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 |
|---|---|---|---|---|---|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
4,182
shares
|
$443,877
0.18% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
4,180
shares
|
$443,665
0.12% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
4,180
shares
|
$443,665
0.24% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
4,165
shares
|
$442,073
0.01% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
4,163
shares
|
$441,860
0.14% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
4,151
shares
|
$440,587
0.04% of portfolio
|
Q1 2025
Reduced 36.01%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
4,136
shares
|
$438,995
0.02% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,131
shares
|
$438,464
0.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
4,127
shares
|
$438,039
0.09% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
4,125
shares
|
$437,827
0.05% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$436,978
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
4,111
shares
|
$436,341
0.43% of portfolio
|
Q1 2025
Reduced 78.16%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,110
shares
|
$436,235
0.41% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
4,102
shares
|
$435,386
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,101
shares
|
$435,280
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,070
shares
|
$431,989
0.13% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
4,057
shares
|
$430,609
0.06% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
4,051
shares
|
$429,973
0.18% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,038
shares
|
$428,593
0.09% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
4,035
shares
|
$428,274
0.49% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,033
shares
|
$428,062
0.14% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,030
shares
|
$427,744
0.34% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,029
shares
|
$427,638
0.03% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
4,025
shares
|
$427,213
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
4,013
shares
|
$425,939
0.11% of portfolio
|
Q1 2025
Reduced 5.13%
|