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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,582
shares
|
$657,146
0.39% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
6,580
shares
|
$656,947
0.37% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,558
shares
|
$654,750
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
6,547
shares
|
$653,652
0.2% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
6,542
shares
|
$653,153
0.13% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
6,540
shares
|
$652,953
0.13% of portfolio
|
Q4 2024
Reduced 3.64%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
6,539
shares
|
$652,853
0.03% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,507
shares
|
$649,658
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,503
shares
|
$649,259
0.21% of portfolio
|
Q4 2024
Added 49.22%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 05, 2025 Q4 2024 |
6,495
shares
|
$648,460
0.33% of portfolio
|
Q4 2024
Reduced 44.65%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,473
shares
|
$646,264
0.28% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
6,472
shares
|
$646,164
0.3% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
6,440
shares
|
$642,969
0.2% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
6,434
shares
|
$642,370
0.19% of portfolio
|
Q3 2024
Reduced 79.35%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
6,430
shares
|
$641,971
0.06% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
6,423
shares
|
$641,272
1.19% of portfolio
|
Q4 2024
Added 34.68%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
Feb 27, 2025 Q4 2024 |
6,422
shares
|
$641,172
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
6,418
shares
|
$640,773
0.11% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
6,414
shares
|
$640,373
0.04% of portfolio
|
Q1 2025
Added 53.01%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
6,410
shares
|
$639,974
0.5% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
6,407
shares
|
$639,674
0.06% of portfolio
|
Q4 2024
Added 34.77%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,403
shares
|
$639,275
0.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
6,399
shares
|
$638,876
0.07% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
6,393
shares
|
$638,277
0.14% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
6,389
shares
|
$637,877
0.14% of portfolio
|
Q4 2024
Added 33.63%
|