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 2,821 institutions that hold shares in the stock, with a total of 568 Million shares, which have been reported (via 13F filing form) to have a value of $63.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,308
shares
|
$478,015
0.39% of portfolio
|
Q1 2023
Reduced 9.02%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
4,300
shares
|
$477,128
0.03% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
4,293
shares
|
$476,351
0.24% of portfolio
|
Q1 2025
Added 6.05%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,275
shares
|
$474,354
0.02% of portfolio
|
Q4 2024
Added 12.2%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,268
shares
|
$473,577
0.04% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
4,268
shares
|
$473,577
0.11% of portfolio
|
Q2 2025
Added 47.68%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,266
shares
|
$473,355
0.1% of portfolio
|
Q2 2023
Reduced 10.04%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
4,264
shares
|
$473,133
0.3% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Abacus Planning Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,255
shares
|
$472,134
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
4,249
shares
|
$471,469
0.11% of portfolio
|
Q3 2023
Added 0.24%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
4,241
shares
|
$470,581
0.28% of portfolio
|
Q1 2025
Added 71.56%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Apr 29, 2025 Q1 2025 |
4,238
shares
|
$470,248
0.38% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
4,230
shares
|
$469,360
0.37% of portfolio
|
Q2 2022
Reduced 2.31%
|
|
|
Hightower 6 M Holding, LLC
|
Oct 25, 2022 Q3 2022 |
4,221
shares
|
$468,362
0.03% of portfolio
|
Q3 2022
Reduced 6.3%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
4,218
shares
|
$468,029
0.05% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
4,215
shares
|
$467,696
0.09% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
4,205
shares
|
$466,586
0.05% of portfolio
|
Q3 2022
Reduced 4.48%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
4,199
shares
|
$465,921
0.02% of portfolio
|
Q2 2024
Added 40.01%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
4,198
shares
|
$465,810
0.0% of portfolio
|
Q1 2025
Reduced 92.02%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
4,187
shares
|
$464,589
0.16% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
4,185
shares
|
$464,367
0.46% of portfolio
|
Q1 2025
Added 29.45%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,183
shares
|
$464,145
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Invenio Wealth Partners LLC
Coral Gables, FL |
May 13, 2025 Q1 2025 |
4,182
shares
|
$464,034
0.18% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
May 02, 2025 Q1 2025 |
4,180
shares
|
$463,812
0.24% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
4,163
shares
|
$461,926
0.14% of portfolio
|
Q1 2025
Reduced 1.63%
|