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 |
---|---|---|---|---|---|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
29,597
shares
|
$3.28 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
29,375
shares
|
$3.26 Million
0.26% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
29,299
shares
|
$3.25 Million
2.71% of portfolio
|
Q1 2025
Added 7.5%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
29,261
shares
|
$3.25 Million
1.75% of portfolio
|
Q4 2024
Added 5.83%
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
29,191
shares
|
$3.24 Million
1.23% of portfolio
|
Q2 2025
Added 7.55%
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
29,107
shares
|
$3.23 Million
1.76% of portfolio
|
Q1 2025
Reduced 7.27%
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
29,080
shares
|
$3.23 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
29,063
shares
|
$3.22 Million
1.22% of portfolio
|
Q1 2025
Added 0.65%
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,992
shares
|
$3.22 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
28,935
shares
|
$3.21 Million
1.66% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
28,922
shares
|
$3.21 Million
0.13% of portfolio
|
Q1 2025
Added 46.71%
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
28,900
shares
|
$3.21 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
Dbk Financial Counsel, LLC
|
Apr 10, 2025 Q1 2025 |
28,839
shares
|
$3.2 Million
3.07% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
28,828
shares
|
$3.2 Million
2.42% of portfolio
|
Q2 2025
Added 13.3%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
28,780
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Added 0.46%
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
28,755
shares
|
$3.19 Million
0.56% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
28,740
shares
|
$3.19 Million
0.89% of portfolio
|
Q1 2025
Added 0.82%
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
28,740
shares
|
$3.19 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
28,710
shares
|
$3.19 Million
0.83% of portfolio
|
Q1 2025
Added 14.32%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
May 05, 2025 Q1 2025 |
28,709
shares
|
$3.19 Million
1.64% of portfolio
|
Q1 2025
Reduced 19.19%
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
28,434
shares
|
$3.16 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
28,400
shares
|
$3.15 Million
1.67% of portfolio
|
Q2 2025
Added 7.35%
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
28,324
shares
|
$3.14 Million
0.48% of portfolio
|
Q1 2025
Added 37.63%
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
28,272
shares
|
$3.14 Million
2.16% of portfolio
|
Q1 2025
Added 5.41%
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
28,269
shares
|
$3.14 Million
1.61% of portfolio
|
Q1 2025
Reduced 1.67%
|