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 |
|---|---|---|---|---|---|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
4,956
shares
|
$518,595
0.01% of portfolio
|
Q4 2024
Reduced 9.99%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
4,935
shares
|
$516,398
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Apr 23, 2025 Q1 2025 |
4,935
shares
|
$516,398
0.17% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
4,918
shares
|
$514,619
0.06% of portfolio
|
Q3 2023
Reduced 30.78%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
May 06, 2025 Q1 2025 |
4,910
shares
|
$513,782
0.29% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
4,898
shares
|
$512,526
0.55% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
4,869
shares
|
$509,492
0.3% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
4,824
shares
|
$504,783
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
4,809
shares
|
$503,213
0.23% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
4,808
shares
|
$503,109
0.17% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Market Street Wealth Management Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,801
shares
|
$502,376
0.1% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
4,800
shares
|
$502,272
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Doliver Advisors, LP
Houston, TX |
Apr 08, 2025 Q1 2025 |
4,799
shares
|
$502,167
0.15% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
4,795
shares
|
$501,748
0.25% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
4,779
shares
|
$500,074
0.09% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
4,770
shares
|
$499,132
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
4,765
shares
|
$498,609
0.2% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
4,751
shares
|
$497,144
0.7% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
4,749
shares
|
$496,935
0.08% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
4,747
shares
|
$496,726
0.04% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
4,744
shares
|
$496,412
0.06% of portfolio
|
Q1 2025
Reduced 13.51%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
4,737
shares
|
$495,679
0.05% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
4,724
shares
|
$494,319
0.17% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,703
shares
|
$492,121
0.37% of portfolio
|
Q1 2025
Added 52.3%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,702
shares
|
$492,017
0.05% of portfolio
|
Q1 2025
Added 0.64%
|