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 |
|---|---|---|---|---|---|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
52,616
shares
|
$5.84 Million
3.58% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
52,489
shares
|
$5.82 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Performa LTD (Us), LLC
|
May 09, 2025 Q1 2025 |
52,317
shares
|
$5.81 Million
1.82% of portfolio
|
Q1 2025
Added 14.82%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
52,094
shares
|
$5.78 Million
0.18% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
51,997
shares
|
$5.77 Million
2.24% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
51,976
shares
|
$5.77 Million
0.61% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
51,933
shares
|
$5.76 Million
0.54% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
51,904
shares
|
$5.76 Million
0.17% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
51,872
shares
|
$5.76 Million
0.3% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Mason Street Advisors, LLC
Milwaukee, WI |
May 14, 2025 Q1 2025 |
51,600
shares
|
$5.73 Million
0.69% of portfolio
|
Q4 2024
Reduced 61.41%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
51,378
shares
|
$5.7 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Parthenon LLC
|
May 02, 2025 Q1 2025 |
51,317
shares
|
$5.69 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
51,243
shares
|
$5.69 Million
0.17% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
51,203
shares
|
$5.68 Million
0.73% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
51,041
shares
|
$5.66 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
51,036
shares
|
$5.66 Million
0.98% of portfolio
|
Q1 2025
Added 6.96%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
50,760
shares
|
$5.63 Million
0.45% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
50,686
shares
|
$5.62 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
50,461
shares
|
$5.6 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
50,406
shares
|
$5.59 Million
4.48% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
50,369
shares
|
$5.59 Million
0.44% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
50,325
shares
|
$5.58 Million
2.9% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
50,245
shares
|
$5.58 Million
0.21% of portfolio
|
Q1 2025
Reduced 33.02%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
50,067
shares
|
$5.56 Million
0.84% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
49,858
shares
|
$5.53 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.05%
|