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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
7,336
shares
|
$778,643
0.17% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
7,313
shares
|
$776,201
0.33% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
7,311
shares
|
$775,989
0.74% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
7,266
shares
|
$771,213
0.0% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
7,265
shares
|
$771,107
0.3% of portfolio
|
Q3 2024
Reduced 13.84%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,261
shares
|
$770,682
0.06% of portfolio
|
Q3 2023
Added 27.03%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,247
shares
|
$769,196
0.21% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
7,241
shares
|
$768,559
0.07% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
7,196
shares
|
$763,783
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
7,187
shares
|
$762,828
0.34% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
7,151
shares
|
$759,007
0.04% of portfolio
|
Q1 2025
Added 153.4%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
May 14, 2025 Q1 2025 |
7,135
shares
|
$757,308
0.01% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
7,078
shares
|
$751,258
0.14% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,070
shares
|
$750,409
0.2% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
7,070
shares
|
$750,409
0.32% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
7,069
shares
|
$750,303
0.05% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
7,068
shares
|
$750,197
0.01% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
7,049
shares
|
$748,180
0.06% of portfolio
|
Q1 2025
Reduced 15.69%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
7,048
shares
|
$748,074
0.1% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
7,046
shares
|
$747,862
0.1% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
7,041
shares
|
$747,331
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Capital Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
7,024
shares
|
$745,527
0.19% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
7,016
shares
|
$744,678
0.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,992
shares
|
$742,130
0.1% of portfolio
|
Q1 2025
Reduced 94.15%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
6,991
shares
|
$742,024
0.16% of portfolio
|
Q1 2025
Reduced 4.52%
|