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 |
|---|---|---|---|---|---|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
659
shares
|
$68,957
0.05% of portfolio
|
Q1 2025
Reduced 50.97%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
650
shares
|
$68,016
0.03% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
648
shares
|
$67,806
0.06% of portfolio
|
Q1 2025
Added 14.89%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
638
shares
|
$66,760
0.01% of portfolio
|
Q1 2025
Added 32.92%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
638
shares
|
$66,760
0.0% of portfolio
|
Q3 2024
Reduced 50.27%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
628
shares
|
$65,713
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
620
shares
|
$64,876
0.01% of portfolio
|
Q1 2024
Reduced 57.94%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
618
shares
|
$64,667
0.05% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
615
shares
|
$64,353
0.01% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
600
shares
|
$62,784
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
593
shares
|
$62,051
0.05% of portfolio
|
Q4 2024
Added 25.37%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
584
shares
|
$61,109
0.01% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
567
shares
|
$59,330
0.03% of portfolio
|
Q2 2022
Added 1.61%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
559
shares
|
$58,493
0.01% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
559
shares
|
$58,493
0.01% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$56,924
0.01% of portfolio
|
Q3 2022
Added 504.44%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
533
shares
|
$55,773
0.02% of portfolio
|
Q1 2025
Reduced 28.36%
|
|
|
Ball & CO Wealth Management Inc.
Franklin, TN |
May 09, 2025 Q1 2025 |
512
shares
|
$53,575
0.06% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
507
shares
|
$53,052
0.02% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
502
shares
|
$52,529
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
496
shares
|
$51,901
0.01% of portfolio
|
Q4 2024
Reduced 10.14%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
496
shares
|
$51,901
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
495
shares
|
$51,796
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
494
shares
|
$51,692
0.03% of portfolio
|
Q4 2023
Added 0.41%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
482
shares
|
$50,436
0.13% of portfolio
|
Q3 2024
Added 285.6%
|