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 2,819 institutions that hold shares in the stock, with a total of 566 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 |
|---|---|---|---|---|---|
|
Sentry LLC
Memphis, TN |
Apr 17, 2025 Q1 2025 |
3,604
shares
|
$399,899
0.07% of portfolio
|
Q1 2025
Added 18.13%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,595
shares
|
$398,901
1.59% of portfolio
|
Q4 2023
Reduced 10.77%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
3,595
shares
|
$398,901
0.09% of portfolio
|
Q1 2025
Added 171.53%
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
3,594
shares
|
$398,790
0.36% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
3,583
shares
|
$397,569
0.02% of portfolio
|
Q1 2025
Reduced 16.58%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
3,572
shares
|
$396,349
0.06% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Lex Aurum Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,564
shares
|
$395,461
0.07% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,560
shares
|
$395,017
0.15% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
3,553
shares
|
$394,240
0.13% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
3,553
shares
|
$394,240
0.05% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
3,550
shares
|
$393,908
0.04% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
3,537
shares
|
$392,465
0.5% of portfolio
|
Q3 2022
Reduced 10.79%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
3,533
shares
|
$392,021
0.03% of portfolio
|
Q1 2025
Added 24.27%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
3,522
shares
|
$390,801
0.54% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
3,516
shares
|
$390,135
0.01% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
3,504
shares
|
$388,803
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
3,487
shares
|
$386,917
0.16% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
3,479
shares
|
$386,029
0.2% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
3,478
shares
|
$385,918
0.08% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
3,477
shares
|
$385,807
0.04% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
3,476
shares
|
$385,696
0.26% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
3,475
shares
|
$385,586
0.02% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
3,473
shares
|
$385,364
0.04% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
3,454
shares
|
$383,255
0.05% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
3,450
shares
|
$382,812
0.09% of portfolio
|
Q1 2025
Added 0.29%
|