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 |
|---|---|---|---|---|---|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
9,591
shares
|
$1.06 Million
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
9,589
shares
|
$1.06 Million
0.48% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
9,561
shares
|
$1.06 Million
0.15% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
9,531
shares
|
$1.06 Million
0.26% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
9,512
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
9,498
shares
|
$1.05 Million
0.33% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
9,495
shares
|
$1.05 Million
0.75% of portfolio
|
Q1 2025
Reduced 84.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,487
shares
|
$1.05 Million
0.1% of portfolio
|
Q4 2023
Added 64.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,487
shares
|
$1.05 Million
0.76% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
9,485
shares
|
$1.05 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,464
shares
|
$1.05 Million
0.06% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
9,460
shares
|
$1.05 Million
0.26% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
9,450
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 69.2%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
9,422
shares
|
$1.05 Million
0.19% of portfolio
|
Q1 2025
Added 383.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
9,408
shares
|
$1.04 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9,405
shares
|
$1.04 Million
0.05% of portfolio
|
Q1 2025
Reduced 50.95%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
9,398
shares
|
$1.04 Million
0.65% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
9,394
shares
|
$1.04 Million
1.41% of portfolio
|
Q4 2022
Reduced 5.19%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
9,366
shares
|
$1.04 Million
0.62% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
9,365
shares
|
$1.04 Million
0.52% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
9,353
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
9,322
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
9,316
shares
|
$1.03 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
9,302
shares
|
$1.03 Million
0.3% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$1.03 Million
0.18% of portfolio
|
Q4 2022
Added 49.69%
|