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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
8,844
shares
|
$981,330
0.13% of portfolio
|
Q1 2025
Added 257.77%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
8,836
shares
|
$980,442
0.07% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
8,829
shares
|
$979,665
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
8,794
shares
|
$975,782
0.23% of portfolio
|
Q1 2025
Reduced 82.85%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
8,783
shares
|
$974,561
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
8,777
shares
|
$973,895
1.21% of portfolio
|
Q1 2025
Reduced 59.32%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
8,768
shares
|
$972,897
1.05% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
8,743
shares
|
$970,123
0.55% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
8,663
shares
|
$961,246
0.06% of portfolio
|
Q1 2024
Added 61.53%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
8,661
shares
|
$961,024
0.39% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
8,660
shares
|
$960,913
0.04% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
8,624
shares
|
$956,919
0.15% of portfolio
|
Q1 2025
Added 12.88%
|
|
|
Grant
|
May 01, 2025 Q1 2025 |
8,619
shares
|
$956,364
0.53% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
8,603
shares
|
$954,588
0.02% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
8,573
shares
|
$951,260
0.2% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
8,565
shares
|
$950,372
0.05% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
8,561
shares
|
$949,928
0.6% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
8,547
shares
|
$948,375
0.38% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
8,468
shares
|
$939,609
0.18% of portfolio
|
Q1 2025
Reduced 12.92%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
8,443
shares
|
$936,835
0.6% of portfolio
|
Q1 2025
Reduced 38.02%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
8,436
shares
|
$936,058
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Schwab Charitable Fund
|
Apr 09, 2025 Q1 2025 |
8,413
shares
|
$933,506
0.03% of portfolio
|
Q1 2025
Added 21.59%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
8,411
shares
|
$933,284
0.09% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
8,407
shares
|
$932,840
0.55% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
8,393
shares
|
$931,287
0.11% of portfolio
|
Q1 2025
Added 11.64%
|