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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
5,834
shares
|
$647,340
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,834
shares
|
$647,340
0.17% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,823
shares
|
$646,120
0.01% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
5,819
shares
|
$645,676
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kearns & Associates LLC
|
Jul 09, 2025 Q2 2025 |
5,808
shares
|
$644,455
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,805
shares
|
$644,122
0.14% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
5,804
shares
|
$644,011
0.39% of portfolio
|
Q1 2025
Added 17.02%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,804
shares
|
$644,011
0.25% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
5,787
shares
|
$642,125
0.1% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,786
shares
|
$642,014
0.2% of portfolio
|
Q1 2023
Reduced 0.79%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
5,784
shares
|
$641,792
0.3% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
5,781
shares
|
$641,459
0.17% of portfolio
|
Q1 2020
Added 122.35%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
5,779
shares
|
$641,237
0.06% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,760
shares
|
$639,129
0.08% of portfolio
|
Q1 2025
Added 24.54%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
5,744
shares
|
$637,354
0.11% of portfolio
|
Q1 2025
Reduced 10.1%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
5,732
shares
|
$636,022
0.04% of portfolio
|
Q1 2025
Added 33.77%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
5,731
shares
|
$635,911
0.12% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
5,702
shares
|
$632,693
0.22% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
5,670
shares
|
$629,143
0.09% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
5,641
shares
|
$625,925
0.0% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
5,634
shares
|
$625,148
0.0% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
5,611
shares
|
$622,596
0.05% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
5,611
shares
|
$622,596
0.24% of portfolio
|
Q2 2025
Added 4.27%
|
|
|
S.E.E.D. Planning Group LLC
|
Jul 08, 2025 Q2 2025 |
5,607
shares
|
$622,152
0.2% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
May 01, 2025 Q1 2025 |
5,590
shares
|
$620,266
0.12% of portfolio
|
Q1 2025
Added 0.16%
|