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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
25,728
shares
|
$2.73 Million
0.15% of portfolio
|
Q1 2025
Reduced 97.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
25,617
shares
|
$2.72 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
25,616
shares
|
$2.72 Million
4.52% of portfolio
|
Q3 2023
Added 0.33%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
25,605
shares
|
$2.72 Million
0.39% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
May 05, 2025 Q1 2025 |
25,554
shares
|
$2.71 Million
1.25% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
25,461
shares
|
$2.7 Million
0.09% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
May 08, 2025 Q1 2025 |
25,444
shares
|
$2.7 Million
2.17% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
25,317
shares
|
$2.69 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
25,140
shares
|
$2.67 Million
0.95% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
25,135
shares
|
$2.67 Million
0.57% of portfolio
|
Q4 2022
Reduced 17.08%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
25,095
shares
|
$2.66 Million
0.39% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
May 12, 2025 Q1 2025 |
25,060
shares
|
$2.66 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Foundation Wealth Management, Llc\Pa
Media, PA |
Apr 22, 2025 Q1 2025 |
24,959
shares
|
$2.65 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
24,925
shares
|
$2.65 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
24,876
shares
|
$2.64 Million
0.41% of portfolio
|
Q1 2025
Reduced 65.53%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
24,851
shares
|
$2.64 Million
0.16% of portfolio
|
Q1 2025
Reduced 26.13%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
24,740
shares
|
$2.63 Million
3.74% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
24,730
shares
|
$2.62 Million
1.47% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
24,655
shares
|
$2.62 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Apr 10, 2025 Q1 2025 |
24,582
shares
|
$2.61 Million
2.61% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
24,413
shares
|
$2.59 Million
0.76% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Wiser Wealth Management, Inc
|
Apr 14, 2025 Q1 2025 |
24,412
shares
|
$2.59 Million
0.72% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
24,403
shares
|
$2.59 Million
0.32% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
24,393
shares
|
$2.59 Million
1.47% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Sage Financial Management Group, Inc.
|
Apr 23, 2025 Q1 2025 |
24,352
shares
|
$2.58 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.63%
|