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 2,811 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
896
shares
|
$93,757
0.09% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
889
shares
|
$93,024
0.08% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
867
shares
|
$90,722
0.0% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
856
shares
|
$89,571
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
852
shares
|
$89,153
0.03% of portfolio
|
Q1 2025
Added 355.61%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
832
shares
|
$87,060
0.03% of portfolio
|
Q1 2025
Added 2981.48%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
824
shares
|
$86,223
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
819
shares
|
$85,700
0.04% of portfolio
|
Q1 2025
Reduced 78.8%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
796
shares
|
$83,293
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
780
shares
|
$81,619
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
772
shares
|
$80,782
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
765
shares
|
$80,049
0.04% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
762
shares
|
$79,735
0.04% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
759
shares
|
$79,421
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
753
shares
|
$78,793
0.01% of portfolio
|
Q1 2025
Added 66.96%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
742
shares
|
$77,642
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
738
shares
|
$77,224
0.0% of portfolio
|
Q3 2022
Reduced 9.11%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
723
shares
|
$75,654
0.02% of portfolio
|
Q1 2025
Added 21.31%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
710
shares
|
$74,294
0.01% of portfolio
|
Q1 2025
Added 224.2%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
700
shares
|
$73,248
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
693
shares
|
$72,515
0.01% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
690
shares
|
$72,201
0.03% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
677
shares
|
$70,841
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
673
shares
|
$70,422
0.05% of portfolio
|
Q1 2025
Reduced 5.65%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
661
shares
|
$69,167
0.02% of portfolio
|
Q1 2025
New holding
|