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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
4,543
shares
|
$482,194
0.1% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
4,543
shares
|
$482,194
0.09% of portfolio
|
Q1 2025
Added 9.29%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
4,522
shares
|
$479,965
0.13% of portfolio
|
Q2 2024
Added 3.81%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
4,514
shares
|
$479,115
0.44% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
4,510
shares
|
$478,691
0.06% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
4,508
shares
|
$478,479
0.19% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,500
shares
|
$477,630
0.4% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
4,500
shares
|
$477,630
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
4,499
shares
|
$477,523
0.04% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
4,498
shares
|
$477,417
0.42% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
4,493
shares
|
$476,887
0.1% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
4,489
shares
|
$476,462
0.16% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,479
shares
|
$475,401
0.31% of portfolio
|
Q2 2022
Reduced 75.2%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
4,478
shares
|
$475,294
0.25% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
4,474
shares
|
$474,870
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
4,468
shares
|
$474,233
0.26% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,468
shares
|
$474,233
0.35% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
4,450
shares
|
$472,323
0.02% of portfolio
|
Q1 2025
Reduced 53.38%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
4,449
shares
|
$472,216
0.04% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,449
shares
|
$472,216
0.03% of portfolio
|
Q1 2025
Reduced 59.86%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
4,432
shares
|
$470,412
0.07% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,426
shares
|
$469,775
0.06% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
4,418
shares
|
$468,926
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,416
shares
|
$468,714
0.1% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,408
shares
|
$467,865
0.06% of portfolio
|
Q1 2025
Reduced 16.37%
|