
$6.52 Million
0.74% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
66,332
shares
|
$6.49 Million
5.88% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
66,147
shares
|
$6.48 Million
0.48% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
66,131
shares
|
$6.47 Million
0.49% of portfolio
|
Q4 2024
Reduced 22.66%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
65,797
shares
|
$6.44 Million
2.38% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
65,684
shares
|
$6.43 Million
1.61% of portfolio
|
Q1 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
65,253
shares
|
$6.39 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
65,096
shares
|
$6.37 Million
3.85% of portfolio
|
Q4 2024
Reduced 5.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
65,079
shares
|
$6.37 Million
2.58% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
65,041
shares
|
$6.37 Million
0.27% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
64,895
shares
|
$6.35 Million
0.49% of portfolio
|
Q4 2024
Added 34.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
64,886
shares
|
$6.35 Million
0.25% of portfolio
|
Q4 2024
Reduced 15.37%
|