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 |
|---|---|---|---|---|---|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
2,810
shares
|
$311,797
0.1% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
2,803
shares
|
$311,020
0.03% of portfolio
|
Q1 2025
Added 34.37%
|
|
|
Epiq Partners, LLC
|
Jul 09, 2025 Q2 2025 |
2,800
shares
|
$310,688
0.19% of portfolio
|
Q4 2024
Reduced 50.2%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,800
shares
|
$310,688
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
2,798
shares
|
$310,466
0.12% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
2,795
shares
|
$310,133
0.05% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
2,794
shares
|
$310,022
0.29% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
2,791
shares
|
$309,689
0.07% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
2,788
shares
|
$309,356
0.07% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2,784
shares
|
$308,912
0.05% of portfolio
|
Q1 2025
Reduced 12.62%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,783
shares
|
$308,801
0.12% of portfolio
|
Q2 2025
Added 17.48%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,777
shares
|
$308,135
0.06% of portfolio
|
Q1 2025
Reduced 18.35%
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
2,775
shares
|
$307,914
0.03% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
2,775
shares
|
$307,914
0.04% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
2,775
shares
|
$307,914
0.21% of portfolio
|
Q2 2024
Reduced 5.61%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
2,773
shares
|
$307,692
0.17% of portfolio
|
Q1 2025
Reduced 20.64%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
2,773
shares
|
$307,692
0.02% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
2,767
shares
|
$307,026
0.15% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
2,764
shares
|
$306,693
0.68% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,759
shares
|
$306,138
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
2,756
shares
|
$305,805
0.02% of portfolio
|
Q3 2022
Reduced 6.77%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
2,744
shares
|
$304,474
0.22% of portfolio
|
Q2 2024
Reduced 12.03%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,740
shares
|
$304,030
0.01% of portfolio
|
Q3 2024
Added 18.05%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
2,740
shares
|
$304,030
0.22% of portfolio
|
Q3 2023
New holding
|
|
|
Gerber, LLC
Columbus, OH |
Apr 23, 2025 Q1 2025 |
2,740
shares
|
$304,030
0.24% of portfolio
|
Q1 2024
New holding
|