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 2,821 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $52.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
6,991
shares
|
$697,981
0.16% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
6,990
shares
|
$697,881
0.15% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
6,989
shares
|
$697,781
0.94% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,982
shares
|
$697,082
0.07% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
6,959
shares
|
$694,786
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Advisory Inc.
|
Feb 13, 2025 Q4 2024 |
6,940
shares
|
$692,889
0.59% of portfolio
|
Q4 2024
Added 124.96%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
6,914
shares
|
$690,293
0.26% of portfolio
|
Q1 2025
Added 98.79%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
6,896
shares
|
$688,496
0.33% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,854
shares
|
$684,303
0.08% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
6,819
shares
|
$680,808
0.29% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
6,807
shares
|
$679,610
0.7% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
6,790
shares
|
$677,913
0.57% of portfolio
|
Q1 2025
Reduced 82.69%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
6,779
shares
|
$676,815
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
6,762
shares
|
$675,118
0.08% of portfolio
|
Q4 2024
Reduced 48.2%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
6,753
shares
|
$674,219
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
6,727
shares
|
$671,623
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
6,697
shares
|
$668,628
0.06% of portfolio
|
Q2 2024
Added 0.4%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
6,685
shares
|
$667,430
0.23% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
6,683
shares
|
$667,230
0.42% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
6,665
shares
|
$665,433
0.11% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
6,655
shares
|
$664,435
0.39% of portfolio
|
Q1 2025
Reduced 70.23%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,608
shares
|
$659,742
0.23% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
6,600
shares
|
$658,944
0.09% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
6,600
shares
|
$658,944
0.2% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,596
shares
|
$658,544
0.13% of portfolio
|
Q1 2025
Added 8.02%
|