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 |
|---|---|---|---|---|---|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
4,151
shares
|
$460,594
0.04% of portfolio
|
Q1 2025
Reduced 36.01%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
4,132
shares
|
$458,486
0.12% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
4,131
shares
|
$458,375
0.05% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
4,127
shares
|
$457,931
0.09% of portfolio
|
Q1 2025
Added 14.99%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
4,125
shares
|
$457,710
0.05% of portfolio
|
Q1 2025
Reduced 19.51%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
4,117
shares
|
$456,822
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
4,115
shares
|
$456,600
0.04% of portfolio
|
Q2 2025
Reduced 35.84%
|
|
|
Marquette Associates, Inc.
Chicago, IL |
May 15, 2025 Q1 2025 |
4,111
shares
|
$456,156
0.43% of portfolio
|
Q1 2025
Reduced 78.16%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,110
shares
|
$456,045
0.41% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
4,102
shares
|
$455,157
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
4,101
shares
|
$455,046
0.03% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
4,098
shares
|
$454,714
0.11% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
4,070
shares
|
$451,607
0.13% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
4,057
shares
|
$450,164
0.06% of portfolio
|
Q1 2025
Reduced 22.01%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
4,051
shares
|
$449,498
0.18% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
4,038
shares
|
$448,056
0.09% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
4,035
shares
|
$447,723
0.49% of portfolio
|
Q1 2025
Reduced 22.82%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
4,033
shares
|
$447,501
0.14% of portfolio
|
Q1 2025
Reduced 17.84%
|
|
|
Mosaic Financial Group, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,030
shares
|
$447,168
0.34% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
4,029
shares
|
$447,057
0.03% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Gouws Capital LLC
|
May 12, 2025 Q1 2025 |
4,025
shares
|
$446,614
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
May 29, 2025 Q1 2025 |
4,012
shares
|
$445,171
0.2% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
4,011
shares
|
$445,060
0.11% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
4,009
shares
|
$444,838
0.09% of portfolio
|
Q1 2025
Reduced 72.08%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
4,001
shares
|
$443,950
0.06% of portfolio
|
Q1 2025
Reduced 2.1%
|