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 2,811 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 |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
2,456
shares
|
$256,995
0.09% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
2,450
shares
|
$256,368
0.05% of portfolio
|
Q1 2025
Reduced 79.27%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
May 02, 2025 Q1 2025 |
2,447
shares
|
$256,054
0.04% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Apr 30, 2025 Q1 2025 |
2,446
shares
|
$255,949
0.15% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,438
shares
|
$255,112
0.06% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
2,433
shares
|
$254,589
0.1% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
2,429
shares
|
$254,170
0.01% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,425
shares
|
$253,752
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
2,425
shares
|
$253,752
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
2,425
shares
|
$253,752
0.35% of portfolio
|
Q3 2022
Reduced 3.66%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
2,419
shares
|
$253,124
0.06% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
2,419
shares
|
$253,124
0.11% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
2,410
shares
|
$252,182
0.06% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
2,408
shares
|
$251,973
0.18% of portfolio
|
Q4 2024
Reduced 33.96%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
2,406
shares
|
$251,763
0.08% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
2,405
shares
|
$251,659
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,404
shares
|
$251,554
0.23% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
2,400
shares
|
$251,136
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
2,399
shares
|
$251,031
0.13% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,396
shares
|
$250,717
0.14% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
2,393
shares
|
$250,403
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
2,392
shares
|
$250,298
0.13% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
2,392
shares
|
$250,298
0.22% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
2,385
shares
|
$249,566
0.07% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,380
shares
|
$249,043
0.04% of portfolio
|
Q4 2024
Reduced 1.2%
|