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 2,812 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $57.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
9,975
shares
|
$1.04 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
9,974
shares
|
$1.04 Million
0.64% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
9,969
shares
|
$1.04 Million
0.03% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
9,967
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
9,933
shares
|
$1.03 Million
0.87% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
9,925
shares
|
$1.03 Million
0.78% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Port Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,925
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
9,850
shares
|
$1.02 Million
0.21% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
9,847
shares
|
$1.02 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Factorial Partners, LLC
|
May 09, 2025 Q1 2025 |
9,800
shares
|
$1.02 Million
0.69% of portfolio
|
Q1 2025
Added 19.51%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
9,799
shares
|
$1.02 Million
0.54% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
9,795
shares
|
$1.02 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Omega Wealth Management LLC
|
Apr 15, 2025 Q1 2025 |
9,792
shares
|
$1.02 Million
0.2% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
9,735
shares
|
$1.01 Million
0.39% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
9,727
shares
|
$1.01 Million
0.11% of portfolio
|
Q2 2023
Added 1.75%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
9,720
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
9,707
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
9,682
shares
|
$1.01 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
9,663
shares
|
$1 Million
0.52% of portfolio
|
Q1 2025
Reduced 43.89%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
9,636
shares
|
$1 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,620
shares
|
$1 Million
0.25% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
9,606
shares
|
$998,927
0.12% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
9,605
shares
|
$998,823
0.28% of portfolio
|
Q1 2025
Reduced 71.25%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
9,599
shares
|
$998,200
0.1% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
9,591
shares
|
$997,368
0.24% of portfolio
|
Q1 2025
Added 0.09%
|