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 |
|---|---|---|---|---|---|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
8,383
shares
|
$930,177
0.6% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
8,363
shares
|
$927,958
0.38% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,350
shares
|
$926,516
0.34% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
8,333
shares
|
$924,629
0.11% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
8,326
shares
|
$923,852
0.48% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
8,317
shares
|
$922,854
0.24% of portfolio
|
Q1 2025
Reduced 80.05%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
8,262
shares
|
$916,751
0.1% of portfolio
|
Q2 2025
Reduced 6.81%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,260
shares
|
$916,529
0.02% of portfolio
|
Q1 2024
Reduced 25.42%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
8,239
shares
|
$914,199
0.71% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,231
shares
|
$913,311
0.37% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
8,208
shares
|
$910,759
0.42% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,174
shares
|
$906,987
0.08% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
8,137
shares
|
$902,881
0.46% of portfolio
|
Q1 2025
Reduced 29.49%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
8,035
shares
|
$891,563
0.37% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
8,019
shares
|
$889,788
0.12% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,018
shares
|
$889,677
0.14% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
7,986
shares
|
$886,126
0.31% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,976
shares
|
$885,016
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Jul 15, 2025 Q2 2025 |
7,967
shares
|
$884,018
0.6% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
7,956
shares
|
$882,797
0.03% of portfolio
|
Q2 2025
Added 92.36%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
7,924
shares
|
$879,247
0.32% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
7,916
shares
|
$878,359
0.1% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
7,899
shares
|
$876,473
0.12% of portfolio
|
Q1 2024
Added 25.82%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
7,896
shares
|
$876,140
0.01% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
7,889
shares
|
$875,363
0.33% of portfolio
|
Q1 2025
Reduced 10.06%
|