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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
86
shares
|
$9,542
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
82
shares
|
$9,098
0.0% of portfolio
|
Q2 2025
Reduced 57.29%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
81
shares
|
$8,987
0.0% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
79
shares
|
$8,765
0.0% of portfolio
|
Q1 2025
Reduced 44.76%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
79
shares
|
$8,765
0.0% of portfolio
|
Q2 2024
Added 51.92%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
78
shares
|
$8,654
0.01% of portfolio
|
Q1 2025
Reduced 47.3%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
78
shares
|
$8,654
0.01% of portfolio
|
Q4 2024
Reduced 49.35%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
75
shares
|
$8,322
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
67
shares
|
$7,434
0.0% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
65
shares
|
$7,212
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
64
shares
|
$7,101
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
63
shares
|
$6,990
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
60
shares
|
$6,657
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
55
shares
|
$6,102
0.0% of portfolio
|
Q4 2024
Reduced 44.44%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
54
shares
|
$5,991
0.01% of portfolio
|
Q3 2022
Reduced 9.26%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
50
shares
|
$5,548
0.0% of portfolio
|
Q4 2024
Added 354.55%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
50
shares
|
$5,548
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
48
shares
|
$5,326
0.0% of portfolio
|
Q2 2025
Reduced 29.41%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
46
shares
|
$5,104
0.0% of portfolio
|
Q2 2021
Reduced 68.71%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
44
shares
|
$4,882
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
40
shares
|
$4,438
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
40
shares
|
$4,438
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
37
shares
|
$4,105
0.0% of portfolio
|
Q1 2022
Added 2.78%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
37
shares
|
$4,105
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
34
shares
|
$3,772
0.0% of portfolio
|
Q4 2024
New holding
|