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 |
|---|---|---|---|---|---|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
3,479
shares
|
$369,261
0.2% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,478
shares
|
$369,154
0.08% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
3,477
shares
|
$369,048
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,475
shares
|
$368,836
0.02% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
3,466
shares
|
$367,881
0.06% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
3,462
shares
|
$367,456
0.04% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
3,454
shares
|
$366,607
0.05% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
3,450
shares
|
$366,183
0.09% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,439
shares
|
$365,015
0.03% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,434
shares
|
$364,484
0.08% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,430
shares
|
$364,060
0.38% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
3,426
shares
|
$363,635
0.29% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,424
shares
|
$363,423
0.02% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
3,420
shares
|
$362,998
0.07% of portfolio
|
Q1 2025
Reduced 46.2%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
3,419
shares
|
$362,892
0.04% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
3,417
shares
|
$362,680
0.05% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
3,413
shares
|
$362,255
0.25% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,406
shares
|
$361,512
0.04% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
3,402
shares
|
$361,088
0.09% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
3,402
shares
|
$361,088
0.1% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
3,397
shares
|
$360,557
0.2% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
3,395
shares
|
$360,345
0.22% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
3,393
shares
|
$360,133
0.09% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
3,391
shares
|
$359,920
0.15% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$359,390
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|