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 2,820 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 |
|---|---|---|---|---|---|
|
Armbruster Capital Management, Inc.
|
Apr 16, 2025 Q1 2025 |
23,100
shares
|
$2.56 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
23,089
shares
|
$2.56 Million
0.52% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
23,058
shares
|
$2.56 Million
0.31% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
23,033
shares
|
$2.56 Million
2.66% of portfolio
|
Q3 2022
Reduced 2.52%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,031
shares
|
$2.56 Million
0.18% of portfolio
|
Q1 2025
Reduced 63.52%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
22,955
shares
|
$2.55 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
22,936
shares
|
$2.54 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
22,929
shares
|
$2.54 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
22,864
shares
|
$2.54 Million
1.84% of portfolio
|
Q4 2022
Reduced 4.88%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Apr 24, 2025 Q1 2025 |
22,797
shares
|
$2.53 Million
0.77% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
22,560
shares
|
$2.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
22,530
shares
|
$2.5 Million
0.05% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
22,431
shares
|
$2.49 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.59%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
22,370
shares
|
$2.48 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
22,352
shares
|
$2.48 Million
1.15% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
22,252
shares
|
$2.47 Million
0.3% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
22,250
shares
|
$2.47 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
22,226
shares
|
$2.47 Million
0.51% of portfolio
|
Q1 2025
Added 13.59%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
22,135
shares
|
$2.46 Million
0.68% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
22,059
shares
|
$2.45 Million
0.64% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
21,994
shares
|
$2.44 Million
0.74% of portfolio
|
Q1 2025
Reduced 49.96%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
21,992
shares
|
$2.44 Million
2.36% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,971
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.27%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
21,927
shares
|
$2.43 Million
0.46% of portfolio
|
Q2 2025
Added 4.37%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
21,857
shares
|
$2.43 Million
1.06% of portfolio
|
Q1 2025
Added 0.25%
|