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 |
|---|---|---|---|---|---|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
6,600
shares
|
$690,624
0.19% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,597
shares
|
$690,310
0.11% of portfolio
|
Q1 2025
Reduced 82.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,596
shares
|
$690,205
0.13% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,582
shares
|
$688,740
0.39% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
6,580
shares
|
$688,531
0.37% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,561
shares
|
$686,543
0.29% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,558
shares
|
$686,229
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6,557
shares
|
$686,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
6,547
shares
|
$685,078
0.2% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
6,539
shares
|
$684,240
0.03% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
6,527
shares
|
$682,985
0.08% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,511
shares
|
$681,311
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,507
shares
|
$680,892
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,473
shares
|
$677,334
0.28% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Lincoln Capital Corp
|
Apr 25, 2025 Q1 2025 |
6,472
shares
|
$677,230
0.3% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
6,440
shares
|
$673,881
0.2% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
6,418
shares
|
$671,579
0.11% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
6,414
shares
|
$671,160
0.04% of portfolio
|
Q1 2025
Added 53.01%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
6,410
shares
|
$670,742
0.5% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,404
shares
|
$670,114
0.22% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bowman & CO S.C.
|
Apr 08, 2025 Q1 2025 |
6,386
shares
|
$668,231
0.33% of portfolio
|
Q1 2025
Added 16.45%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
6,367
shares
|
$666,242
0.09% of portfolio
|
Q1 2025
Reduced 94.02%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
6,364
shares
|
$665,928
0.12% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
6,325
shares
|
$661,848
0.05% of portfolio
|
Q1 2025
Reduced 41.63%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
6,314
shares
|
$660,696
0.02% of portfolio
|
Q1 2025
Added 70.1%
|