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 |
|---|---|---|---|---|---|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
67,767
shares
|
$7.52 Million
2.14% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
67,682
shares
|
$7.51 Million
0.21% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
67,621
shares
|
$7.5 Million
0.25% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
67,606
shares
|
$7.5 Million
5.71% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
67,605
shares
|
$7.5 Million
3.21% of portfolio
|
Q1 2025
Reduced 50.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
67,416
shares
|
$7.48 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
67,329
shares
|
$7.47 Million
1.1% of portfolio
|
Q1 2025
Added 6.78%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
66,905
shares
|
$7.42 Million
0.52% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
66,725
shares
|
$7.4 Million
0.21% of portfolio
|
Q1 2025
Added 237.92%
|
|
|
Hiley Hunt Wealth Management
Omaha, NE |
Jul 09, 2025 Q2 2025 |
66,618
shares
|
$7.39 Million
3.74% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
66,433
shares
|
$7.37 Million
1.53% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
65,797
shares
|
$7.3 Million
2.38% of portfolio
|
Q2 2022
Reduced 0.22%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
65,684
shares
|
$7.29 Million
1.61% of portfolio
|
Q1 2024
New holding
|
|
|
Noesis Capital Mangement Corp
|
May 06, 2025 Q1 2025 |
65,375
shares
|
$7.25 Million
1.36% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
65,253
shares
|
$7.24 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
65,079
shares
|
$7.22 Million
2.58% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
65,041
shares
|
$7.22 Million
0.27% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
64,816
shares
|
$7.19 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
64,627
shares
|
$7.17 Million
1.15% of portfolio
|
Q1 2025
Reduced 20.03%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
64,525
shares
|
$7.16 Million
0.24% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
64,436
shares
|
$7.15 Million
1.85% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
64,399
shares
|
$7.15 Million
0.25% of portfolio
|
Q3 2023
Added 252.43%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Apr 30, 2025 Q1 2025 |
64,364
shares
|
$7.14 Million
2.54% of portfolio
|
Q1 2025
Added 4.63%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
64,255
shares
|
$7.13 Million
3.59% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
64,124
shares
|
$7.12 Million
1.7% of portfolio
|
Q1 2025
Reduced 48.39%
|