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 2,822 institutions that hold shares in the stock, with a total of 567 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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,608
shares
|
$733,223
0.23% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
6,600
shares
|
$732,336
0.19% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
6,597
shares
|
$732,003
0.11% of portfolio
|
Q1 2025
Reduced 82.64%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,596
shares
|
$731,892
0.13% of portfolio
|
Q1 2025
Added 8.02%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,582
shares
|
$730,338
0.39% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
6,580
shares
|
$730,116
0.35% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,561
shares
|
$728,008
0.29% of portfolio
|
Q1 2025
Reduced 25.54%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,558
shares
|
$727,675
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
6,557
shares
|
$727,564
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
6,547
shares
|
$726,455
0.2% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
6,527
shares
|
$724,235
0.08% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
6,511
shares
|
$722,460
0.08% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
6,507
shares
|
$722,016
0.01% of portfolio
|
Q3 2024
Added 19.26%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
6,479
shares
|
$718,909
0.15% of portfolio
|
Q2 2025
Reduced 7.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
6,473
shares
|
$718,244
0.28% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
6,472
shares
|
$718,133
0.3% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
6,440
shares
|
$714,582
0.2% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
6,410
shares
|
$711,253
0.5% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
6,404
shares
|
$710,587
0.22% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
6,364
shares
|
$706,149
0.12% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Jordan Park Group LLC
|
Apr 29, 2025 Q1 2025 |
6,325
shares
|
$701,822
0.05% of portfolio
|
Q1 2025
Reduced 41.63%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
6,314
shares
|
$700,601
0.02% of portfolio
|
Q1 2025
Added 70.1%
|
|
|
Seven Post Investment Office LP
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
6,298
shares
|
$698,826
0.26% of portfolio
|
Q4 2023
Reduced 28.6%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
6,274
shares
|
$696,163
0.09% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
6,248
shares
|
$693,278
0.07% of portfolio
|
Q1 2025
Reduced 0.86%
|