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 |
|---|---|---|---|---|---|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
2,734
shares
|
$291,717
0.11% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
2,734
shares
|
$291,717
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
May 02, 2025 Q1 2025 |
2,733
shares
|
$291,611
0.06% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
2,720
shares
|
$290,224
0.24% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
2,703
shares
|
$288,410
0.17% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
2,703
shares
|
$288,410
0.23% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Dopkins Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,701
shares
|
$288,196
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,699
shares
|
$287,983
0.15% of portfolio
|
Q1 2025
Reduced 16.36%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
2,697
shares
|
$287,769
0.07% of portfolio
|
Q1 2024
Added 27.04%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
2,693
shares
|
$287,343
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
2,678
shares
|
$285,742
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
2,677
shares
|
$285,635
0.01% of portfolio
|
Q1 2025
Reduced 20.23%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
2,677
shares
|
$285,635
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
2,675
shares
|
$285,422
0.04% of portfolio
|
Q1 2025
Reduced 78.08%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
2,673
shares
|
$285,209
0.08% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
2,667
shares
|
$284,568
0.26% of portfolio
|
Q4 2023
Added 3.75%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
2,665
shares
|
$284,355
0.11% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Parkside Advisors LLC
|
Apr 09, 2025 Q1 2025 |
2,664
shares
|
$284,248
0.07% of portfolio
|
Q2 2023
Reduced 0.15%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
2,664
shares
|
$284,248
0.16% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
2,655
shares
|
$283,288
0.09% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
2,650
shares
|
$282,755
0.17% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,648
shares
|
$282,541
0.18% of portfolio
|
Q1 2023
Added 2.12%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
2,643
shares
|
$282,008
0.07% of portfolio
|
Q1 2025
Reduced 58.92%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
2,641
shares
|
$281,794
0.09% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
2,636
shares
|
$281,261
0.05% of portfolio
|
Q1 2025
Added 6.16%
|