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 |
|---|---|---|---|---|---|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
14,339
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 93.79%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
14,320
shares
|
$1.52 Million
0.43% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
14,258
shares
|
$1.51 Million
0.05% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
14,254
shares
|
$1.51 Million
1.43% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
14,240
shares
|
$1.51 Million
0.19% of portfolio
|
Q1 2025
Added 21.31%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
14,214
shares
|
$1.51 Million
1.13% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
Apr 24, 2025 Q1 2025 |
14,211
shares
|
$1.51 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
14,157
shares
|
$1.5 Million
0.77% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
14,139
shares
|
$1.5 Million
0.41% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
14,118
shares
|
$1.5 Million
0.96% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
14,115
shares
|
$1.5 Million
0.96% of portfolio
|
Q2 2024
Added 0.61%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
14,047
shares
|
$1.49 Million
1.97% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
J.Safra Asset Management Corp
|
Apr 25, 2025 Q1 2025 |
13,975
shares
|
$1.48 Million
0.13% of portfolio
|
Q1 2025
Reduced 97.9%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,964
shares
|
$1.48 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
13,927
shares
|
$1.48 Million
0.49% of portfolio
|
Q1 2025
Reduced 16.64%
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
13,915
shares
|
$1.48 Million
0.95% of portfolio
|
Q1 2025
Added 470.05%
|
|
|
Great Point Wealth Advisors, LLC
Boston, MA |
Apr 28, 2025 Q1 2025 |
13,832
shares
|
$1.47 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
13,801
shares
|
$1.46 Million
0.23% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
13,797
shares
|
$1.46 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
13,740
shares
|
$1.46 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,724
shares
|
$1.46 Million
0.11% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
13,680
shares
|
$1.45 Million
0.67% of portfolio
|
Q1 2025
Reduced 82.68%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
13,659
shares
|
$1.45 Million
0.32% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
13,610
shares
|
$1.44 Million
0.48% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
May 13, 2025 Q1 2025 |
13,604
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.43%
|