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 |
|---|---|---|---|---|---|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
34,781
shares
|
$3.69 Million
2.04% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
34,771
shares
|
$3.69 Million
1.05% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
34,735
shares
|
$3.69 Million
3.24% of portfolio
|
Q4 2024
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
34,726
shares
|
$3.69 Million
3.94% of portfolio
|
Q2 2022
Reduced 1.02%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
34,699
shares
|
$3.68 Million
2.04% of portfolio
|
Q2 2022
Added 2.0%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
34,684
shares
|
$3.68 Million
2.27% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
34,630
shares
|
$3.68 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
34,563
shares
|
$3.67 Million
0.17% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
34,421
shares
|
$3.65 Million
1.4% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
34,197
shares
|
$3.63 Million
1.74% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
34,166
shares
|
$3.63 Million
2.63% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
34,120
shares
|
$3.62 Million
0.27% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
34,079
shares
|
$3.62 Million
0.37% of portfolio
|
Q1 2025
Added 46.6%
|
|
|
Wela Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
34,071
shares
|
$3.62 Million
1.49% of portfolio
|
Q1 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Apr 21, 2025 Q1 2025 |
33,902
shares
|
$3.6 Million
0.74% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
33,863
shares
|
$3.59 Million
0.47% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
33,861
shares
|
$3.59 Million
2.14% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
33,818
shares
|
$3.59 Million
0.12% of portfolio
|
Q1 2025
Added 26.72%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
33,752
shares
|
$3.58 Million
2.04% of portfolio
|
Q2 2022
Added 37.92%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
May 01, 2025 Q1 2025 |
33,651
shares
|
$3.57 Million
1.98% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Apr 22, 2025 Q1 2025 |
33,650
shares
|
$3.57 Million
2.68% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
33,504
shares
|
$3.56 Million
2.17% of portfolio
|
Q1 2025
Reduced 44.06%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
33,495
shares
|
$3.56 Million
2.81% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
33,416
shares
|
$3.55 Million
1.75% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Apr 22, 2025 Q1 2025 |
33,352
shares
|
$3.54 Million
3.82% of portfolio
|
Q1 2025
Added 3.16%
|