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 |
|---|---|---|---|---|---|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
49,834
shares
|
$5.53 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
49,786
shares
|
$5.52 Million
0.59% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
49,479
shares
|
$5.49 Million
4.31% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Apr 15, 2025 Q1 2025 |
49,445
shares
|
$5.49 Million
3.35% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Apr 21, 2025 Q1 2025 |
49,378
shares
|
$5.48 Million
1.42% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
49,214
shares
|
$5.46 Million
2.22% of portfolio
|
Q1 2025
Added 20.53%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
49,009
shares
|
$5.44 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.32%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
48,824
shares
|
$5.42 Million
4.9% of portfolio
|
Q1 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
48,720
shares
|
$5.41 Million
1.41% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
|
Td Asset Management Inc
|
May 07, 2025 Q1 2025 |
48,694
shares
|
$5.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
48,668
shares
|
$5.4 Million
0.6% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
48,375
shares
|
$5.37 Million
2.24% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
48,353
shares
|
$5.37 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.3%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
48,215
shares
|
$5.35 Million
0.35% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
48,200
shares
|
$5.35 Million
0.96% of portfolio
|
Q1 2025
Added 57.96%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
48,100
shares
|
$5.34 Million
0.47% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
48,079
shares
|
$5.33 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Melone Private Wealth, LLC
|
Jul 08, 2025 Q2 2025 |
47,809
shares
|
$5.3 Million
2.67% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
47,613
shares
|
$5.28 Million
1.44% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
47,518
shares
|
$5.27 Million
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
47,400
shares
|
$5.26 Million
2.2% of portfolio
|
Q1 2025
Added 7.88%
|
|
|
Anb Bank
Denver, CO |
May 06, 2025 Q1 2025 |
47,303
shares
|
$5.25 Million
2.21% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
47,115
shares
|
$5.23 Million
1.1% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
47,107
shares
|
$5.23 Million
3.87% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
47,060
shares
|
$5.22 Million
0.95% of portfolio
|
Q1 2025
Added 1.51%
|