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 |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
4,151
shares
|
$434,360
0.04% of portfolio
|
Q1 2025
Reduced 36.01%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
4,136
shares
|
$432,791
0.02% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,131
shares
|
$432,267
0.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
4,127
shares
|
$431,849
0.09% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
4,125
shares
|
$431,640
0.05% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$430,802
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
4,111
shares
|
$430,175
0.43% of portfolio
|
Q1 2025
Reduced 78.16%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,110
shares
|
$430,070
0.41% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
4,102
shares
|
$429,233
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,101
shares
|
$429,128
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,070
shares
|
$425,884
0.13% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
4,057
shares
|
$424,524
0.06% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
4,051
shares
|
$423,896
0.18% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,038
shares
|
$422,536
0.09% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
4,035
shares
|
$422,222
0.49% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,033
shares
|
$422,013
0.14% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,030
shares
|
$421,699
0.34% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,029
shares
|
$421,594
0.03% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
4,025
shares
|
$421,176
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
4,013
shares
|
$419,920
0.11% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
4,011
shares
|
$419,711
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,009
shares
|
$419,501
0.09% of portfolio
|
Q1 2025
Reduced 72.08%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
4,001
shares
|
$418,664
0.06% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$418,560
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
3,984
shares
|
$416,885
0.08% of portfolio
|
Q1 2025
Added 1.53%
|