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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
9,584
shares
|
$996,640
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
9,583
shares
|
$996,536
0.39% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
9,561
shares
|
$994,248
0.15% of portfolio
|
Q1 2025
Added 19.5%
|
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 05, 2025 Q1 2025 |
9,531
shares
|
$991,128
0.26% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
9,524
shares
|
$990,400
0.49% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
9,498
shares
|
$987,697
0.33% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
9,495
shares
|
$987,385
0.75% of portfolio
|
Q1 2025
Reduced 84.58%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
9,487
shares
|
$986,553
0.1% of portfolio
|
Q4 2023
Added 64.65%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
9,487
shares
|
$986,553
0.76% of portfolio
|
Q1 2025
Added 19.32%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
9,485
shares
|
$986,345
0.21% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,464
shares
|
$984,161
0.06% of portfolio
|
Q1 2025
Reduced 31.54%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
9,450
shares
|
$982,705
0.1% of portfolio
|
Q1 2025
Added 69.2%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
9,445
shares
|
$982,185
0.17% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Ipswich Investment Management Co., Inc.
|
Apr 16, 2025 Q1 2025 |
9,428
shares
|
$980,417
0.25% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
9,422
shares
|
$979,793
0.19% of portfolio
|
Q1 2025
Added 383.68%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
9,408
shares
|
$978,337
0.21% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
9,405
shares
|
$978,025
0.05% of portfolio
|
Q1 2025
Reduced 50.95%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
9,398
shares
|
$977,298
0.65% of portfolio
|
Q1 2025
Added 7.87%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
9,394
shares
|
$976,882
1.41% of portfolio
|
Q4 2022
Reduced 5.19%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
9,366
shares
|
$973,970
0.62% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
9,322
shares
|
$969,394
0.01% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
9,316
shares
|
$968,770
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
|
$967,314
0.3% of portfolio
|
Q1 2025
Reduced 15.13%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
9,299
shares
|
$967,003
0.19% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
9,279
shares
|
$964,923
0.18% of portfolio
|
Q4 2022
Added 49.69%
|