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 |
|---|---|---|---|---|---|
|
Mycio Wealth Partners, LLC
|
May 07, 2025 Q1 2025 |
3,450
shares
|
$361,008
0.09% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
3,439
shares
|
$359,856
0.03% of portfolio
|
Q1 2025
Added 32.63%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,434
shares
|
$359,333
0.08% of portfolio
|
Q1 2025
Reduced 33.94%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
3,430
shares
|
$358,915
0.38% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
3,426
shares
|
$358,496
0.29% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Alpha Cubed Investments, LLC
|
Apr 29, 2025 Q1 2025 |
3,424
shares
|
$358,287
0.02% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
3,420
shares
|
$357,868
0.07% of portfolio
|
Q1 2025
Reduced 46.2%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
3,419
shares
|
$357,764
0.04% of portfolio
|
Q1 2025
Reduced 18.73%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
3,417
shares
|
$357,554
0.05% of portfolio
|
Q1 2025
Reduced 21.21%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
3,413
shares
|
$357,136
0.25% of portfolio
|
Q1 2025
Reduced 30.83%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
3,406
shares
|
$356,403
0.04% of portfolio
|
Q2 2024
Reduced 6.4%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
3,402
shares
|
$355,985
0.09% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
3,402
shares
|
$355,985
0.1% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Elevatus Welath Management
Victor, NY |
May 13, 2025 Q1 2025 |
3,397
shares
|
$355,462
0.2% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
3,395
shares
|
$355,252
0.22% of portfolio
|
Q1 2025
Reduced 25.97%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
May 02, 2025 Q1 2025 |
3,393
shares
|
$355,043
0.09% of portfolio
|
Q3 2021
Reduced 3.33%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
3,391
shares
|
$354,834
0.15% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
3,386
shares
|
$354,311
0.27% of portfolio
|
Q2 2022
Reduced 20.25%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
3,386
shares
|
$354,311
0.24% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Apr 15, 2025 Q1 2025 |
3,383
shares
|
$353,997
0.28% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
3,374
shares
|
$353,055
0.13% of portfolio
|
Q4 2024
Reduced 14.26%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
3,363
shares
|
$351,904
0.13% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,359
shares
|
$351,485
0.18% of portfolio
|
Q1 2023
Reduced 4.55%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
3,358
shares
|
$351,381
0.08% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
3,357
shares
|
$351,276
0.02% of portfolio
|
Q1 2025
Added 0.12%
|