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 |
|---|---|---|---|---|---|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
975
shares
|
$108,186
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
975
shares
|
$108,186
0.24% of portfolio
|
Q4 2022
Reduced 45.44%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
969
shares
|
$107,520
0.1% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
965
shares
|
$107,076
0.05% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
964
shares
|
$106,965
0.04% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
956
shares
|
$106,077
0.04% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
953
shares
|
$105,744
0.04% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
930
shares
|
$103,192
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
919
shares
|
$101,972
0.01% of portfolio
|
Q4 2024
Reduced 8.47%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
912
shares
|
$101,195
0.07% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
896
shares
|
$99,420
0.09% of portfolio
|
Q4 2024
Reduced 26.07%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
867
shares
|
$96,202
0.0% of portfolio
|
Q4 2024
Reduced 16.39%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
856
shares
|
$94,981
0.03% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
852
shares
|
$94,537
0.03% of portfolio
|
Q1 2025
Added 355.61%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
832
shares
|
$92,318
0.03% of portfolio
|
Q1 2025
Added 2981.48%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
824
shares
|
$91,431
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
819
shares
|
$90,876
0.04% of portfolio
|
Q1 2025
Reduced 78.8%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
796
shares
|
$88,324
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
780
shares
|
$86,548
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
772
shares
|
$85,661
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
765
shares
|
$84,884
0.04% of portfolio
|
Q1 2025
Reduced 24.93%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
762
shares
|
$84,551
0.04% of portfolio
|
Q4 2024
Added 16.87%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
759
shares
|
$84,218
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
753
shares
|
$83,552
0.01% of portfolio
|
Q1 2025
Added 66.96%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
742
shares
|
$82,332
0.03% of portfolio
|
Q1 2025
New holding
|