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 |
|---|---|---|---|---|---|
|
Sierra Summit Advisors LLC
Incline Village, NV |
May 12, 2025 Q1 2025 |
6,056
shares
|
$633,699
0.14% of portfolio
|
Q1 2025
Reduced 55.41%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
6,035
shares
|
$631,502
0.22% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
6,027
shares
|
$630,665
0.07% of portfolio
|
Q4 2024
Added 12.3%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
6,017
shares
|
$629,618
0.56% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
6,000
shares
|
$627,840
1.55% of portfolio
|
Q4 2021
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
5,990
shares
|
$626,793
0.04% of portfolio
|
Q1 2025
Reduced 19.02%
|
|
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
May 05, 2025 Q1 2025 |
5,986
shares
|
$626,375
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,979
shares
|
$625,642
0.26% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
5,976
shares
|
$625,328
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
5,973
shares
|
$625,014
0.03% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
5,971
shares
|
$624,805
0.11% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
5,962
shares
|
$623,863
0.17% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,961
shares
|
$623,759
0.06% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
5,958
shares
|
$623,445
0.49% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Hillcrest Wealth Advisors Ny, LLC
|
Apr 22, 2025 Q1 2025 |
5,950
shares
|
$622,608
0.31% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Apr 10, 2025 Q1 2025 |
5,940
shares
|
$621,561
0.18% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Apr 15, 2025 Q1 2025 |
5,936
shares
|
$621,143
0.43% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
5,931
shares
|
$620,619
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
5,903
shares
|
$617,689
0.33% of portfolio
|
Q1 2025
Reduced 13.2%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
5,883
shares
|
$615,597
0.13% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Mc Naughton Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
5,877
shares
|
$614,969
0.31% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
5,867
shares
|
$613,922
0.43% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
5,859
shares
|
$613,085
0.11% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
5,845
shares
|
$611,620
0.1% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
5,841
shares
|
$611,202
0.13% of portfolio
|
Q3 2023
Added 4.25%
|