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 |
|---|---|---|---|---|---|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
5,867
shares
|
$622,723
0.43% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
5,859
shares
|
$621,874
0.11% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
5,845
shares
|
$620,388
0.1% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,841
shares
|
$619,963
0.13% of portfolio
|
Q3 2023
Added 4.25%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,834
shares
|
$619,220
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,834
shares
|
$619,220
0.17% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,823
shares
|
$618,053
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$617,628
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
May 15, 2025 Q1 2025 |
5,808
shares
|
$616,461
0.39% of portfolio
|
Q4 2021
New holding
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,805
shares
|
$616,142
0.14% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
5,804
shares
|
$616,036
0.39% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,804
shares
|
$616,036
0.25% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
5,787
shares
|
$614,232
0.1% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$614,126
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,784
shares
|
$613,913
0.3% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
5,781
shares
|
$613,595
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
5,779
shares
|
$613,383
0.06% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,760
shares
|
$611,366
0.08% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,744
shares
|
$609,668
0.11% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,732
shares
|
$608,394
0.04% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,731
shares
|
$608,288
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
5,721
shares
|
$607,226
0.31% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,702
shares
|
$605,210
0.22% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
5,670
shares
|
$601,813
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
5,657
shares
|
$600,433
0.05% of portfolio
|
Q1 2025
Reduced 2.09%
|