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 |
|---|---|---|---|---|---|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
6,989
shares
|
$741,812
0.3% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
6,959
shares
|
$738,628
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
6,957
shares
|
$738,415
1.51% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
6,956
shares
|
$738,309
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
6,944
shares
|
$737,036
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
6,928
shares
|
$735,337
0.66% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
6,918
shares
|
$734,276
0.0% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Apr 28, 2025 Q1 2025 |
6,914
shares
|
$733,851
0.26% of portfolio
|
Q1 2025
Added 98.79%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
6,896
shares
|
$731,941
0.33% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
6,819
shares
|
$723,768
0.29% of portfolio
|
Q1 2025
Reduced 76.96%
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
6,815
shares
|
$723,344
0.52% of portfolio
|
Q1 2025
Reduced 12.97%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
6,813
shares
|
$723,131
0.06% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,813
shares
|
$723,131
0.28% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
6,807
shares
|
$722,494
0.7% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
6,790
shares
|
$720,690
0.57% of portfolio
|
Q1 2025
Reduced 82.69%
|
|
|
Tru Independence Asset Management 2, LLC
|
Apr 30, 2025 Q1 2025 |
6,764
shares
|
$717,930
0.61% of portfolio
|
Q1 2025
Added 69.14%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
6,753
shares
|
$716,763
0.08% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Carson Advisory Inc.
|
May 02, 2025 Q1 2025 |
6,710
shares
|
$712,199
0.51% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
6,707
shares
|
$711,880
0.13% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
6,703
shares
|
$711,456
0.41% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
6,691
shares
|
$710,182
0.63% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Mma Asset Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
6,688
shares
|
$709,864
0.3% of portfolio
|
Q1 2025
Added 2.97%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
6,685
shares
|
$709,545
0.23% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Sather Financial Group Inc
|
May 07, 2025 Q1 2025 |
6,670
shares
|
$707,953
0.05% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
6,665
shares
|
$707,423
0.11% of portfolio
|
Q1 2025
Added 3.09%
|