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 |
|---|---|---|---|---|---|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
4,012
shares
|
$425,833
0.2% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
4,011
shares
|
$425,727
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,009
shares
|
$425,515
0.09% of portfolio
|
Q1 2025
Reduced 72.08%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
4,001
shares
|
$424,666
0.06% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$424,560
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
3,984
shares
|
$422,861
0.08% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
3,977
shares
|
$422,118
0.12% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
3,943
shares
|
$418,510
0.12% of portfolio
|
Q1 2025
Reduced 7.0%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
3,935
shares
|
$417,660
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
3,917
shares
|
$415,750
0.03% of portfolio
|
Q2 2024
Added 5.78%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
3,916
shares
|
$415,644
0.22% of portfolio
|
Q2 2023
Reduced 4.0%
|
|
|
Aufman Associates Inc
Sewickley, PA |
May 14, 2025 Q1 2025 |
3,915
shares
|
$415,538
0.28% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
3,914
shares
|
$415,431
0.08% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
3,912
shares
|
$415,219
0.04% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
3,909
shares
|
$414,901
0.32% of portfolio
|
Q3 2024
Reduced 9.58%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
3,890
shares
|
$412,884
0.4% of portfolio
|
Q1 2025
Reduced 9.87%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
3,888
shares
|
$412,672
0.06% of portfolio
|
Q1 2025
Added 95.57%
|
|
|
Tassel Capital Management, Inc.
Matthews, NC |
Apr 22, 2025 Q1 2025 |
3,881
shares
|
$411,929
0.35% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
3,874
shares
|
$411,186
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Mitchell Capital Management CO
|
May 09, 2025 Q1 2025 |
3,872
shares
|
$410,974
0.08% of portfolio
|
Q1 2025
Reduced 10.52%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,856
shares
|
$409,275
0.05% of portfolio
|
Q1 2025
Reduced 85.05%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
3,845
shares
|
$408,108
0.33% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Argent Capital Management LLC
|
Jan 14, 2025 Q4 2024 |
3,825
shares
|
$405,985
0.01% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
3,824
shares
|
$405,879
0.22% of portfolio
|
Q4 2023
Added 15.56%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,816
shares
|
$405,030
0.04% of portfolio
|
Q1 2025
Reduced 66.39%
|