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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
210
shares
|
$21,974
0.02% of portfolio
|
Q4 2024
Reduced 85.11%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
210
shares
|
$21,974
0.01% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
208
shares
|
$21,765
0.0% of portfolio
|
Q4 2024
Added 38.67%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
204
shares
|
$21,346
0.0% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
London CO Of Virginia
Richmond, VA |
May 15, 2025 Q1 2025 |
202
shares
|
$21,137
0.0% of portfolio
|
Q1 2025
Reduced 31.53%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
200
shares
|
$20,928
0.01% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
193
shares
|
$20,195
0.01% of portfolio
|
Q2 2022
Added 264.15%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
192
shares
|
$20,090
0.01% of portfolio
|
Q3 2024
Added 134.15%
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
187
shares
|
$19,567
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
173
shares
|
$18,102
0.0% of portfolio
|
Q1 2025
Reduced 71.36%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
172
shares
|
$17,998
0.0% of portfolio
|
Q1 2025
Added 212.73%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
164
shares
|
$17,160
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
154
shares
|
$16,114
0.01% of portfolio
|
Q1 2025
Added 19.38%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
151
shares
|
$15,800
0.01% of portfolio
|
Q1 2025
Reduced 60.05%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
150
shares
|
$15,696
0.01% of portfolio
|
Q1 2025
Reduced 7.98%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
147
shares
|
$15,382
0.01% of portfolio
|
Q1 2024
Added 34.86%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
May 14, 2025 Q1 2025 |
141
shares
|
$14,754
0.01% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
140
shares
|
$14,649
0.0% of portfolio
|
Q1 2025
Reduced 95.22%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
140
shares
|
$14,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
138
shares
|
$14,440
0.01% of portfolio
|
Q1 2025
Added 10.4%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
138
shares
|
$14,440
0.0% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
136
shares
|
$14,231
0.01% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
136
shares
|
$14,231
0.01% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Cardinal Strategic Wealth Guidance
|
May 01, 2025 Q1 2025 |
134
shares
|
$14,021
0.0% of portfolio
|
Q1 2025
Reduced 93.5%
|
|
|
Goodman Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
129
shares
|
$13,498
0.0% of portfolio
|
Q1 2025
New holding
|