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 |
|---|---|---|---|---|---|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
22,176
shares
|
$2.35 Million
0.65% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
22,135
shares
|
$2.35 Million
0.68% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
22,059
shares
|
$2.34 Million
0.64% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
22,018
shares
|
$2.34 Million
0.1% of portfolio
|
Q1 2025
Added 82.25%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
21,994
shares
|
$2.33 Million
0.74% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
21,992
shares
|
$2.33 Million
2.36% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,971
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.27%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
21,857
shares
|
$2.32 Million
1.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
21,855
shares
|
$2.32 Million
1.74% of portfolio
|
Q1 2025
Added 26.95%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
21,817
shares
|
$2.32 Million
0.18% of portfolio
|
Q1 2024
Reduced 2.46%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
21,771
shares
|
$2.31 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
21,708
shares
|
$2.3 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
21,666
shares
|
$2.3 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Culbertson A N & CO Inc
|
May 15, 2025 Q1 2025 |
21,646
shares
|
$2.3 Million
0.37% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
21,540
shares
|
$2.29 Million
0.27% of portfolio
|
Q1 2025
Added 328.83%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
21,513
shares
|
$2.28 Million
1.23% of portfolio
|
Q2 2022
Added 144.23%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
21,509
shares
|
$2.28 Million
0.77% of portfolio
|
Q1 2025
Added 15.68%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
21,322
shares
|
$2.26 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,315
shares
|
$2.26 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
21,272
shares
|
$2.26 Million
0.31% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
21,187
shares
|
$2.25 Million
0.45% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
21,096
shares
|
$2.24 Million
0.14% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
21,089
shares
|
$2.24 Million
1.81% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
21,086
shares
|
$2.24 Million
0.87% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
21,061
shares
|
$2.24 Million
1.82% of portfolio
|
Q1 2025
Reduced 14.45%
|