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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
8,411
shares
|
$874,659
0.09% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
May 12, 2025 Q1 2025 |
8,407
shares
|
$874,243
0.55% of portfolio
|
Q1 2025
Reduced 17.24%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
8,393
shares
|
$872,788
0.11% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Kmt Wealth Management, LLC
El Segundo, CA |
May 15, 2025 Q1 2025 |
8,383
shares
|
$871,748
0.6% of portfolio
|
Q1 2025
Added 30.54%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
8,363
shares
|
$869,668
0.38% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
8,350
shares
|
$868,316
0.34% of portfolio
|
Q3 2022
Reduced 3.4%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
8,334
shares
|
$866,652
0.13% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
8,333
shares
|
$866,548
0.11% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
8,326
shares
|
$865,820
0.48% of portfolio
|
Q1 2025
Reduced 18.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
8,319
shares
|
$865,092
0.26% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
8,317
shares
|
$864,884
0.24% of portfolio
|
Q1 2025
Reduced 80.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
8,260
shares
|
$858,957
0.02% of portfolio
|
Q1 2024
Reduced 25.42%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
8,239
shares
|
$856,773
0.71% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
8,231
shares
|
$855,941
0.37% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Apr 28, 2025 Q1 2025 |
8,212
shares
|
$853,965
0.68% of portfolio
|
Q1 2025
Reduced 37.65%
|
|
|
Corundum Group, Inc.
|
Apr 23, 2025 Q1 2025 |
8,208
shares
|
$853,549
0.42% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,174
shares
|
$850,014
0.08% of portfolio
|
Q1 2025
Reduced 25.34%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
8,162
shares
|
$848,766
0.11% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
8,137
shares
|
$846,166
0.46% of portfolio
|
Q1 2025
Reduced 29.49%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
8,022
shares
|
$834,207
0.01% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,018
shares
|
$833,791
0.14% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Tl Private Wealth
|
Apr 09, 2025 Q1 2025 |
8,018
shares
|
$833,791
0.38% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
7,986
shares
|
$830,464
0.31% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,976
shares
|
$829,424
0.09% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
Apr 23, 2025 Q1 2025 |
7,963
shares
|
$828,072
0.62% of portfolio
|
Q1 2025
Added 1.1%
|