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 |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
9,302
shares
|
$987,314
0.3% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
9,299
shares
|
$986,995
0.19% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$984,873
0.18% of portfolio
|
Q4 2022
Added 49.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
9,279
shares
|
$984,873
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Argentarii, LLC
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
9,250
shares
|
$981,795
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
9,209
shares
|
$977,443
0.66% of portfolio
|
Q1 2025
Reduced 10.23%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
9,202
shares
|
$976,700
0.83% of portfolio
|
Q4 2024
New holding
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
9,170
shares
|
$973,303
0.04% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Chandler Asset Management, Inc.
|
May 07, 2025 Q1 2025 |
9,150
shares
|
$971,181
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
9,143
shares
|
$970,438
0.61% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
9,142
shares
|
$970,331
0.21% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
9,122
shares
|
$968,209
0.59% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
9,066
shares
|
$962,265
0.63% of portfolio
|
Q1 2025
Reduced 52.72%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
9,025
shares
|
$957,913
0.0% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
9,020
shares
|
$957,382
0.93% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
9,019
shares
|
$957,276
0.08% of portfolio
|
Q1 2025
Reduced 24.5%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
9,012
shares
|
$956,533
0.08% of portfolio
|
Q1 2025
Reduced 17.02%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
9,011
shares
|
$956,427
0.02% of portfolio
|
Q1 2025
Added 15.39%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
9,011
shares
|
$956,427
0.29% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
9,001
shares
|
$955,366
0.93% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
9,000
shares
|
$955,260
0.93% of portfolio
|
Q2 2022
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
9,000
shares
|
$955,260
0.27% of portfolio
|
Q4 2024
Reduced 15.49%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
8,999
shares
|
$955,153
0.21% of portfolio
|
Q1 2022
Reduced 1.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
8,991
shares
|
$954,304
0.04% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
8,948
shares
|
$949,740
0.08% of portfolio
|
Q1 2025
Added 1.0%
|