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 2,819 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 $62.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
7,885
shares
|
$874,919
0.1% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Apr 29, 2025 Q1 2025 |
7,866
shares
|
$872,811
0.71% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
7,829
shares
|
$868,705
0.33% of portfolio
|
Q4 2022
Reduced 21.62%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
7,827
shares
|
$868,483
0.5% of portfolio
|
Q1 2025
Reduced 26.88%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
7,808
shares
|
$866,375
0.71% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
7,804
shares
|
$865,931
0.08% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Tufton Capital Management
|
May 06, 2025 Q1 2025 |
7,798
shares
|
$865,266
0.16% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
7,793
shares
|
$864,711
0.54% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
7,773
shares
|
$862,492
0.01% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
7,769
shares
|
$862,048
0.16% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
May 01, 2025 Q1 2025 |
7,768
shares
|
$861,937
0.6% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
7,730
shares
|
$857,720
0.39% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
7,718
shares
|
$856,389
0.16% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
7,716
shares
|
$856,167
0.68% of portfolio
|
Q2 2025
Reduced 29.04%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
7,683
shares
|
$852,505
0.08% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
7,673
shares
|
$851,396
0.05% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
7,665
shares
|
$850,508
0.17% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
7,657
shares
|
$849,620
0.09% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
S&T Bank
Indiana, PA |
May 15, 2025 Q1 2025 |
7,638
shares
|
$847,512
0.27% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
7,635
shares
|
$847,179
0.84% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,620
shares
|
$845,515
0.06% of portfolio
|
Q4 2023
Added 6.16%
|
|
|
First Bancorp, Inc
|
Apr 22, 2025 Q1 2025 |
7,614
shares
|
$844,849
0.52% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
7,608
shares
|
$844,183
0.16% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Brookmont Capital Management
Dallas, TX |
May 12, 2025 Q1 2025 |
7,606
shares
|
$843,961
0.45% of portfolio
|
Q1 2025
Reduced 3.95%
|