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 |
|---|---|---|---|---|---|
|
Sebold Capital Management, Inc.
Lisle, IL |
Apr 28, 2025 Q1 2025 |
31,226
shares
|
$3.31 Million
2.15% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
31,125
shares
|
$3.3 Million
0.11% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
31,049
shares
|
$3.3 Million
0.7% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
31,043
shares
|
$3.29 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
31,014
shares
|
$3.29 Million
0.52% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
30,995
shares
|
$3.29 Million
0.44% of portfolio
|
Q2 2024
Added 5.89%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
30,974
shares
|
$3.29 Million
0.45% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Rhumbline Advisers
Boston, MA |
May 29, 2025 Q1 2025 |
30,959
shares
|
$3.29 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
30,814
shares
|
$3.27 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
30,803
shares
|
$3.27 Million
0.23% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
30,788
shares
|
$3.27 Million
0.3% of portfolio
|
Q2 2024
Added 73.36%
|
|
|
Vawter Financial, Ltd.
Columbus, OH |
May 07, 2025 Q1 2025 |
30,766
shares
|
$3.27 Million
1.8% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
30,662
shares
|
$3.25 Million
0.21% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Affiance Financial, LLC
|
Apr 09, 2025 Q1 2025 |
30,637
shares
|
$3.25 Million
0.74% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Central Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
30,587
shares
|
$3.25 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
30,561
shares
|
$3.24 Million
0.24% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
30,429
shares
|
$3.23 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
30,411
shares
|
$3.23 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
30,333
shares
|
$3.22 Million
0.56% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
30,307
shares
|
$3.22 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
30,184
shares
|
$3.2 Million
0.95% of portfolio
|
Q1 2025
Reduced 62.89%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
30,094
shares
|
$3.19 Million
1.21% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
30,040
shares
|
$3.19 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
30,015
shares
|
$3.19 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
29,973
shares
|
$3.18 Million
0.21% of portfolio
|
Q1 2025
Reduced 18.15%
|