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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
1,703
shares
|
$188,964
0.03% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,703
shares
|
$188,964
0.18% of portfolio
|
Q1 2025
Added 22.61%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
1,700
shares
|
$188,632
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
1,695
shares
|
$188,077
0.02% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
1,675
shares
|
$185,858
0.08% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
1,671
shares
|
$185,414
0.04% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
1,666
shares
|
$184,859
0.05% of portfolio
|
Q1 2024
Reduced 2.17%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
1,618
shares
|
$179,533
0.12% of portfolio
|
Q2 2024
Added 78.78%
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
1,553
shares
|
$172,320
0.04% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,545
shares
|
$171,433
0.08% of portfolio
|
Q1 2024
Added 18.39%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
1,541
shares
|
$170,989
0.06% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
1,498
shares
|
$166,218
0.01% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
1,495
shares
|
$165,885
0.01% of portfolio
|
Q1 2024
Added 162.28%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,486
shares
|
$164,886
0.11% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
1,450
shares
|
$160,892
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
1,435
shares
|
$159,227
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,415
shares
|
$157,008
0.02% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
1,380
shares
|
$153,124
0.05% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
1,366
shares
|
$151,571
0.01% of portfolio
|
Q3 2023
Reduced 59.0%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
1,348
shares
|
$149,574
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,339
shares
|
$148,575
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
1,329
shares
|
$147,465
0.09% of portfolio
|
Q1 2025
Added 94.87%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
1,326
shares
|
$147,132
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,305
shares
|
$144,802
0.02% of portfolio
|
Q2 2023
Added 14.47%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
1,290
shares
|
$143,138
0.07% of portfolio
|
Q2 2022
Reduced 7.79%
|