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 2,823 institutions that hold shares in the stock, with a total of 566 Million shares, which have been reported (via 13F filing form) to have a value of $62.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
38,455
shares
|
$4.27 Million
0.15% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
May 14, 2025 Q1 2025 |
38,327
shares
|
$4.25 Million
2.56% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
38,215
shares
|
$4.24 Million
0.94% of portfolio
|
Q1 2025
Added 84.87%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
38,172
shares
|
$4.24 Million
0.03% of portfolio
|
Q1 2025
Added 11.96%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
38,156
shares
|
$4.23 Million
0.5% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
38,141
shares
|
$4.23 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
37,922
shares
|
$4.21 Million
0.14% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
37,912
shares
|
$4.21 Million
0.89% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
37,840
shares
|
$4.2 Million
3.48% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
37,620
shares
|
$4.17 Million
0.57% of portfolio
|
Q1 2025
Reduced 24.52%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
37,414
shares
|
$4.15 Million
0.12% of portfolio
|
Q2 2025
Added 35.93%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
37,150
shares
|
$4.12 Million
0.26% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
May 09, 2025 Q1 2025 |
37,043
shares
|
$4.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
36,985
shares
|
$4.1 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Apr 24, 2025 Q1 2025 |
36,955
shares
|
$4.1 Million
3.61% of portfolio
|
Q1 2025
Added 6.73%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
36,881
shares
|
$4.09 Million
2.12% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Hi Line Capital Management, LLC
Watertown, SD |
Apr 23, 2025 Q1 2025 |
36,849
shares
|
$4.09 Million
1.8% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
36,781
shares
|
$4.08 Million
0.45% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
36,761
shares
|
$4.08 Million
3.3% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
36,756
shares
|
$4.08 Million
2.05% of portfolio
|
Q1 2025
Added 6.51%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
36,694
shares
|
$4.07 Million
0.12% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
36,625
shares
|
$4.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
36,410
shares
|
$4.04 Million
2.1% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
36,324
shares
|
$4.03 Million
2.09% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
36,166
shares
|
$4.01 Million
2.63% of portfolio
|
Q2 2025
Added 5.85%
|