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 2,821 institutions that hold shares in the stock, with a total of 537 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 |
|---|---|---|---|---|---|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
26,515
shares
|
$2.65 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
26,464
shares
|
$2.64 Million
0.23% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
26,300
shares
|
$2.63 Million
0.45% of portfolio
|
Q2 2023
Reduced 3.26%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
26,203
shares
|
$2.62 Million
1.34% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
26,156
shares
|
$2.61 Million
0.78% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
26,102
shares
|
$2.61 Million
2.15% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
26,078
shares
|
$2.6 Million
1.37% of portfolio
|
Q1 2023
Reduced 13.92%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
25,982
shares
|
$2.59 Million
1.67% of portfolio
|
Q4 2023
Added 22.4%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
25,951
shares
|
$2.59 Million
0.58% of portfolio
|
Q4 2022
Reduced 1.6%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
25,792
shares
|
$2.58 Million
0.35% of portfolio
|
Q4 2024
Added 219.17%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
25,659
shares
|
$2.56 Million
0.06% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
25,617
shares
|
$2.56 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
25,616
shares
|
$2.56 Million
4.52% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
25,550
shares
|
$2.55 Million
1.39% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
25,511
shares
|
$2.55 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
25,400
shares
|
$2.54 Million
0.42% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
25,317
shares
|
$2.53 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
25,240
shares
|
$2.52 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
25,232
shares
|
$2.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.61%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,135
shares
|
$2.51 Million
0.57% of portfolio
|
Q4 2022
Reduced 17.08%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
25,115
shares
|
$2.51 Million
0.98% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
25,114
shares
|
$2.51 Million
0.78% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
25,089
shares
|
$2.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
25,088
shares
|
$2.5 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
25,088
shares
|
$2.5 Million
0.1% of portfolio
|
Q4 2024
Added 2.13%
|