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 |
|---|---|---|---|---|---|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
4,500
shares
|
$499,320
0.4% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
4,500
shares
|
$499,320
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
4,498
shares
|
$499,098
0.42% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
4,493
shares
|
$498,543
0.1% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
4,489
shares
|
$498,099
0.16% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
4,479
shares
|
$496,989
0.31% of portfolio
|
Q2 2022
Reduced 75.2%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,478
shares
|
$496,878
0.24% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
4,474
shares
|
$496,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
4,468
shares
|
$495,769
0.26% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
4,468
shares
|
$495,769
0.35% of portfolio
|
Q3 2024
Reduced 12.79%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
4,450
shares
|
$493,772
0.02% of portfolio
|
Q1 2025
Reduced 53.38%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
4,449
shares
|
$493,661
0.04% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
4,449
shares
|
$493,661
0.03% of portfolio
|
Q1 2025
Reduced 59.86%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,445
shares
|
$493,217
0.09% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
4,432
shares
|
$491,774
0.07% of portfolio
|
Q1 2025
Reduced 15.53%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,426
shares
|
$491,108
0.06% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
May 15, 2025 Q1 2025 |
4,418
shares
|
$490,221
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
4,416
shares
|
$489,999
0.1% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
4,408
shares
|
$489,111
0.06% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
May 14, 2025 Q1 2025 |
4,402
shares
|
$488,445
0.14% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
4,394
shares
|
$487,558
0.03% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
4,380
shares
|
$486,004
0.36% of portfolio
|
Q4 2023
Added 4.27%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
4,379
shares
|
$485,893
0.05% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
4,326
shares
|
$480,012
0.15% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
4,320
shares
|
$479,347
0.02% of portfolio
|
Q4 2024
New holding
|