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 |
|---|---|---|---|---|---|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
63
shares
|
$6,592
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
60
shares
|
$6,278
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
55
shares
|
$5,755
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,650
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
50
shares
|
$5,232
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
50
shares
|
$5,232
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$4,813
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
40
shares
|
$4,185
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
40
shares
|
$4,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
37
shares
|
$3,871
0.0% of portfolio
|
Q1 2022
Added 2.78%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
37
shares
|
$3,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
37
shares
|
$3,871
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
34
shares
|
$3,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
32
shares
|
$3,348
0.0% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Apr 30, 2025 Q1 2025 |
32
shares
|
$3,348
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
30
shares
|
$3,139
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
28
shares
|
$2,929
0.0% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
25
shares
|
$2,616
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
24
shares
|
$2,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
23
shares
|
$2,406
0.0% of portfolio
|
Q1 2025
Reduced 94.38%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
22
shares
|
$2,302
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
22
shares
|
$2,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
20
shares
|
$2,092
0.0% of portfolio
|
Q2 2023
Added 1300.0%
|
|
|
Promus Capital, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
19
shares
|
$1,988
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
18
shares
|
$1,883
0.0% of portfolio
|
Q4 2024
Reduced 97.27%
|