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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
2,027
shares
|
$224,915
0.1% of portfolio
|
Q1 2025
Added 11.07%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
2,017
shares
|
$223,806
0.13% of portfolio
|
Q2 2024
Reduced 95.02%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,003
shares
|
$222,252
0.03% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,995
shares
|
$221,365
0.03% of portfolio
|
Q2 2025
Added 22.17%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,994
shares
|
$221,254
0.03% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,991
shares
|
$220,921
0.11% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
1,987
shares
|
$220,477
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
1,983
shares
|
$220,033
0.14% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
1,981
shares
|
$219,811
0.14% of portfolio
|
Q1 2025
Reduced 31.07%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
1,981
shares
|
$219,811
0.07% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
1,980
shares
|
$219,700
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
1,979
shares
|
$219,589
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
1,976
shares
|
$219,256
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,972
shares
|
$218,813
0.07% of portfolio
|
Q3 2023
Reduced 15.36%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,970
shares
|
$218,591
0.03% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
1,970
shares
|
$218,591
0.03% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Goodwin Investment Advisory
Woodstock, GA |
May 06, 2025 Q1 2025 |
1,961
shares
|
$217,592
0.32% of portfolio
|
Q1 2025
Reduced 35.54%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,957
shares
|
$217,148
0.04% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
1,957
shares
|
$217,148
0.15% of portfolio
|
Q3 2024
Reduced 16.55%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
1,956
shares
|
$217,037
0.04% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,954
shares
|
$216,815
0.11% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
1,953
shares
|
$216,704
0.12% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
1,950
shares
|
$216,372
0.17% of portfolio
|
Q1 2025
Reduced 4.92%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
1,948
shares
|
$216,150
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
1,946
shares
|
$215,928
0.02% of portfolio
|
Q4 2023
New holding
|