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 |
|---|---|---|---|---|---|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
18,394
shares
|
$1.95 Million
0.65% of portfolio
|
Q1 2023
Added 2.23%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
18,390
shares
|
$1.95 Million
0.73% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
18,379
shares
|
$1.95 Million
0.51% of portfolio
|
Q1 2025
Reduced 62.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
18,370
shares
|
$1.95 Million
0.23% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
18,288
shares
|
$1.94 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
18,284
shares
|
$1.94 Million
1.08% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
18,226
shares
|
$1.93 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
18,212
shares
|
$1.93 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
18,198
shares
|
$1.93 Million
1.89% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Busey Wealth Management
|
May 15, 2025 Q1 2025 |
18,108
shares
|
$1.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
18,041
shares
|
$1.91 Million
0.19% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
18,026
shares
|
$1.91 Million
1.64% of portfolio
|
Q1 2025
Reduced 72.82%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
18,014
shares
|
$1.91 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
17,964
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
Added 80.74%
|
|
|
Macroview Investment Management LLC
|
Apr 29, 2025 Q1 2025 |
17,932
shares
|
$1.9 Million
1.81% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
17,908
shares
|
$1.9 Million
0.87% of portfolio
|
Q1 2024
Added 32.44%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
17,861
shares
|
$1.9 Million
0.15% of portfolio
|
Q2 2024
Added 1.43%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
17,829
shares
|
$1.89 Million
0.11% of portfolio
|
Q1 2025
Added 724.65%
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
17,796
shares
|
$1.89 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
17,728
shares
|
$1.88 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
17,728
shares
|
$1.88 Million
1.32% of portfolio
|
Q1 2025
Added 15.36%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
17,687
shares
|
$1.88 Million
1.85% of portfolio
|
Q1 2025
Added 10.99%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
17,684
shares
|
$1.88 Million
1.02% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
17,661
shares
|
$1.87 Million
0.36% of portfolio
|
Q1 2025
Reduced 55.45%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
17,659
shares
|
$1.87 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.72%
|