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 |
|---|---|---|---|---|---|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
12,063
shares
|
$1.28 Million
0.48% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
12,058
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2025
Reduced 40.57%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
12,052
shares
|
$1.28 Million
0.76% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
12,024
shares
|
$1.28 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
12,018
shares
|
$1.28 Million
0.6% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
11,985
shares
|
$1.27 Million
0.03% of portfolio
|
Q1 2023
Added 399.17%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
11,979
shares
|
$1.27 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
11,966
shares
|
$1.27 Million
0.41% of portfolio
|
Q3 2024
Added 28.75%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
11,965
shares
|
$1.27 Million
0.01% of portfolio
|
Q1 2025
Added 17.79%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
11,957
shares
|
$1.27 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
11,922
shares
|
$1.27 Million
0.27% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
11,893
shares
|
$1.26 Million
0.27% of portfolio
|
Q1 2023
Added 6.84%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
11,867
shares
|
$1.26 Million
0.6% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
11,814
shares
|
$1.25 Million
0.2% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
11,787
shares
|
$1.25 Million
0.09% of portfolio
|
Q1 2025
Added 148.3%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,784
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2023
Added 0.72%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
11,775
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
11,749
shares
|
$1.25 Million
0.14% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
11,730
shares
|
$1.25 Million
0.13% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
11,692
shares
|
$1.24 Million
0.57% of portfolio
|
Q4 2023
Added 1.83%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
11,686
shares
|
$1.24 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
11,674
shares
|
$1.24 Million
0.62% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
11,608
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 61.51%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
11,583
shares
|
$1.23 Million
0.32% of portfolio
|
Q1 2025
Added 22.36%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
11,571
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2023
Reduced 31.29%
|