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 |
|---|---|---|---|---|---|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
28,324
shares
|
$3.01 Million
0.48% of portfolio
|
Q1 2025
Added 37.63%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
28,272
shares
|
$3 Million
2.16% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
28,269
shares
|
$3 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
28,133
shares
|
$2.99 Million
1.04% of portfolio
|
Q1 2025
Reduced 16.57%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
28,078
shares
|
$2.98 Million
8.7% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
28,045
shares
|
$2.98 Million
1.42% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
28,007
shares
|
$2.97 Million
0.44% of portfolio
|
Q1 2025
Reduced 50.17%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
27,930
shares
|
$2.96 Million
0.22% of portfolio
|
Q1 2025
Added 12.69%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 29, 2025 Q1 2025 |
27,920
shares
|
$2.96 Million
1.02% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Mkd Wealth Coaches, LLC
Troy, MI |
Apr 09, 2025 Q1 2025 |
27,844
shares
|
$2.96 Million
3.29% of portfolio
|
Q1 2025
Reduced 84.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
27,689
shares
|
$2.94 Million
0.13% of portfolio
|
Q1 2025
Reduced 22.21%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
27,678
shares
|
$2.94 Million
2.22% of portfolio
|
Q2 2023
Reduced 2.09%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
27,647
shares
|
$2.93 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
27,593
shares
|
$2.93 Million
0.73% of portfolio
|
Q4 2023
Reduced 5.4%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
27,589
shares
|
$2.93 Million
2.93% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
27,525
shares
|
$2.92 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.99%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
27,469
shares
|
$2.92 Million
0.6% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Apr 10, 2025 Q1 2025 |
27,283
shares
|
$2.9 Million
0.32% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
27,265
shares
|
$2.89 Million
0.4% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
27,252
shares
|
$2.89 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
27,213
shares
|
$2.89 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Wealth Care Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
27,142
shares
|
$2.88 Million
1.21% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
27,114
shares
|
$2.88 Million
0.24% of portfolio
|
Q1 2025
Added 104184.62%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
27,045
shares
|
$2.87 Million
0.23% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
27,039
shares
|
$2.87 Million
0.8% of portfolio
|
Q1 2025
Added 11.45%
|