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 |
|---|---|---|---|---|---|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
6,070
shares
|
$644,269
0.35% of portfolio
|
Q1 2025
Added 11.68%
|
|
|
Erts Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,067
shares
|
$643,951
0.12% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
6,062
shares
|
$643,420
0.05% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
ETF Store, Inc.
|
May 05, 2025 Q1 2025 |
6,059
shares
|
$643,102
0.8% of portfolio
|
Q1 2025
Added 15.85%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
6,056
shares
|
$642,783
0.14% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
6,035
shares
|
$640,554
0.22% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
6,027
shares
|
$639,705
0.07% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
6,017
shares
|
$638,644
0.56% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$636,840
1.55% of portfolio
|
Q4 2021
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,990
shares
|
$635,778
0.04% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
5,986
shares
|
$635,354
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,979
shares
|
$634,611
0.26% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
5,976
shares
|
$634,292
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,973
shares
|
$633,974
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
5,971
shares
|
$633,761
0.11% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
5,962
shares
|
$632,806
0.17% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,961
shares
|
$632,700
0.06% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
5,958
shares
|
$632,382
0.49% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
5,950
shares
|
$631,533
0.31% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
5,940
shares
|
$630,471
0.18% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
5,936
shares
|
$630,047
0.43% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
5,931
shares
|
$629,516
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
5,903
shares
|
$626,544
0.33% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
5,883
shares
|
$624,421
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
5,877
shares
|
$623,784
0.31% of portfolio
|
Q1 2025
Added 0.03%
|