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 |
|---|---|---|---|---|---|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
7,261
shares
|
$805,680
0.06% of portfolio
|
Q3 2023
Added 27.03%
|
|
|
Goldstein Munger & Associates
San Ramon, CA |
Nov 07, 2022 Q3 2022 |
7,247
shares
|
$804,127
0.21% of portfolio
|
Q2 2022
Added 0.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
7,241
shares
|
$803,461
0.07% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
7,187
shares
|
$797,469
0.34% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
7,165
shares
|
$795,028
0.22% of portfolio
|
Q2 2025
Reduced 9.17%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
7,151
shares
|
$793,474
0.04% of portfolio
|
Q1 2025
Added 153.4%
|
|
|
Fiduciary Management Inc
Milwaukee, WI |
May 14, 2025 Q1 2025 |
7,135
shares
|
$791,699
0.01% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
7,132
shares
|
$791,366
0.53% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jul 07, 2025 Q2 2025 |
7,119
shares
|
$789,924
0.5% of portfolio
|
Q2 2025
Added 104.33%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,070
shares
|
$784,487
0.2% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
7,070
shares
|
$784,487
0.32% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
7,069
shares
|
$784,376
0.05% of portfolio
|
Q2 2022
Added 1.1%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
7,068
shares
|
$784,265
0.01% of portfolio
|
Q1 2025
Reduced 16.12%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
7,063
shares
|
$783,710
0.05% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
7,048
shares
|
$782,046
0.1% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
7,046
shares
|
$781,824
0.1% of portfolio
|
Q1 2025
Reduced 19.49%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
7,041
shares
|
$781,269
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
7,025
shares
|
$779,494
0.14% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
7,016
shares
|
$778,495
0.04% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
May 05, 2025 Q1 2025 |
6,989
shares
|
$775,499
0.3% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
6,959
shares
|
$772,170
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
Apr 29, 2025 Q1 2025 |
6,957
shares
|
$771,948
1.51% of portfolio
|
Q1 2025
Reduced 21.62%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
6,956
shares
|
$771,837
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Industriel Et Commercial
Paris France, I0 |
May 15, 2025 Q1 2025 |
6,944
shares
|
$770,506
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Opulen Financial Group LLC
Arlington, VA |
May 02, 2025 Q1 2025 |
6,928
shares
|
$768,730
0.66% of portfolio
|
Q1 2025
Added 2.2%
|